Home > Rockland Trust Company > Total Fiduciary and Related Assets
Rockland Trust Company, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,020,541,000 | 102 |
| Managed Assets ($) | $5,025,823,000 | 77 |
| Personal trust and agency accounts, managed assets | $245,180,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $163,163,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $62,454,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $692,148,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $3,570,874,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $291,679,000 | 75 |
| Other fiduciary accounts, managed assets | $325,000 | 146 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $692,148,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $249,597,000 | 30 |
| Non-managed Assets ($) | $994,718,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $334,000 | 524 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $882,180,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $3,206,000 | 389 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $108,998,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $128,767,000 | 230 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,206,000 | 425 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,654,875,000 | 105 |
| Managed Assets ($) | $4,734,452,000 | 79 |
| Personal trust and agency accounts, managed assets | $235,599,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $151,704,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $60,976,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $643,373,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $3,351,317,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $291,169,000 | 77 |
| Other fiduciary accounts, managed assets | $314,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $643,373,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $920,423,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $338,000 | 294 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $815,639,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $2,921,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $101,525,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,503,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,921,000 | 244 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,831,534,000 | 101 |
| Managed Assets ($) | $4,789,945,000 | 77 |
| Personal trust and agency accounts, managed assets | $236,652,000 | 239 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $153,148,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $62,530,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $654,357,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $3,387,380,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $295,562,000 | 74 |
| Other fiduciary accounts, managed assets | $316,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $654,357,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,041,589,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $384,000 | 348 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $864,541,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $2,885,000 | 279 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $173,779,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,335,000 | 228 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,885,000 | 295 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,683,405,000 | 110 |
| Managed Assets ($) | $4,682,096,000 | 83 |
| Personal trust and agency accounts, managed assets | $230,802,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,677,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $59,779,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $636,843,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $3,324,462,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $281,215,000 | 77 |
| Other fiduciary accounts, managed assets | $318,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $636,843,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,001,309,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $334,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $827,093,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $2,985,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $170,897,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,408,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,985,000 | 255 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,348,015,000 | 110 |
| Managed Assets ($) | $4,391,129,000 | 85 |
| Personal trust and agency accounts, managed assets | $230,920,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $143,330,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $55,908,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $613,227,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $3,168,816,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $178,618,000 | 101 |
| Other fiduciary accounts, managed assets | $310,000 | 144 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $613,227,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $279,688,000 | 33 |
| Non-managed Assets ($) | $956,886,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $340,000 | 532 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $786,673,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $2,055,000 | 423 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $167,818,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,768,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,055,000 | 485 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,982,069,000 | 112 |
| Managed Assets ($) | $4,103,460,000 | 85 |
| Personal trust and agency accounts, managed assets | $216,040,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,357,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $52,563,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $753,025,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,806,568,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $142,599,000 | 110 |
| Other fiduciary accounts, managed assets | $308,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $753,025,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $878,609,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $436,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $721,396,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $1,860,000 | 263 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $154,917,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,822,000 | 208 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,860,000 | 284 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,824,856,000 | 90 |
| Managed Assets ($) | $3,938,206,000 | 72 |
| Personal trust and agency accounts, managed assets | $225,996,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $144,494,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $56,190,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $673,640,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,686,257,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $151,317,000 | 93 |
| Other fiduciary accounts, managed assets | $312,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $673,640,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $886,650,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $448,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $721,558,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $1,976,000 | 284 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $162,668,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,062,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,976,000 | 313 |
| 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 | $5,425,591,000 | 90 |
| Managed Assets ($) | $4,379,359,000 | 72 |
| Personal trust and agency accounts, managed assets | $252,279,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $160,650,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $61,815,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $784,953,000 | 43 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $2,933,580,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $185,716,000 | 89 |
| Other fiduciary accounts, managed assets | $366,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $784,953,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,046,232,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $3,400,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $837,065,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,573,000 | 75 |
| Other retirement accounts, non-managed assets | $2,160,000 | 244 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $181,034,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $173,939,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,160,000 | 266 |
| 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 | $5,539,110,000 | 89 |
| Managed Assets ($) | $4,521,685,000 | 70 |
| Personal trust and agency accounts, managed assets | $256,663,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,820,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $63,977,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $856,138,000 | 38 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $2,998,164,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $171,550,000 | 92 |
| Other fiduciary accounts, managed assets | $373,000 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $856,138,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $440,595,000 | 22 |
| Non-managed Assets ($) | $1,017,425,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $3,412,000 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $797,443,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,571,000 | 82 |
| Other retirement accounts, non-managed assets | $2,216,000 | 433 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $189,783,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,946,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,216,000 | 495 |
| 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 | $5,258,643,000 | 91 |
| Managed Assets ($) | $4,279,768,000 | 69 |
| Personal trust and agency accounts, managed assets | $244,164,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $167,534,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $61,193,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $826,506,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $2,821,611,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $158,386,000 | 92 |
| Other fiduciary accounts, managed assets | $374,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $826,506,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $978,875,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $3,412,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $764,972,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,537,000 | 80 |
| Other retirement accounts, non-managed assets | $2,082,000 | 242 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $183,872,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $169,720,000 | 168 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,082,000 | 266 |
| 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 | $5,226,741,000 | 92 |
| Managed Assets ($) | $4,277,096,000 | 71 |
| Personal trust and agency accounts, managed assets | $237,118,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,770,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $61,991,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $819,561,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,818,588,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $167,694,000 | 91 |
| Other fiduciary accounts, managed assets | $374,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $819,561,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $949,645,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $3,414,000 | 258 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $732,764,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,954,000 | 82 |
| Other retirement accounts, non-managed assets | $2,107,000 | 279 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $186,406,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $174,131,000 | 177 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,107,000 | 311 |
| 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 | $5,008,877,000 | 92 |
| Managed Assets ($) | $4,108,305,000 | 70 |
| Personal trust and agency accounts, managed assets | $230,138,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,134,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $58,940,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $773,659,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $2,686,872,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $194,139,000 | 82 |
| Other fiduciary accounts, managed assets | $423,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $773,659,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $900,572,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $3,423,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $695,209,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,802,000 | 79 |
| Other retirement accounts, non-managed assets | $1,890,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $176,248,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $170,893,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,890,000 | 272 |
| 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 | $4,778,310,000 | 93 |
| Managed Assets ($) | $3,917,315,000 | 74 |
| Personal trust and agency accounts, managed assets | $217,184,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $157,628,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $56,027,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $751,823,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $2,544,124,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $190,105,000 | 81 |
| Other fiduciary accounts, managed assets | $424,000 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $751,823,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $364,140,000 | 25 |
| Non-managed Assets ($) | $860,995,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $3,472,000 | 360 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $660,514,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,233,000 | 86 |
| Other retirement accounts, non-managed assets | $1,807,000 | 447 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $171,969,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,225,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,807,000 | 514 |
| 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 | $4,382,695,000 | 92 |
| Managed Assets ($) | $3,622,059,000 | 73 |
| Personal trust and agency accounts, managed assets | $202,520,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $153,826,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $51,794,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $690,050,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,288,514,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $234,932,000 | 69 |
| Other fiduciary accounts, managed assets | $423,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $690,050,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $760,636,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $3,675,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $577,456,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,848,000 | 80 |
| Other retirement accounts, non-managed assets | $1,569,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $157,088,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $152,309,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,569,000 | 277 |
| 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 | $4,227,696,000 | 92 |
| Managed Assets ($) | $3,527,520,000 | 73 |
| Personal trust and agency accounts, managed assets | $204,694,000 | 215 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,642,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $49,401,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $666,445,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $2,242,236,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $229,679,000 | 65 |
| Other fiduciary accounts, managed assets | $423,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $666,445,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $700,176,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $3,657,000 | 247 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $526,296,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,549,000 | 85 |
| Other retirement accounts, non-managed assets | $1,539,000 | 283 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $148,135,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $161,750,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,539,000 | 311 |
| 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 | $3,801,337,000 | 95 |
| Managed Assets ($) | $3,192,504,000 | 74 |
| Personal trust and agency accounts, managed assets | $191,217,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,316,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $44,677,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $597,457,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,031,155,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $206,261,000 | 67 |
| Other fiduciary accounts, managed assets | $421,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $597,457,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $608,833,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $3,554,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $454,012,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,234,000 | 83 |
| Other retirement accounts, non-managed assets | $1,389,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $130,644,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $186,079,000 | 152 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,389,000 | 278 |
| 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 | $4,308,922,000 | 95 |
| Managed Assets ($) | $3,626,057,000 | 73 |
| Personal trust and agency accounts, managed assets | $220,214,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $145,452,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $51,454,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $685,357,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $2,286,759,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $236,821,000 | 66 |
| 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 | $685,357,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $335,796,000 | 27 |
| Non-managed Assets ($) | $682,865,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $1,888,000 | 412 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $497,123,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,532,000 | 87 |
| Other retirement accounts, non-managed assets | $1,643,000 | 462 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $160,679,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $245,532,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,643,000 | 522 |
| 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 | $4,121,237,000 | 97 |
| Managed Assets ($) | $3,463,662,000 | 75 |
| Personal trust and agency accounts, managed assets | $215,734,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,746,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $49,469,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $652,249,000 | 42 |
| Corporate trust and agency accounts, managed assets | $409,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $2,187,638,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $216,417,000 | 72 |
| 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 | $652,249,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $657,575,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $474,000 | 259 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $473,842,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,021,000 | 84 |
| Other retirement accounts, non-managed assets | $6,023,000 | 197 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $156,215,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $398,521,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,023,000 | 219 |
| 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 | $4,003,423,000 | 97 |
| Managed Assets ($) | $3,358,765,000 | 76 |
| Personal trust and agency accounts, managed assets | $217,227,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,237,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $48,491,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $634,733,000 | 41 |
| Corporate trust and agency accounts, managed assets | $405,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $2,105,700,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $213,972,000 | 71 |
| 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 | $634,733,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $644,658,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $373,000 | 289 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $472,085,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,246,000 | 87 |
| Other retirement accounts, non-managed assets | $2,599,000 | 262 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $148,355,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $213,826,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,599,000 | 286 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,763,851,000 | 99 |
| Managed Assets ($) | $3,186,908,000 | 77 |
| Personal trust and agency accounts, managed assets | $216,086,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,060,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $51,841,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $604,782,000 | 41 |
| Corporate trust and agency accounts, managed assets | $399,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $1,975,025,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $203,715,000 | 72 |
| 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 | $604,782,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $576,943,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $419,000 | 285 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $411,749,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,852,000 | 89 |
| Other retirement accounts, non-managed assets | $2,622,000 | 265 |
| Corporate trust and agency accounts, non-managed assets | $3,211,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $138,090,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $214,134,000 | 161 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,622,000 | 289 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,441,160,000 | 98 |
| Managed Assets ($) | $2,916,133,000 | 77 |
| Personal trust and agency accounts, managed assets | $202,019,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,414,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $49,693,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $567,719,000 | 41 |
| Corporate trust and agency accounts, managed assets | $394,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,793,054,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $179,840,000 | 73 |
| 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 | $567,719,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $262,624,000 | 28 |
| Non-managed Assets ($) | $525,027,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $1,141,000 | 445 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $362,621,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,843,000 | 93 |
| Other retirement accounts, non-managed assets | $2,491,000 | 414 |
| Corporate trust and agency accounts, non-managed assets | $3,360,000 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $135,571,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,099,000 | 302 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,491,000 | 479 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,554,584,000 | 100 |
| Managed Assets ($) | $2,987,562,000 | 79 |
| Personal trust and agency accounts, managed assets | $192,763,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,565,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $59,341,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $595,323,000 | 42 |
| Corporate trust and agency accounts, managed assets | $388,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,809,713,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $194,469,000 | 72 |
| 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 | $595,323,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $567,022,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $659,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $390,054,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,175,000 | 91 |
| Other retirement accounts, non-managed assets | $2,630,000 | 261 |
| Corporate trust and agency accounts, non-managed assets | $3,504,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $149,000,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $90,717,000 | 199 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,630,000 | 288 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,479,392,000 | 100 |
| Managed Assets ($) | $2,943,032,000 | 81 |
| Personal trust and agency accounts, managed assets | $190,873,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,360,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $58,682,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $577,761,000 | 42 |
| Corporate trust and agency accounts, managed assets | $388,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $1,787,589,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $186,379,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $577,761,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $536,360,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $763,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $368,700,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,576,000 | 93 |
| Other retirement accounts, non-managed assets | $2,583,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $3,793,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $138,945,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,403,000 | 204 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,583,000 | 286 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,371,182,000 | 103 |
| Managed Assets ($) | $2,856,031,000 | 82 |
| Personal trust and agency accounts, managed assets | $188,959,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,974,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $57,642,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $567,802,000 | 43 |
| Corporate trust and agency accounts, managed assets | $387,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,720,414,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $180,853,000 | 75 |
| 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 | $567,802,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $515,151,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $1,263,000 | 272 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $341,107,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,848,000 | 89 |
| Other retirement accounts, non-managed assets | $2,637,000 | 262 |
| Corporate trust and agency accounts, non-managed assets | $3,792,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $138,504,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,532,000 | 215 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,637,000 | 287 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,402,886,000 | 104 |
| Managed Assets ($) | $2,881,807,000 | 80 |
| Personal trust and agency accounts, managed assets | $185,672,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,460,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $43,396,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $575,683,000 | 41 |
| Corporate trust and agency accounts, managed assets | $388,000 | 117 |
| Investment management and investment advisory agency accounts, managed assets | $1,753,044,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $184,164,000 | 74 |
| 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 | $575,683,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $276,347,000 | 30 |
| Non-managed Assets ($) | $521,079,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $1,226,000 | 452 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $339,478,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,238,000 | 92 |
| Other retirement accounts, non-managed assets | $2,682,000 | 422 |
| Corporate trust and agency accounts, non-managed assets | $3,936,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $145,519,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,551,000 | 246 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,682,000 | 487 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,191,466,000 | 104 |
| Managed Assets ($) | $2,706,861,000 | 80 |
| Personal trust and agency accounts, managed assets | $180,760,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,819,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $14,811,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $547,875,000 | 42 |
| Corporate trust and agency accounts, managed assets | $388,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $1,651,771,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $177,437,000 | 73 |
| 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 | $547,875,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $484,605,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $765,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $289,051,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,737,000 | 89 |
| Other retirement accounts, non-managed assets | $2,530,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $4,075,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $160,447,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,034,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,530,000 | 287 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,109,642,000 | 103 |
| Managed Assets ($) | $2,646,771,000 | 80 |
| Personal trust and agency accounts, managed assets | $187,429,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,977,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $14,648,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $535,173,000 | 42 |
| Corporate trust and agency accounts, managed assets | $387,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $1,601,758,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $177,399,000 | 74 |
| 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 | $535,173,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $462,871,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $904,000 | 278 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $270,043,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,048,000 | 88 |
| Other retirement accounts, non-managed assets | $2,548,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $4,193,000 | 82 |
| Investment management and advisory agency accounts, non-managed assets | $157,135,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,118,000 | 216 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,548,000 | 283 |
| 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 | $2,950,082,000 | 104 |
| Managed Assets ($) | $2,578,179,000 | 82 |
| Personal trust and agency accounts, managed assets | $189,816,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,847,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $14,500,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $519,899,000 | 40 |
| Corporate trust and agency accounts, managed assets | $441,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $1,569,883,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $157,793,000 | 77 |
| 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 | $519,899,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $371,903,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $957,000 | 277 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $184,298,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,521,000 | 88 |
| Other retirement accounts, non-managed assets | $2,632,000 | 254 |
| Corporate trust and agency accounts, non-managed assets | $4,319,000 | 82 |
| Investment management and advisory agency accounts, non-managed assets | $152,176,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,514,000 | 210 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,632,000 | 280 |
| 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 | $2,827,217,000 | 105 |
| Managed Assets ($) | $2,467,572,000 | 84 |
| Personal trust and agency accounts, managed assets | $184,097,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,403,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $14,031,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $496,282,000 | 40 |
| Corporate trust and agency accounts, managed assets | $437,000 | 118 |
| Investment management and investment advisory agency accounts, managed assets | $1,499,923,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $154,399,000 | 77 |
| 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 | $496,282,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $251,975,000 | 33 |
| Non-managed Assets ($) | $359,645,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $9,346,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,183,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,194,000 | 91 |
| Other retirement accounts, non-managed assets | $3,191,000 | 406 |
| Corporate trust and agency accounts, non-managed assets | $4,460,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $147,271,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,004,000 | 237 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,191,000 | 464 |
| 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 | $2,795,027,000 | 105 |
| Managed Assets ($) | $2,443,897,000 | 82 |
| Personal trust and agency accounts, managed assets | $187,332,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,542,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $14,489,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $490,029,000 | 41 |
| Corporate trust and agency accounts, managed assets | $440,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $1,481,956,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $151,109,000 | 77 |
| 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 | $490,029,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $351,130,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $3,092,000 | 255 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,610,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,866,000 | 89 |
| Other retirement accounts, non-managed assets | $2,748,000 | 261 |
| Corporate trust and agency accounts, non-managed assets | $4,601,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $148,213,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,927,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,748,000 | 285 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,744,341,000 | 106 |
| Managed Assets ($) | $2,393,325,000 | 84 |
| Personal trust and agency accounts, managed assets | $184,651,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $110,870,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $14,492,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $473,983,000 | 40 |
| Corporate trust and agency accounts, managed assets | $441,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,457,513,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $151,375,000 | 75 |
| 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 | $473,983,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $351,016,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $2,041,000 | 271 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,326,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,073,000 | 89 |
| Other retirement accounts, non-managed assets | $2,522,000 | 263 |
| Corporate trust and agency accounts, non-managed assets | $16,005,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $147,049,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,154,000 | 210 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,522,000 | 289 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,657,968,000 | 107 |
| Managed Assets ($) | $2,307,912,000 | 86 |
| Personal trust and agency accounts, managed assets | $171,220,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,130,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $14,177,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $452,656,000 | 40 |
| Corporate trust and agency accounts, managed assets | $437,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $1,416,689,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $143,603,000 | 77 |
| 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 | $452,656,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $350,056,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $2,052,000 | 270 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,213,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,653,000 | 88 |
| Other retirement accounts, non-managed assets | $2,988,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $16,258,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $148,892,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $81,621,000 | 210 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,988,000 | 281 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,589,125,000 | 108 |
| Managed Assets ($) | $2,243,503,000 | 84 |
| Personal trust and agency accounts, managed assets | $163,859,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,229,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $13,462,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $443,397,000 | 39 |
| Corporate trust and agency accounts, managed assets | $435,000 | 122 |
| Investment management and investment advisory agency accounts, managed assets | $1,401,022,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $128,099,000 | 78 |
| 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 | $443,397,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $225,885,000 | 34 |
| Non-managed Assets ($) | $345,622,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $1,188,000 | 482 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $151,208,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,076,000 | 89 |
| Other retirement accounts, non-managed assets | $3,079,000 | 427 |
| Corporate trust and agency accounts, non-managed assets | $16,432,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $147,639,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,030,000 | 244 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,079,000 | 492 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,490,058,000 | 109 |
| Managed Assets ($) | $2,166,980,000 | 83 |
| Personal trust and agency accounts, managed assets | $161,632,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $92,723,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $13,459,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $424,986,000 | 40 |
| Corporate trust and agency accounts, managed assets | $436,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $1,354,799,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $118,945,000 | 79 |
| 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 | $424,986,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $323,078,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $1,206,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,762,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,158,000 | 88 |
| Other retirement accounts, non-managed assets | $2,918,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $16,688,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $135,346,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,938,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,918,000 | 281 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,525,137,000 | 109 |
| Managed Assets ($) | $2,192,016,000 | 85 |
| Personal trust and agency accounts, managed assets | $166,862,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,326,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $14,174,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $426,148,000 | 43 |
| Corporate trust and agency accounts, managed assets | $434,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,369,963,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $110,109,000 | 88 |
| 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 | $426,148,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $333,121,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $1,214,000 | 279 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,606,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,483,000 | 90 |
| Other retirement accounts, non-managed assets | $3,004,000 | 256 |
| Corporate trust and agency accounts, non-managed assets | $16,946,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $135,868,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,627,000 | 250 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,004,000 | 283 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,494,955,000 | 110 |
| Managed Assets ($) | $2,165,995,000 | 85 |
| Personal trust and agency accounts, managed assets | $169,935,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $111,642,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $14,595,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $422,546,000 | 44 |
| Corporate trust and agency accounts, managed assets | $433,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,341,759,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $105,085,000 | 90 |
| 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 | $422,546,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $328,960,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $1,366,000 | 276 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $139,884,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,580,000 | 88 |
| Other retirement accounts, non-managed assets | $2,829,000 | 263 |
| Corporate trust and agency accounts, non-managed assets | $17,200,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $138,101,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,912,000 | 248 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,829,000 | 293 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,414,094,000 | 109 |
| Managed Assets ($) | $2,109,697,000 | 86 |
| Personal trust and agency accounts, managed assets | $168,161,000 | 233 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $112,046,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $14,110,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $412,520,000 | 44 |
| Corporate trust and agency accounts, managed assets | $431,000 | 125 |
| Investment management and investment advisory agency accounts, managed assets | $1,311,526,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $90,903,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $412,520,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $214,415,000 | 36 |
| Non-managed Assets ($) | $304,397,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $1,172,000 | 495 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,974,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,360,000 | 91 |
| Other retirement accounts, non-managed assets | $2,797,000 | 458 |
| Corporate trust and agency accounts, non-managed assets | $17,552,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $136,242,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $300,000 | 126 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,642,000 | 302 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,797,000 | 519 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,366,510,000 | 109 |
| Managed Assets ($) | $2,068,313,000 | 86 |
| Personal trust and agency accounts, managed assets | $166,596,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,781,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $13,791,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $398,058,000 | 42 |
| Corporate trust and agency accounts, managed assets | $428,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $1,283,287,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $96,072,000 | 91 |
| Other fiduciary accounts, managed assets | $300,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $398,058,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $298,197,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $909,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $103,975,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,440,000 | 92 |
| Other retirement accounts, non-managed assets | $2,525,000 | 265 |
| Corporate trust and agency accounts, non-managed assets | $17,803,000 | 69 |
| Investment management and advisory agency accounts, non-managed assets | $143,545,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,914,000 | 221 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,525,000 | 300 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,321,377,000 | 110 |
| Managed Assets ($) | $2,051,271,000 | 87 |
| Personal trust and agency accounts, managed assets | $166,566,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,798,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $14,036,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $393,798,000 | 42 |
| Corporate trust and agency accounts, managed assets | $468,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $1,268,359,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $97,946,000 | 88 |
| Other fiduciary accounts, managed assets | $300,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $393,798,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $270,106,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $895,000 | 290 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $73,487,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,170,000 | 91 |
| Other retirement accounts, non-managed assets | $2,907,000 | 260 |
| Corporate trust and agency accounts, non-managed assets | $18,052,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $144,595,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,430,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,907,000 | 296 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,241,065,000 | 111 |
| Managed Assets ($) | $1,979,606,000 | 88 |
| Personal trust and agency accounts, managed assets | $170,301,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,311,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $13,840,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $368,074,000 | 42 |
| Corporate trust and agency accounts, managed assets | $465,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,226,096,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $94,923,000 | 86 |
| Other fiduciary accounts, managed assets | $596,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $368,074,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $261,459,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $303,000 | 308 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $70,786,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,708,000 | 94 |
| Other retirement accounts, non-managed assets | $3,054,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $18,295,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $140,313,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,037,000 | 219 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,054,000 | 292 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,183,744,000 | 114 |
| Managed Assets ($) | $1,929,181,000 | 89 |
| Personal trust and agency accounts, managed assets | $171,192,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,282,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $13,709,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $351,529,000 | 43 |
| Corporate trust and agency accounts, managed assets | $465,000 | 123 |
| Investment management and investment advisory agency accounts, managed assets | $1,192,948,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $94,459,000 | 86 |
| Other fiduciary accounts, managed assets | $597,000 | 144 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $351,528,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $195,015,000 | 38 |
| Non-managed Assets ($) | $254,563,000 | 154 |
| Personal trust and agency accounts, non-managed assets | $156,000 | 699 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,081,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,261,000 | 93 |
| Other retirement accounts, non-managed assets | $3,002,000 | 445 |
| Corporate trust and agency accounts, non-managed assets | $18,540,000 | 82 |
| Investment management and advisory agency accounts, non-managed assets | $139,523,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,687,000 | 263 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,002,000 | 516 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,091,370,000 | 114 |
| Managed Assets ($) | $1,907,383,000 | 87 |
| Personal trust and agency accounts, managed assets | $162,728,000 | 220 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,718,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $13,003,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $326,947,000 | 43 |
| Corporate trust and agency accounts, managed assets | $463,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,135,870,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $91,057,000 | 84 |
| Other fiduciary accounts, managed assets | $2,597,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $326,947,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $183,987,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $169,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,914,000 | 242 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,967,000 | 93 |
| Other retirement accounts, non-managed assets | $2,781,000 | 251 |
| Corporate trust and agency accounts, non-managed assets | $18,798,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $131,358,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,575,000 | 224 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,781,000 | 289 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,195,378,000 | 110 |
| Managed Assets ($) | $1,854,309,000 | 87 |
| Personal trust and agency accounts, managed assets | $164,834,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,388,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $20,825,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $311,917,000 | 43 |
| Corporate trust and agency accounts, managed assets | $486,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $1,104,209,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $96,692,000 | 80 |
| Other fiduciary accounts, managed assets | $2,958,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $311,917,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $341,069,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $177,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,261,000 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,386,000 | 93 |
| Other retirement accounts, non-managed assets | $2,994,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $19,055,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $288,196,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,293,000 | 229 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,994,000 | 283 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,204,488,000 | 109 |
| Managed Assets ($) | $1,879,276,000 | 87 |
| Personal trust and agency accounts, managed assets | $201,033,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $159,414,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $10,394,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $305,536,000 | 44 |
| Corporate trust and agency accounts, managed assets | $540,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $1,099,959,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $99,441,000 | 79 |
| Other fiduciary accounts, managed assets | $2,959,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $305,536,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $325,212,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $207,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,288,000 | 242 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,675,000 | 89 |
| Other retirement accounts, non-managed assets | $2,883,000 | 251 |
| Corporate trust and agency accounts, non-managed assets | $20,104,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $270,055,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,582,000 | 231 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,883,000 | 289 |
| 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 | $2,101,183,000 | 110 |
| Managed Assets ($) | $1,794,419,000 | 86 |
| Personal trust and agency accounts, managed assets | $195,990,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $151,632,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $10,741,000 | 166 |
| Other employee benefit and retirement-related accounts, managed assets | $289,352,000 | 44 |
| Corporate trust and agency accounts, managed assets | $539,000 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $1,048,390,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $94,815,000 | 79 |
| Other fiduciary accounts, managed assets | $2,960,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $289,352,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $139,047,000 | 41 |
| Non-managed Assets ($) | $306,764,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $11,000 | 806 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,266,000 | 376 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,886,000 | 95 |
| Other retirement accounts, non-managed assets | $2,727,000 | 450 |
| Corporate trust and agency accounts, non-managed assets | $20,402,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $252,472,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,827,000 | 270 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,727,000 | 526 |
| 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 | $2,065,581,000 | 107 |
| Managed Assets ($) | $1,762,223,000 | 86 |
| Personal trust and agency accounts, managed assets | $195,430,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $153,389,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $10,700,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $280,493,000 | 43 |
| Corporate trust and agency accounts, managed assets | $538,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $1,031,589,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $87,124,000 | 83 |
| Other fiduciary accounts, managed assets | $2,960,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $280,493,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $303,358,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,196,000 | 243 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,705,000 | 90 |
| Other retirement accounts, non-managed assets | $2,798,000 | 243 |
| Corporate trust and agency accounts, non-managed assets | $20,657,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | $249,002,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,447,000 | 220 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,798,000 | 279 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,937,684,000 | 110 |
| Managed Assets ($) | $1,653,770,000 | 86 |
| Personal trust and agency accounts, managed assets | $192,352,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,556,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $10,313,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $264,823,000 | 44 |
| Corporate trust and agency accounts, managed assets | $535,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $959,576,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $85,614,000 | 82 |
| Other fiduciary accounts, managed assets | $2,001,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $262,244,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $283,914,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $0 | 314 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,052,000 | 243 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,015,000 | 89 |
| Other retirement accounts, non-managed assets | $2,747,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $20,898,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | $230,202,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,501,000 | 217 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,663,000 | 273 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,920,662,000 | 114 |
| Managed Assets ($) | $1,644,111,000 | 91 |
| Personal trust and agency accounts, managed assets | $195,813,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $143,423,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $10,498,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $256,474,000 | 46 |
| Corporate trust and agency accounts, managed assets | $533,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $946,582,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $88,740,000 | 79 |
| Other fiduciary accounts, managed assets | $2,048,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $256,474,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $276,551,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,184,000 | 244 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,423,000 | 90 |
| Other retirement accounts, non-managed assets | $2,725,000 | 242 |
| Corporate trust and agency accounts, non-managed assets | $21,137,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $223,082,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,973,000 | 227 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,725,000 | 273 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,597,500,000 | 122 |
| Managed Assets ($) | $1,545,760,000 | 90 |
| Personal trust and agency accounts, managed assets | $188,973,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,482,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $9,905,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $239,697,000 | 45 |
| Corporate trust and agency accounts, managed assets | $532,000 | 137 |
| Investment management and investment advisory agency accounts, managed assets | $895,579,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $83,544,000 | 79 |
| Other fiduciary accounts, managed assets | $2,048,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $239,697,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $116,994,000 | 44 |
| Non-managed Assets ($) | $51,740,000 | 311 |
| Personal trust and agency accounts, non-managed assets | $0 | 854 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,808,000 | 366 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,909,000 | 95 |
| Other retirement accounts, non-managed assets | $2,651,000 | 449 |
| Corporate trust and agency accounts, non-managed assets | $21,372,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,340,000 | 289 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,568,000 | 533 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,521,913,000 | 125 |
| Managed Assets ($) | $1,469,652,000 | 95 |
| Personal trust and agency accounts, managed assets | $191,313,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,752,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $9,690,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $225,496,000 | 48 |
| Corporate trust and agency accounts, managed assets | $530,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $841,941,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $82,882,000 | 76 |
| Other fiduciary accounts, managed assets | $2,048,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $225,496,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $52,261,000 | 253 |
| Personal trust and agency accounts, non-managed assets | $0 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,809,000 | 236 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,344,000 | 89 |
| Other retirement accounts, non-managed assets | $2,397,000 | 250 |
| Corporate trust and agency accounts, non-managed assets | $21,621,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | $90,000 | 172 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,054,000 | 236 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,309,000 | 273 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,524,004,000 | 129 |
| Managed Assets ($) | $1,473,459,000 | 98 |
| Personal trust and agency accounts, managed assets | $204,417,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,747,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $20,202,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $236,052,000 | 48 |
| Corporate trust and agency accounts, managed assets | $501,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $897,227,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $90,313,000 | 75 |
| 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 | $236,052,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $50,545,000 | 264 |
| Personal trust and agency accounts, non-managed assets | $0 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,022,000 | 88 |
| Other retirement accounts, non-managed assets | $2,666,000 | 250 |
| Corporate trust and agency accounts, non-managed assets | $21,857,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $144,303,000 | 178 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,666,000 | 267 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,493,220,000 | 129 |
| Managed Assets ($) | $1,442,357,000 | 96 |
| Personal trust and agency accounts, managed assets | $204,472,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,826,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $20,309,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $224,307,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $880,629,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $91,814,000 | 72 |
| 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 | $224,307,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $50,863,000 | 259 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,990,000 | 88 |
| Other retirement accounts, non-managed assets | $2,819,000 | 247 |
| Corporate trust and agency accounts, non-managed assets | $22,054,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $149,843,000 | 174 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,819,000 | 261 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,491,276,000 | 132 |
| Managed Assets ($) | $1,459,413,000 | 94 |
| Personal trust and agency accounts, managed assets | $199,266,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $92,082,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $17,555,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $214,103,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $873,803,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $62,604,000 | 86 |
| 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 | $202,101,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $103,131,000 | 45 |
| Non-managed Assets ($) | $31,863,000 | 406 |
| Personal trust and agency accounts, non-managed assets | $805,000 | 595 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,716,000 | 137 |
| Other retirement accounts, non-managed assets | $2,692,000 | 458 |
| Corporate trust and agency accounts, non-managed assets | $23,650,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,994,000 | 261 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,875,000 | 516 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,393,472,000 | 133 |
| Managed Assets ($) | $1,376,575,000 | 94 |
| Personal trust and agency accounts, managed assets | $196,592,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,637,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $16,311,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $202,101,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $816,016,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $60,918,000 | 81 |
| 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 | $202,101,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,897,000 | 319 |
| Personal trust and agency accounts, non-managed assets | $805,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $2,875,000 | 239 |
| Corporate trust and agency accounts, non-managed assets | $12,675,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $542,000 | 139 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,861,000 | 231 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,875,000 | 257 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,254,169,000 | 135 |
| Managed Assets ($) | $1,236,949,000 | 94 |
| Personal trust and agency accounts, managed assets | $189,660,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,239,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $15,236,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $180,248,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $739,498,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $57,068,000 | 76 |
| 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 | $180,248,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,220,000 | 321 |
| Personal trust and agency accounts, non-managed assets | $863,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $2,885,000 | 238 |
| Corporate trust and agency accounts, non-managed assets | $12,935,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $537,000 | 137 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,530,000 | 227 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,532,000 | 253 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,257,861,000 | 139 |
| Managed Assets ($) | $1,240,348,000 | 98 |
| Personal trust and agency accounts, managed assets | $158,548,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,665,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $17,778,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $183,175,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $765,012,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $57,170,000 | 83 |
| 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 | $183,175,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,513,000 | 323 |
| Personal trust and agency accounts, non-managed assets | $933,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $3,036,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $13,169,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | $375,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,975,000 | 242 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,036,000 | 246 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,199,275,000 | 140 |
| Managed Assets ($) | $1,181,212,000 | 100 |
| Personal trust and agency accounts, managed assets | $153,912,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,675,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $13,231,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $172,480,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $737,778,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $43,136,000 | 99 |
| 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 | $172,480,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $18,063,000 | 517 |
| Personal trust and agency accounts, non-managed assets | $1,486,000 | 528 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $3,151,000 | 432 |
| Corporate trust and agency accounts, non-managed assets | $13,426,000 | 111 |
| 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 | $53,265,000 | 303 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $3,151,000 | 498 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,156,001,000 | 145 |
| Managed Assets ($) | $1,136,731,000 | 106 |
| Personal trust and agency accounts, managed assets | $159,512,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,883,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $10,049,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $161,176,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $738,111,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,270,000 | 295 |
| Personal trust and agency accounts, non-managed assets | $2,844,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $2,761,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $13,665,000 | 92 |
| 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 | $74,956,000 | 224 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,057,878,000 | 146 |
| Managed Assets ($) | $1,041,404,000 | 108 |
| Personal trust and agency accounts, managed assets | $146,583,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,377,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $8,320,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $144,638,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $681,486,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,474,000 | 307 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $2,569,000 | 239 |
| Corporate trust and agency accounts, non-managed assets | $13,905,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,347,000 | 224 |
| 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 | $982,280,000 | 150 |
| Managed Assets ($) | $965,795,000 | 111 |
| Personal trust and agency accounts, managed assets | $135,284,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,321,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $7,052,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $125,292,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $644,846,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,485,000 | 305 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $2,358,000 | 239 |
| Corporate trust and agency accounts, non-managed assets | $14,127,000 | 88 |
| 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 | $68,422,000 | 238 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,037,670,000 | 152 |
| Managed Assets ($) | $1,019,286,000 | 109 |
| Personal trust and agency accounts, managed assets | $140,971,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,037,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $7,609,000 | 184 |
| Other employee benefit and retirement-related accounts, managed assets | $124,660,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $688,009,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,384,000 | 493 |
| Personal trust and agency accounts, non-managed assets | $0 | 946 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $4,025,000 | 402 |
| Corporate trust and agency accounts, non-managed assets | $14,359,000 | 108 |
| 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 | $66,959,000 | 286 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,174,764,000 | 149 |
| Managed Assets ($) | $1,156,895,000 | 108 |
| Personal trust and agency accounts, managed assets | $162,221,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,881,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $10,646,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $142,134,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $775,013,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,869,000 | 330 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $3,280,000 | 249 |
| Corporate trust and agency accounts, non-managed assets | $14,589,000 | 92 |
| 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 | $58,897,000 | 265 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,169,721,000 | 160 |
| Managed Assets ($) | $1,151,840,000 | 112 |
| Personal trust and agency accounts, managed assets | $169,854,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,153,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $12,178,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $150,445,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $757,210,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,881,000 | 332 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $3,072,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $14,809,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,500,000 | 270 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,208,083,000 | 162 |
| Managed Assets ($) | $1,189,787,000 | 114 |
| Personal trust and agency accounts, managed assets | $179,688,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,370,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $11,795,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $149,413,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $786,521,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,296,000 | 338 |
| Personal trust and agency accounts, non-managed assets | $25,000 | 354 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $3,246,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $15,025,000 | 88 |
| 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 | $53,134,000 | 278 |
| 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 | $1,216,448,000 | 163 |
| Managed Assets ($) | $1,197,393,000 | 114 |
| Personal trust and agency accounts, managed assets | $168,572,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,472,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $12,321,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $150,393,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $804,635,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,055,000 | 516 |
| Personal trust and agency accounts, non-managed assets | $0 | 969 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $3,817,000 | 439 |
| Corporate trust and agency accounts, non-managed assets | $15,238,000 | 103 |
| 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 | $38,045,000 | 381 |
| 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 | $1,035,749,000 | 178 |
| Managed Assets ($) | $1,014,318,000 | 130 |
| Personal trust and agency accounts, managed assets | $163,222,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,899,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $2,352,000 | 195 |
| Other employee benefit and retirement-related accounts, managed assets | $114,035,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $674,810,000 | 88 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,431,000 | 315 |
| Personal trust and agency accounts, non-managed assets | $0 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $5,984,000 | 211 |
| Corporate trust and agency accounts, non-managed assets | $15,447,000 | 86 |
| 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 | $39,061,000 | 293 |
| 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 | $854,241,000 | 198 |
| Managed Assets ($) | $832,691,000 | 155 |
| Personal trust and agency accounts, managed assets | $157,606,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,738,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $2,300,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $107,600,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $509,447,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,550,000 | 322 |
| Personal trust and agency accounts, non-managed assets | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $5,899,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $15,651,000 | 87 |
| 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 | $37,199,000 | 301 |
| 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 | $813,362,000 | 200 |
| Managed Assets ($) | $791,451,000 | 154 |
| Personal trust and agency accounts, managed assets | $152,185,000 | 231 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,596,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $2,184,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $101,109,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $482,377,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,911,000 | 324 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $6,057,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $15,854,000 | 89 |
| 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 | $32,369,000 | 302 |
| 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 | $770,614,000 | 208 |
| Managed Assets ($) | $750,444,000 | 159 |
| Personal trust and agency accounts, managed assets | $157,797,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,289,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $2,167,000 | 316 |
| Other employee benefit and retirement-related accounts, managed assets | $94,518,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $444,673,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,170,000 | 516 |
| Personal trust and agency accounts, non-managed assets | $0 | 983 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $6,233,000 | 352 |
| Corporate trust and agency accounts, non-managed assets | $13,937,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,434,000 | 367 |
| 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 | $696,028,000 | 224 |
| Managed Assets ($) | $675,903,000 | 174 |
| Personal trust and agency accounts, managed assets | $148,645,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,675,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $2,484,000 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $83,621,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $393,478,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,125,000 | 325 |
| Personal trust and agency accounts, non-managed assets | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $5,994,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $14,131,000 | 96 |
| 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 | $45,095,000 | 283 |
| 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 | $655,995,000 | 232 |
| Managed Assets ($) | $638,574,000 | 181 |
| Personal trust and agency accounts, managed assets | $142,658,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,734,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $2,316,000 | 211 |
| Other employee benefit and retirement-related accounts, managed assets | $76,530,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $370,336,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,421,000 | 337 |
| Personal trust and agency accounts, non-managed assets | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $5,834,000 | 228 |
| Corporate trust and agency accounts, non-managed assets | $11,587,000 | 101 |
| 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 | $56,099,000 | 274 |
| 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 | $644,222,000 | 234 |
| Managed Assets ($) | $626,503,000 | 183 |
| Personal trust and agency accounts, managed assets | $147,073,000 | 235 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,768,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $2,315,000 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $73,530,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $355,817,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,719,000 | 338 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $5,961,000 | 228 |
| Corporate trust and agency accounts, non-managed assets | $11,758,000 | 98 |
| 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 | $51,748,000 | 282 |
| 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 | $609,205,000 | 235 |
| Managed Assets ($) | $591,269,000 | 187 |
| Personal trust and agency accounts, managed assets | $144,994,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,531,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $2,237,000 | 329 |
| Other employee benefit and retirement-related accounts, managed assets | $68,263,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $331,244,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,936,000 | 532 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $6,009,000 | 357 |
| Corporate trust and agency accounts, non-managed assets | $11,927,000 | 125 |
| 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 | $66,138,000 | 322 |
| 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 | $576,740,000 | 237 |
| Managed Assets ($) | $560,185,000 | 189 |
| Personal trust and agency accounts, managed assets | $144,805,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,183,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $2,205,000 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $65,898,000 | 104 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $304,094,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,555,000 | 334 |
| Personal trust and agency accounts, non-managed assets | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $5,871,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $10,684,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,088,000 | 263 |
| 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 | $543,932,000 | 239 |
| Managed Assets ($) | $527,672,000 | 197 |
| Personal trust and agency accounts, managed assets | $143,573,000 | 223 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,267,000 | 150 |
| Employee benefit-defined benefit accounts, managed assets | $2,156,000 | 221 |
| Other employee benefit and retirement-related accounts, managed assets | $58,251,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $283,425,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,260,000 | 346 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $5,669,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $10,591,000 | 108 |
| 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 | $51,040,000 | 281 |
| 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 | $508,157,000 | 249 |
| Managed Assets ($) | $491,610,000 | 204 |
| Personal trust and agency accounts, managed assets | $141,472,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,579,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $2,044,000 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $53,043,000 | 122 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $254,472,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,547,000 | 346 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $5,649,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $10,898,000 | 105 |
| 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 | $47,954,000 | 289 |
| 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 | $499,067,000 | 252 |
| Managed Assets ($) | $481,927,000 | 200 |
| Personal trust and agency accounts, managed assets | $142,445,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,716,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $2,059,000 | 331 |
| Other employee benefit and retirement-related accounts, managed assets | $50,834,000 | 131 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $245,873,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,140,000 | 538 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $5,963,000 | 358 |
| Corporate trust and agency accounts, non-managed assets | $11,177,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,180,000 | 337 |
| 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 | $461,571,000 | 253 |
| Managed Assets ($) | $444,365,000 | 201 |
| Personal trust and agency accounts, managed assets | $138,302,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,248,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $1,951,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $42,364,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $221,500,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,206,000 | 336 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $5,718,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $11,488,000 | 107 |
| 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 | $47,271,000 | 291 |
| 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 | $444,494,000 | 261 |
| Managed Assets ($) | $426,202,000 | 205 |
| Personal trust and agency accounts, managed assets | $140,587,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,027,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $1,928,000 | 221 |
| Other employee benefit and retirement-related accounts, managed assets | $40,417,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $204,243,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,292,000 | 346 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $6,507,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $11,785,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,478,000 | 286 |
| 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 | $447,046,000 | 264 |
| Managed Assets ($) | $428,368,000 | 208 |
| Personal trust and agency accounts, managed assets | $144,589,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,607,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $1,936,000 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $41,147,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $206,089,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,678,000 | 344 |
| Personal trust and agency accounts, non-managed assets | $300,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $6,387,000 | 214 |
| Corporate trust and agency accounts, non-managed assets | $11,991,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,932,000 | 297 |
| 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 | $423,377,000 | 281 |
| Managed Assets ($) | $404,298,000 | 216 |
| Personal trust and agency accounts, managed assets | $136,883,000 | 240 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,036,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $1,832,000 | 329 |
| Other employee benefit and retirement-related accounts, managed assets | $38,633,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $192,914,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,079,000 | 524 |
| Personal trust and agency accounts, non-managed assets | $709,000 | 689 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $6,111,000 | 357 |
| Corporate trust and agency accounts, non-managed assets | $12,259,000 | 154 |
| 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 | $50,491,000 | 358 |
| 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 | $404,018,000 | 289 |
| Managed Assets ($) | $396,392,000 | 222 |
| Personal trust and agency accounts, managed assets | $141,335,000 | 236 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,423,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $1,734,000 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $38,611,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $184,289,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,626,000 | 390 |
| Personal trust and agency accounts, non-managed assets | $1,610,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $6,016,000 | 230 |
| 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 | $80,689,000 | 270 |
| 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 | $384,848,000 | 297 |
| Managed Assets ($) | $383,050,000 | 228 |
| Personal trust and agency accounts, managed assets | $132,484,000 | 242 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,541,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $1,725,000 | 227 |
| Other employee benefit and retirement-related accounts, managed assets | $39,854,000 | 143 |
| Corporate trust and agency accounts, managed assets | $286,000 | 111 |
| Investment management and investment advisory agency accounts, managed assets | $180,160,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,798,000 | 419 |
| Personal trust and agency accounts, non-managed assets | $1,798,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| 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 | $77,752,000 | 276 |
| 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 | $359,725,000 | 306 |
| Managed Assets ($) | $359,671,000 | 234 |
| Personal trust and agency accounts, managed assets | $127,721,000 | 256 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,079,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $1,642,000 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $37,151,000 | 143 |
| Corporate trust and agency accounts, managed assets | $245,000 | 118 |
| Investment management and investment advisory agency accounts, managed assets | $167,833,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $54,000 | 453 |
| Personal trust and agency accounts, non-managed assets | $54,000 | 381 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,004,000 | 272 |
| 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 | $352,565,000 | 310 |
| Managed Assets ($) | $350,763,000 | 237 |
| Personal trust and agency accounts, managed assets | $126,902,000 | 265 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,936,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $1,590,000 | 352 |
| Other employee benefit and retirement-related accounts, managed assets | $37,650,000 | 148 |
| Corporate trust and agency accounts, managed assets | $507,000 | 231 |
| Investment management and investment advisory agency accounts, managed assets | $157,178,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,802,000 | 987 |
| Personal trust and agency accounts, non-managed assets | $1,713,000 | 572 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,000 | 759 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $86,000 | 834 |
| 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 | $81,345,000 | 314 |
| 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 | $384,845,000 | 287 |
| Managed Assets ($) | $383,999,000 | 225 |
| Personal trust and agency accounts, managed assets | $155,520,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,839,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $41,802,000 | 128 |
| Corporate trust and agency accounts, managed assets | $590,000 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $160,248,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $846,000 | 1,097 |
| Personal trust and agency accounts, non-managed assets | $843,000 | 652 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,000 | 723 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 407 |
| 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 | $107,582,000 | 257 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |