| 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 | $4,945,870,000 | 78 |
| Managed Assets ($) | $3,560,262,000 | 62 |
| Personal trust and agency accounts, managed assets | $3,059,784,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $89,088,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $208,953,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $202,401,000 | 48 |
| Corporate trust and agency accounts, managed assets | $36,000 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,385,608,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $116,028,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $634,201,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $580,260,000 | 47 |
| Other retirement accounts, non-managed assets | $54,889,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $230,000 | 155 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $966,370,000 | 112 |
| 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 | $4,838,391,000 | 78 |
| Managed Assets ($) | $3,505,448,000 | 61 |
| Personal trust and agency accounts, managed assets | $3,024,647,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $90,759,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $200,515,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $189,468,000 | 48 |
| Corporate trust and agency accounts, managed assets | $59,000 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,332,943,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $112,710,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $603,759,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $559,997,000 | 47 |
| Other retirement accounts, non-managed assets | $56,135,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $342,000 | 151 |
| 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 | $963,497,000 | 113 |
| 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 | $4,737,961,000 | 77 |
| Managed Assets ($) | $3,460,292,000 | 62 |
| Personal trust and agency accounts, managed assets | $2,990,437,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $90,594,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $193,105,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $186,037,000 | 48 |
| Corporate trust and agency accounts, managed assets | $119,000 | 216 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 891 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,277,669,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $100,577,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $559,761,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $544,071,000 | 46 |
| Other retirement accounts, non-managed assets | $61,755,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $11,505,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $939,971,000 | 114 |
| 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 | $4,265,780,000 | 84 |
| Managed Assets ($) | $3,081,910,000 | 68 |
| Personal trust and agency accounts, managed assets | $2,630,003,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $93,872,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $181,812,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $176,106,000 | 54 |
| Corporate trust and agency accounts, managed assets | $117,000 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,183,870,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $83,239,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $524,678,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $511,346,000 | 47 |
| Other retirement accounts, non-managed assets | $62,203,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $2,404,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $735,966,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | 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 | $4,107,204,000 | 90 |
| Managed Assets ($) | $2,949,596,000 | 72 |
| Personal trust and agency accounts, managed assets | $2,514,755,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $90,538,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $171,902,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $172,285,000 | 57 |
| Corporate trust and agency accounts, managed assets | $116,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,157,608,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $79,311,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $514,184,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $499,829,000 | 52 |
| Other retirement accounts, non-managed assets | $61,880,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $2,404,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $722,168,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,186,141,000 | 90 |
| Managed Assets ($) | $2,985,333,000 | 72 |
| Personal trust and agency accounts, managed assets | $2,546,439,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $91,738,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $174,601,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $172,420,000 | 57 |
| Corporate trust and agency accounts, managed assets | $135,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,200,808,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $100,429,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $526,743,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $507,860,000 | 52 |
| Other retirement accounts, non-managed assets | $63,371,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $2,405,000 | 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 | 127 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $746,328,000 | 121 |
| 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 | $4,083,732,000 | 88 |
| Managed Assets ($) | $2,946,205,000 | 74 |
| Personal trust and agency accounts, managed assets | $2,522,761,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $83,516,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $175,567,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $164,228,000 | 58 |
| Corporate trust and agency accounts, managed assets | $133,000 | 233 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 918 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,137,527,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $105,308,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $493,592,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $473,519,000 | 53 |
| Other retirement accounts, non-managed assets | $62,694,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $2,414,000 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $734,802,000 | 120 |
| 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 | $3,916,255,000 | 90 |
| Managed Assets ($) | $2,946,002,000 | 73 |
| Personal trust and agency accounts, managed assets | $2,515,927,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $88,845,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $174,970,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $166,128,000 | 56 |
| Corporate trust and agency accounts, managed assets | $132,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $970,253,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $103,687,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $485,679,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $313,080,000 | 56 |
| Other retirement accounts, non-managed assets | $65,671,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $2,136,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $755,234,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | 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 | $3,734,037,000 | 90 |
| Managed Assets ($) | $2,809,933,000 | 72 |
| Personal trust and agency accounts, managed assets | $2,394,194,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $86,202,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $168,994,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $160,412,000 | 57 |
| Corporate trust and agency accounts, managed assets | $131,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $924,104,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $88,706,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $470,482,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $304,009,000 | 56 |
| Other retirement accounts, non-managed assets | $58,763,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $2,144,000 | 135 |
| 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 | $787,798,000 | 111 |
| 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 | $3,598,793,000 | 94 |
| Managed Assets ($) | $2,693,309,000 | 77 |
| Personal trust and agency accounts, managed assets | $2,296,318,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $83,641,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $169,233,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $143,987,000 | 62 |
| Corporate trust and agency accounts, managed assets | $130,000 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $905,484,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $89,421,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $462,405,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $296,091,000 | 57 |
| Other retirement accounts, non-managed assets | $55,474,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $2,093,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $776,519,000 | 115 |
| 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 | $3,577,151,000 | 97 |
| Managed Assets ($) | $2,674,838,000 | 80 |
| Personal trust and agency accounts, managed assets | $2,257,565,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $117,177,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $152,731,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $147,233,000 | 62 |
| Corporate trust and agency accounts, managed assets | $132,000 | 235 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 911 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $902,313,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $96,627,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $450,446,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $287,056,000 | 57 |
| Other retirement accounts, non-managed assets | $56,684,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $11,492,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,000 | 250 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $771,031,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | 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 | $3,329,606,000 | 99 |
| Managed Assets ($) | $2,423,326,000 | 81 |
| Personal trust and agency accounts, managed assets | $2,047,981,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $101,377,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $136,551,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $137,285,000 | 65 |
| Corporate trust and agency accounts, managed assets | $132,000 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $906,280,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $145,045,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $425,628,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $264,260,000 | 59 |
| Other retirement accounts, non-managed assets | $57,106,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $14,198,000 | 102 |
| 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 | $43,000 | 111 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $686,128,000 | 127 |
| 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 | $2,788,056,000 | 111 |
| Managed Assets ($) | $2,028,704,000 | 88 |
| Personal trust and agency accounts, managed assets | $1,743,429,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $44,613,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $114,700,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $125,830,000 | 69 |
| Corporate trust and agency accounts, managed assets | $132,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $759,352,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $75,496,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $374,633,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $264,070,000 | 60 |
| Other retirement accounts, non-managed assets | $42,701,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $2,452,000 | 142 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $678,636,000 | 124 |
| 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 | $2,814,671,000 | 109 |
| Managed Assets ($) | $2,041,143,000 | 90 |
| Personal trust and agency accounts, managed assets | $1,763,888,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,135,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $107,234,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $127,648,000 | 68 |
| Corporate trust and agency accounts, managed assets | $238,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $773,528,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $75,773,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $371,585,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $280,451,000 | 60 |
| Other retirement accounts, non-managed assets | $43,271,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $2,448,000 | 149 |
| 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 | $690,998,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | 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 | $2,747,757,000 | 115 |
| Managed Assets ($) | $2,007,332,000 | 91 |
| Personal trust and agency accounts, managed assets | $1,738,008,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $40,988,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $103,965,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $122,730,000 | 69 |
| Corporate trust and agency accounts, managed assets | $1,641,000 | 159 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $740,425,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $74,525,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $353,434,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $266,461,000 | 66 |
| Other retirement accounts, non-managed assets | $43,274,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $2,731,000 | 225 |
| 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 | $655,921,000 | 133 |
| 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 | $2,544,009,000 | 120 |
| Managed Assets ($) | $1,848,228,000 | 95 |
| Personal trust and agency accounts, managed assets | $1,597,539,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $40,823,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $95,292,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $112,954,000 | 74 |
| Corporate trust and agency accounts, managed assets | $1,620,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $695,781,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $70,727,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $332,827,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $248,076,000 | 68 |
| Other retirement accounts, non-managed assets | $41,185,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $2,966,000 | 150 |
| 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 | $629,337,000 | 133 |
| 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 | $2,473,282,000 | 124 |
| Managed Assets ($) | $1,832,140,000 | 96 |
| Personal trust and agency accounts, managed assets | $1,554,864,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $70,812,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $95,027,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $109,777,000 | 75 |
| Corporate trust and agency accounts, managed assets | $1,660,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $641,142,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $69,695,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $284,872,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $246,049,000 | 67 |
| Other retirement accounts, non-managed assets | $37,562,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $2,964,000 | 152 |
| 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 | $621,939,000 | 134 |
| 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 | $2,248,850,000 | 126 |
| Managed Assets ($) | $1,700,541,000 | 103 |
| Personal trust and agency accounts, managed assets | $1,439,774,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $71,329,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $84,920,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $102,874,000 | 76 |
| Corporate trust and agency accounts, managed assets | $1,644,000 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $548,309,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $63,309,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $251,500,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $194,369,000 | 75 |
| Other retirement accounts, non-managed assets | $36,183,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $2,948,000 | 156 |
| 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 | $586,723,000 | 135 |
| 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 | $2,281,860,000 | 124 |
| Managed Assets ($) | $1,713,561,000 | 101 |
| Personal trust and agency accounts, managed assets | $1,439,760,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $70,703,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $86,851,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $102,917,000 | 78 |
| Corporate trust and agency accounts, managed assets | $13,330,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $568,299,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $69,553,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $240,427,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $214,485,000 | 75 |
| Other retirement accounts, non-managed assets | $40,839,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $2,995,000 | 229 |
| 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 | $590,242,000 | 140 |
| 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 | $2,090,694,000 | 120 |
| Managed Assets ($) | $1,443,253,000 | 106 |
| Personal trust and agency accounts, managed assets | $1,161,101,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $124,996,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $53,456,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $101,314,000 | 82 |
| Corporate trust and agency accounts, managed assets | $2,386,000 | 161 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $647,441,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $107,600,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $208,464,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $274,062,000 | 61 |
| Other retirement accounts, non-managed assets | $54,057,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $3,258,000 | 220 |
| 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 | $813,731,000 | 114 |
| 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 |
