Home > State Street Bank and Trust Company > Number of Fiduciary and Related Asset Accounts
State Street Bank and Trust Company, Number of Fiduciary and Related Asset Accounts
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,104,000 | 2 |
| Number of Managed Accounts | $12,454,000 | 19 |
| Personal Trust and Agency Accounts | $2,636,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,610,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $2,245,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $396,000 | 191 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $670,000 | 109 |
| Number of foundation and endowment trust and agency accounts, managed assets | $871,000 | 12 |
| Other Fiduciary Accounts | $26,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $226,000 | 232 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Number of Non-Managed Accounts | $1,123,650,000 | 2 |
| Personal Trust and Agency Accounts | $4,000 | 447 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,687,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,224,000 | 27 |
| Number non-managed other employee benefit and retirement-related accounts | $1,096,311,000 | 3 |
| Corporate Trust and Agency Accounts | $20,000 | 113 |
| Number of investment management and advisory agency accounts, non-managed assets | $69,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $60,000 | 11 |
| Other Fiduciary Accounts | $7,275,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $35,638,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $9,784,000 | 10 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,096,434,000 | 7 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,159,035,000 | 1 |
| Number of Managed Accounts | $12,356,000 | 20 |
| Personal Trust and Agency Accounts | $2,653,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,458,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $2,277,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $395,000 | 174 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $665,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | $882,000 | 12 |
| Other Fiduciary Accounts | $26,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $224,000 | 197 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,146,679,000 | 1 |
| Personal Trust and Agency Accounts | $5,490,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $17,954,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,198,000 | 22 |
| Number non-managed other employee benefit and retirement-related accounts | $1,109,490,000 | 2 |
| Corporate Trust and Agency Accounts | $19,000 | 69 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,688,000 | 6 |
| Number (#) individual retirement, health savings, and other similar accounts | $355,000 | 5 |
| Other Fiduciary Accounts | $7,485,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,016,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $9,848,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,105,187,000 | 6 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,159,422,000 | 2 |
| Number of Managed Accounts | $12,488,000 | 20 |
| Personal Trust and Agency Accounts | $2,782,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,334,000 | 18 |
| Employee Benefit-defined Benefit Accounts | $2,383,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $399,000 | 188 |
| Corporate Trust and Agency Accounts | $0 | 125 |
| Number of managed investment management and investment advisory agency accounts | $674,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | $889,000 | 12 |
| Other Fiduciary Accounts | $27,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $229,000 | 214 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,146,934,000 | 2 |
| Personal Trust and Agency Accounts | $4,983,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,173,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $2,133,000 | 25 |
| Number non-managed other employee benefit and retirement-related accounts | $1,110,881,000 | 3 |
| Corporate Trust and Agency Accounts | $19,000 | 106 |
| Number of investment management and advisory agency accounts, non-managed assets | $2,954,000 | 4 |
| Number (#) individual retirement, health savings, and other similar accounts | $303,000 | 5 |
| Other Fiduciary Accounts | $7,488,000 | 1 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $36,049,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $9,882,000 | 7 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,107,586,000 | 6 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,157,082,000 | 2 |
| Number of Managed Accounts | $12,612,000 | 23 |
| Personal Trust and Agency Accounts | $2,924,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,263,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,411,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $388,000 | 152 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $692,000 | 108 |
| Number of foundation and endowment trust and agency accounts, managed assets | $908,000 | 12 |
| Other Fiduciary Accounts | $26,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $224,000 | 197 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,144,470,000 | 2 |
| Personal Trust and Agency Accounts | $4,904,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,381,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,081,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,114,606,000 | 2 |
| Corporate Trust and Agency Accounts | $21,000 | 61 |
| Number of investment management and advisory agency accounts, non-managed assets | $3,017,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $298,000 | 6 |
| Other Fiduciary Accounts | $1,162,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,207,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $16,174,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,111,260,000 | 6 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,161,837,000 | 2 |
| Number of Managed Accounts | $12,509,000 | 24 |
| Personal Trust and Agency Accounts | $2,942,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $5,111,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,437,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $393,000 | 166 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $685,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | $915,000 | 12 |
| Other Fiduciary Accounts | $26,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $227,000 | 231 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Number of Non-Managed Accounts | $1,149,328,000 | 2 |
| Personal Trust and Agency Accounts | $5,774,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $18,612,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $1,908,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,117,419,000 | 2 |
| Corporate Trust and Agency Accounts | $22,000 | 77 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,198,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $619,000 | 2 |
| Other Fiduciary Accounts | $776,000 | 10 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $22,462,000 | 19 |
| Fiduciary Accounts Held in Foreign Offices | $7,693,000 | 6 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,115,122,000 | 6 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,165,143,000 | 2 |
| Number of Managed Accounts | $12,470,000 | 24 |
| Personal Trust and Agency Accounts | $3,067,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,769,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,496,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $416,000 | 147 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $702,000 | 103 |
| Number of foundation and endowment trust and agency accounts, managed assets | $993,000 | 11 |
| Other Fiduciary Accounts | $27,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $250,000 | 199 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,152,673,000 | 2 |
| Personal Trust and Agency Accounts | $5,807,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,786,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $3,414,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,117,988,000 | 2 |
| Corporate Trust and Agency Accounts | $18,000 | 65 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,182,000 | 3 |
| Number (#) individual retirement, health savings, and other similar accounts | $373,000 | 5 |
| Other Fiduciary Accounts | $1,105,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $42,405,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $29,188,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,120,499,000 | 6 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,165,238,000 | 2 |
| Number of Managed Accounts | $12,352,000 | 23 |
| Personal Trust and Agency Accounts | $3,104,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,651,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,490,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $413,000 | 144 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $692,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | $976,000 | 11 |
| Other Fiduciary Accounts | $26,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $248,000 | 206 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,152,886,000 | 2 |
| Personal Trust and Agency Accounts | $5,855,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $19,837,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $3,406,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,117,999,000 | 2 |
| Corporate Trust and Agency Accounts | $22,000 | 63 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,295,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $377,000 | 5 |
| Other Fiduciary Accounts | $1,095,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $42,915,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $16,517,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,120,548,000 | 5 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,165,955,000 | 2 |
| Number of Managed Accounts | $12,263,000 | 22 |
| Personal Trust and Agency Accounts | $3,126,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,546,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,493,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $415,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 72 |
| Number of managed investment management and investment advisory agency accounts | $686,000 | 99 |
| Number of foundation and endowment trust and agency accounts, managed assets | $971,000 | 11 |
| Other Fiduciary Accounts | $26,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $249,000 | 191 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,153,692,000 | 2 |
| Personal Trust and Agency Accounts | $5,865,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,152,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $1,736,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,120,050,000 | 2 |
| Corporate Trust and Agency Accounts | $21,000 | 58 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,408,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $381,000 | 5 |
| Other Fiduciary Accounts | $1,079,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $44,346,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $16,547,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,122,624,000 | 5 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,167,990,000 | 2 |
| Number of Managed Accounts | $12,111,000 | 22 |
| Personal Trust and Agency Accounts | $3,148,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,450,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,447,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $409,000 | 152 |
| Corporate Trust and Agency Accounts | $0 | 160 |
| Number of managed investment management and investment advisory agency accounts | $687,000 | 98 |
| Number of foundation and endowment trust and agency accounts, managed assets | $943,000 | 11 |
| Other Fiduciary Accounts | $27,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $250,000 | 214 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Number of Non-Managed Accounts | $1,155,879,000 | 2 |
| Personal Trust and Agency Accounts | $5,914,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,606,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $1,723,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,121,626,000 | 2 |
| Corporate Trust and Agency Accounts | $26,000 | 70 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,487,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $383,000 | 5 |
| Other Fiduciary Accounts | $1,114,000 | 8 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,765,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $13,120,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,121,343,000 | 5 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,171,847,000 | 2 |
| Number of Managed Accounts | $11,941,000 | 22 |
| Personal Trust and Agency Accounts | $3,159,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,300,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,423,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $413,000 | 139 |
| Corporate Trust and Agency Accounts | $0 | 71 |
| Number of managed investment management and investment advisory agency accounts | $683,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | $938,000 | 10 |
| Other Fiduciary Accounts | $25,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $250,000 | 192 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,159,906,000 | 2 |
| Personal Trust and Agency Accounts | $5,895,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,898,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $2,296,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,124,674,000 | 2 |
| Corporate Trust and Agency Accounts | $19,000 | 60 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,594,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $383,000 | 5 |
| Other Fiduciary Accounts | $1,147,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,281,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $12,744,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,126,215,000 | 5 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,171,913,000 | 2 |
| Number of Managed Accounts | $11,771,000 | 23 |
| Personal Trust and Agency Accounts | $3,157,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,181,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,406,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $412,000 | 145 |
| Corporate Trust and Agency Accounts | $0 | 76 |
| Number of managed investment management and investment advisory agency accounts | $670,000 | 100 |
| Number of foundation and endowment trust and agency accounts, managed assets | $920,000 | 10 |
| Other Fiduciary Accounts | $25,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $252,000 | 208 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,160,142,000 | 2 |
| Personal Trust and Agency Accounts | $5,977,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,590,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $3,044,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,124,278,000 | 2 |
| Corporate Trust and Agency Accounts | $14,000 | 69 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,681,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $391,000 | 4 |
| Other Fiduciary Accounts | $1,167,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,173,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $17,977,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,126,550,000 | 5 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,187,313,000 | 2 |
| Number of Managed Accounts | $11,501,000 | 23 |
| Personal Trust and Agency Accounts | $3,181,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,926,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,381,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $423,000 | 137 |
| Corporate Trust and Agency Accounts | $0 | 70 |
| Number of managed investment management and investment advisory agency accounts | $661,000 | 100 |
| Number of foundation and endowment trust and agency accounts, managed assets | $904,000 | 10 |
| Other Fiduciary Accounts | $25,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $256,000 | 195 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,175,812,000 | 2 |
| Personal Trust and Agency Accounts | $6,223,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $20,882,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $3,045,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,139,161,000 | 2 |
| Corporate Trust and Agency Accounts | $13,000 | 64 |
| Number of investment management and advisory agency accounts, non-managed assets | $4,874,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $403,000 | 4 |
| Other Fiduciary Accounts | $1,211,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,350,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $17,827,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,141,566,000 | 5 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,455,973,000 | 2 |
| Number of Managed Accounts | $11,278,000 | 24 |
| Personal Trust and Agency Accounts | $3,208,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,760,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,352,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $397,000 | 149 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $659,000 | 99 |
| Number of foundation and endowment trust and agency accounts, managed assets | $875,000 | 10 |
| Other Fiduciary Accounts | $27,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $239,000 | 218 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $1,444,695,000 | 2 |
| Personal Trust and Agency Accounts | $6,241,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,167,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $2,862,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,407,614,000 | 2 |
| Corporate Trust and Agency Accounts | $1,000 | 189 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,021,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $403,000 | 4 |
| Other Fiduciary Accounts | $1,386,000 | 7 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,638,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $18,086,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,407,037,000 | 5 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,442,939,000 | 2 |
| Number of Managed Accounts | $11,108,000 | 24 |
| Personal Trust and Agency Accounts | $3,236,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,616,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,304,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $397,000 | 139 |
| Corporate Trust and Agency Accounts | $0 | 74 |
| Number of managed investment management and investment advisory agency accounts | $655,000 | 98 |
| Number of foundation and endowment trust and agency accounts, managed assets | $873,000 | 10 |
| Other Fiduciary Accounts | $27,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $240,000 | 196 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,431,831,000 | 2 |
| Personal Trust and Agency Accounts | $6,194,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,534,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $2,355,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,394,054,000 | 2 |
| Corporate Trust and Agency Accounts | $1,000 | 103 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,143,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $415,000 | 3 |
| Other Fiduciary Accounts | $2,135,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $43,722,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $18,572,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,396,612,000 | 5 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,443,586,000 | 2 |
| Number of Managed Accounts | $11,044,000 | 24 |
| Personal Trust and Agency Accounts | $3,268,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,496,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,271,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $458,000 | 130 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $660,000 | 98 |
| Number of foundation and endowment trust and agency accounts, managed assets | $864,000 | 11 |
| Other Fiduciary Accounts | $27,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $243,000 | 203 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,432,542,000 | 2 |
| Personal Trust and Agency Accounts | $6,226,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $21,639,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $2,343,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $1,394,393,000 | 2 |
| Corporate Trust and Agency Accounts | $1,000 | 112 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,263,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $425,000 | 3 |
| Other Fiduciary Accounts | $2,252,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $44,539,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $18,870,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,393,923,000 | 5 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,454,613,000 | 2 |
| Number of Managed Accounts | $11,011,000 | 25 |
| Personal Trust and Agency Accounts | $3,316,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,396,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,298,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $466,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 73 |
| Number of managed investment management and investment advisory agency accounts | $653,000 | 98 |
| Number of foundation and endowment trust and agency accounts, managed assets | $853,000 | 11 |
| Other Fiduciary Accounts | $29,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $248,000 | 190 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,443,602,000 | 2 |
| Personal Trust and Agency Accounts | $6,217,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,015,000 | 8 |
| Employee Benefit-defined Benefit Accounts | $10,789,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,413,091,000 | 2 |
| Corporate Trust and Agency Accounts | $61,000 | 47 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,392,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,244,000 | 1 |
| Other Fiduciary Accounts | $3,793,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $31,453,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $18,836,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,394,939,000 | 6 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,464,314,000 | 1 |
| Number of Managed Accounts | $10,914,000 | 25 |
| Personal Trust and Agency Accounts | $3,354,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,248,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,296,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $471,000 | 129 |
| Corporate Trust and Agency Accounts | $0 | 158 |
| Number of managed investment management and investment advisory agency accounts | $647,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | $868,000 | 10 |
| Other Fiduciary Accounts | $30,000 | 29 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $253,000 | 209 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Number of Non-Managed Accounts | $1,453,400,000 | 1 |
| Personal Trust and Agency Accounts | $6,357,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,094,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $11,032,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,422,072,000 | 1 |
| Corporate Trust and Agency Accounts | $61,000 | 59 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,578,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,262,000 | 1 |
| Other Fiduciary Accounts | $3,944,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,296,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $23,355,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,406,559,000 | 5 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,462,315,000 | 1 |
| Number of Managed Accounts | $10,845,000 | 26 |
| Personal Trust and Agency Accounts | $3,359,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,199,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,335,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $447,000 | 124 |
| Corporate Trust and Agency Accounts | $0 | 79 |
| Number of managed investment management and investment advisory agency accounts | $611,000 | 107 |
| Number of foundation and endowment trust and agency accounts, managed assets | $864,000 | 11 |
| Other Fiduciary Accounts | $30,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $247,000 | 189 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,451,470,000 | 1 |
| Personal Trust and Agency Accounts | $6,493,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,129,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $11,146,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,419,606,000 | 1 |
| Corporate Trust and Agency Accounts | $64,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,691,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,275,000 | 1 |
| Other Fiduciary Accounts | $4,066,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,171,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $19,464,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,400,786,000 | 5 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,463,271,000 | 1 |
| Number of Managed Accounts | $10,820,000 | 26 |
| Personal Trust and Agency Accounts | $3,373,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,156,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,324,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $464,000 | 123 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $623,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | $850,000 | 12 |
| Other Fiduciary Accounts | $30,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $256,000 | 195 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,452,451,000 | 1 |
| Personal Trust and Agency Accounts | $6,621,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,158,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $11,282,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,419,932,000 | 1 |
| Corporate Trust and Agency Accounts | $67,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $5,890,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,263,000 | 1 |
| Other Fiduciary Accounts | $4,238,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,102,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $23,382,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,401,163,000 | 5 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,725,958,000 | 1 |
| Number of Managed Accounts | $10,717,000 | 26 |
| Personal Trust and Agency Accounts | $3,434,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,057,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,293,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $457,000 | 123 |
| Corporate Trust and Agency Accounts | $0 | 77 |
| Number of managed investment management and investment advisory agency accounts | $617,000 | 102 |
| Number of foundation and endowment trust and agency accounts, managed assets | $822,000 | 12 |
| Other Fiduciary Accounts | $37,000 | 25 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $272,000 | 185 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,715,241,000 | 1 |
| Personal Trust and Agency Accounts | $6,809,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,208,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $11,282,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,682,363,000 | 1 |
| Corporate Trust and Agency Accounts | $68,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,137,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,305,000 | 1 |
| Other Fiduciary Accounts | $4,069,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,951,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $19,434,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,663,653,000 | 3 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,469,990,000 | 1 |
| Number of Managed Accounts | $10,648,000 | 27 |
| Personal Trust and Agency Accounts | $3,460,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,969,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,292,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $466,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 155 |
| Number of managed investment management and investment advisory agency accounts | $611,000 | 99 |
| Number of foundation and endowment trust and agency accounts, managed assets | $810,000 | 13 |
| Other Fiduciary Accounts | $40,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $256,000 | 195 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Number of Non-Managed Accounts | $1,459,342,000 | 1 |
| Personal Trust and Agency Accounts | $6,893,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,254,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $11,393,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,426,109,000 | 1 |
| Corporate Trust and Agency Accounts | $69,000 | 62 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,307,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,350,000 | 1 |
| Other Fiduciary Accounts | $3,967,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $39,684,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $23,069,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,407,306,000 | 4 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,467,960,000 | 2 |
| Number of Managed Accounts | $10,519,000 | 27 |
| Personal Trust and Agency Accounts | $3,454,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,910,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,258,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $464,000 | 122 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $614,000 | 100 |
| Number of foundation and endowment trust and agency accounts, managed assets | $779,000 | 13 |
| Other Fiduciary Accounts | $40,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $252,000 | 187 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,457,441,000 | 2 |
| Personal Trust and Agency Accounts | $6,940,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,287,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $34,360,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,401,051,000 | 2 |
| Corporate Trust and Agency Accounts | $68,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,543,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,399,000 | 1 |
| Other Fiduciary Accounts | $3,793,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,692,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $19,420,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,403,006,000 | 4 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,470,743,000 | 1 |
| Number of Managed Accounts | $10,517,000 | 28 |
| Personal Trust and Agency Accounts | $3,459,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,889,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,262,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $478,000 | 114 |
| Corporate Trust and Agency Accounts | $0 | 80 |
| Number of managed investment management and investment advisory agency accounts | $628,000 | 97 |
| Number of foundation and endowment trust and agency accounts, managed assets | $761,000 | 13 |
| Other Fiduciary Accounts | $40,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $262,000 | 184 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,460,226,000 | 1 |
| Personal Trust and Agency Accounts | $6,939,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,446,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $34,949,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,402,742,000 | 1 |
| Corporate Trust and Agency Accounts | $67,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,763,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,454,000 | 1 |
| Other Fiduciary Accounts | $3,866,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,451,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $19,544,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,404,694,000 | 3 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,451,366,000 | 1 |
| Number of Managed Accounts | $10,452,000 | 28 |
| Personal Trust and Agency Accounts | $3,511,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,826,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,229,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $465,000 | 117 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $616,000 | 96 |
| Number of foundation and endowment trust and agency accounts, managed assets | $768,000 | 13 |
| Other Fiduciary Accounts | $37,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $254,000 | 185 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,440,914,000 | 1 |
| Personal Trust and Agency Accounts | $7,125,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,475,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $35,462,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,382,547,000 | 1 |
| Corporate Trust and Agency Accounts | $69,000 | 55 |
| Number of investment management and advisory agency accounts, non-managed assets | $6,955,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,480,000 | 1 |
| Other Fiduciary Accounts | $3,801,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,748,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $19,673,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,384,587,000 | 3 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,530,769,000 | 1 |
| Number of Managed Accounts | $10,343,000 | 28 |
| Personal Trust and Agency Accounts | $3,523,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,737,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,198,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $453,000 | 119 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of managed investment management and investment advisory agency accounts | $608,000 | 100 |
| Number of foundation and endowment trust and agency accounts, managed assets | $786,000 | 14 |
| Other Fiduciary Accounts | $38,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $251,000 | 192 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Number of Non-Managed Accounts | $1,520,426,000 | 1 |
| Personal Trust and Agency Accounts | $7,130,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,503,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $36,518,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,460,684,000 | 1 |
| Corporate Trust and Agency Accounts | $69,000 | 64 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,289,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,484,000 | 1 |
| Other Fiduciary Accounts | $3,749,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $34,079,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $19,718,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,463,085,000 | 3 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,602,436,000 | 1 |
| Number of Managed Accounts | $10,410,000 | 27 |
| Personal Trust and Agency Accounts | $3,536,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,748,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $2,235,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $465,000 | 109 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $609,000 | 98 |
| Number of foundation and endowment trust and agency accounts, managed assets | $778,000 | 13 |
| Other Fiduciary Accounts | $39,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $251,000 | 179 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,592,026,000 | 1 |
| Personal Trust and Agency Accounts | $7,517,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,602,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $37,221,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,530,642,000 | 1 |
| Corporate Trust and Agency Accounts | $79,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,710,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,564,000 | 1 |
| Other Fiduciary Accounts | $3,691,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,787,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $19,263,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,533,389,000 | 3 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,619,901,000 | 1 |
| Number of Managed Accounts | $10,396,000 | 26 |
| Personal Trust and Agency Accounts | $3,572,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,716,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $2,215,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $467,000 | 106 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $611,000 | 95 |
| Number of foundation and endowment trust and agency accounts, managed assets | $776,000 | 14 |
| Other Fiduciary Accounts | $39,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $250,000 | 176 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,609,505,000 | 1 |
| Personal Trust and Agency Accounts | $7,577,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,687,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $37,592,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,546,703,000 | 1 |
| Corporate Trust and Agency Accounts | $82,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,911,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,649,000 | 1 |
| Other Fiduciary Accounts | $4,304,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $31,478,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $17,612,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,543,993,000 | 3 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,750,175,000 | 1 |
| Number of Managed Accounts | $15,816,000 | 20 |
| Personal Trust and Agency Accounts | $3,605,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,332,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $8,388,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $108,000 | 263 |
| Corporate Trust and Agency Accounts | $0 | 84 |
| Number of managed investment management and investment advisory agency accounts | $265,000 | 176 |
| Number of foundation and endowment trust and agency accounts, managed assets | $98,000 | 68 |
| Other Fiduciary Accounts | $20,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $40,000 | 318 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,734,359,000 | 1 |
| Personal Trust and Agency Accounts | $7,527,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,720,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $59,225,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,650,315,000 | 1 |
| Corporate Trust and Agency Accounts | $80,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $7,995,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $2,719,000 | 1 |
| Other Fiduciary Accounts | $3,778,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,707,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $17,555,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,647,772,000 | 2 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,899,356,000 | 1 |
| Number of Managed Accounts | $15,680,000 | 20 |
| Personal Trust and Agency Accounts | $3,611,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,222,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $8,081,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $369,000 | 130 |
| Corporate Trust and Agency Accounts | $0 | 181 |
| Number of managed investment management and investment advisory agency accounts | $281,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $97,000 | 67 |
| Other Fiduciary Accounts | $19,000 | 41 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $37,000 | 425 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 55 |
| Number of Non-Managed Accounts | $1,883,676,000 | 1 |
| Personal Trust and Agency Accounts | $8,177,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,941,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $137,972,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,718,755,000 | 1 |
| Corporate Trust and Agency Accounts | $81,000 | 57 |
| Number of investment management and advisory agency accounts, non-managed assets | $8,621,000 | 2 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,160,000 | 1 |
| Other Fiduciary Accounts | $3,969,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,537,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $20,652,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,716,318,000 | 2 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,910,435,000 | 1 |
| Number of Managed Accounts | $14,963,000 | 20 |
| Personal Trust and Agency Accounts | $3,616,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,230,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $7,359,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $362,000 | 128 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $283,000 | 170 |
| Number of foundation and endowment trust and agency accounts, managed assets | $94,000 | 66 |
| Other Fiduciary Accounts | $19,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $41,000 | 309 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,895,472,000 | 1 |
| Personal Trust and Agency Accounts | $8,773,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,981,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $148,712,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,718,234,000 | 1 |
| Corporate Trust and Agency Accounts | $81,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $9,555,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,151,000 | 1 |
| Other Fiduciary Accounts | $3,985,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $33,300,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $17,629,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,715,876,000 | 2 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,933,284,000 | 1 |
| Number of Managed Accounts | $14,651,000 | 19 |
| Personal Trust and Agency Accounts | $3,627,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,146,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $7,121,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $415,000 | 113 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $228,000 | 194 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 69 |
| Other Fiduciary Accounts | $25,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $40,000 | 313 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,918,633,000 | 1 |
| Personal Trust and Agency Accounts | $9,874,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,205,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $153,745,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,733,567,000 | 1 |
| Corporate Trust and Agency Accounts | $79,000 | 54 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,688,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,474,000 | 2 |
| Other Fiduciary Accounts | $4,001,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $37,058,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $19,644,000 | 3 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,731,017,000 | 2 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,945,683,000 | 1 |
| Number of Managed Accounts | $14,709,000 | 18 |
| Personal Trust and Agency Accounts | $3,650,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,147,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $7,108,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $458,000 | 104 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $220,000 | 197 |
| Number of foundation and endowment trust and agency accounts, managed assets | $89,000 | 69 |
| Other Fiduciary Accounts | $37,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $37,000 | 315 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,930,974,000 | 1 |
| Personal Trust and Agency Accounts | $10,083,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,204,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $158,620,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,740,318,000 | 1 |
| Corporate Trust and Agency Accounts | $81,000 | 53 |
| Number of investment management and advisory agency accounts, non-managed assets | $10,997,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,518,000 | 2 |
| Other Fiduciary Accounts | $4,153,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $32,180,000 | 15 |
| Fiduciary Accounts Held in Foreign Offices | $16,854,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,737,996,000 | 2 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,950,636,000 | 1 |
| Number of Managed Accounts | $15,406,000 | 18 |
| Personal Trust and Agency Accounts | $3,584,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,256,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $7,280,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $867,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 191 |
| Number of managed investment management and investment advisory agency accounts | $220,000 | 199 |
| Number of foundation and endowment trust and agency accounts, managed assets | $108,000 | 60 |
| Other Fiduciary Accounts | $91,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $36,000 | 430 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 60 |
| Number of Non-Managed Accounts | $1,935,230,000 | 1 |
| Personal Trust and Agency Accounts | $10,381,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,564,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $165,691,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,734,866,000 | 1 |
| Corporate Trust and Agency Accounts | $95,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,381,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,229,000 | 2 |
| Other Fiduciary Accounts | $5,023,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $69,919,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $17,086,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,733,680,000 | 2 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,964,281,000 | 1 |
| Number of Managed Accounts | $15,695,000 | 18 |
| Personal Trust and Agency Accounts | $3,437,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,355,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $7,370,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,083,000 | 39 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $258,000 | 182 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 59 |
| Other Fiduciary Accounts | $87,000 | 15 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $33,000 | 315 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,948,586,000 | 1 |
| Personal Trust and Agency Accounts | $11,217,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,108,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $169,810,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,745,150,000 | 1 |
| Corporate Trust and Agency Accounts | $82,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $11,670,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,591,000 | 2 |
| Other Fiduciary Accounts | $3,958,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $69,964,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $16,924,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,744,495,000 | 2 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,976,486,000 | 1 |
| Number of Managed Accounts | $15,724,000 | 19 |
| Personal Trust and Agency Accounts | $3,401,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,382,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $7,358,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,121,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $273,000 | 175 |
| Number of foundation and endowment trust and agency accounts, managed assets | $102,000 | 60 |
| Other Fiduciary Accounts | $87,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $34,000 | 312 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,960,762,000 | 1 |
| Personal Trust and Agency Accounts | $11,709,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,471,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $173,560,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,751,505,000 | 1 |
| Corporate Trust and Agency Accounts | $84,000 | 52 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,147,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,046,000 | 2 |
| Other Fiduciary Accounts | $4,240,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $68,610,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $16,930,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,750,486,000 | 2 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $1,990,745,000 | 1 |
| Number of Managed Accounts | $15,770,000 | 18 |
| Personal Trust and Agency Accounts | $3,417,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,406,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $7,419,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,043,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 90 |
| Number of managed investment management and investment advisory agency accounts | $292,000 | 169 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 60 |
| Other Fiduciary Accounts | $88,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $35,000 | 308 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $1,974,975,000 | 1 |
| Personal Trust and Agency Accounts | $11,912,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,488,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $178,405,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,759,827,000 | 1 |
| Corporate Trust and Agency Accounts | $0 | 152 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,406,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,255,000 | 2 |
| Other Fiduciary Accounts | $7,682,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $71,991,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $16,787,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,759,392,000 | 2 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,011,036,000 | 1 |
| Number of Managed Accounts | $16,127,000 | 17 |
| Personal Trust and Agency Accounts | $3,438,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,420,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $7,794,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $985,000 | 41 |
| Corporate Trust and Agency Accounts | $0 | 193 |
| Number of managed investment management and investment advisory agency accounts | $291,000 | 168 |
| Number of foundation and endowment trust and agency accounts, managed assets | $108,000 | 58 |
| Other Fiduciary Accounts | $91,000 | 17 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $35,000 | 431 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Number of Non-Managed Accounts | $1,994,909,000 | 1 |
| Personal Trust and Agency Accounts | $11,951,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,601,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $179,330,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,778,694,000 | 1 |
| Corporate Trust and Agency Accounts | $0 | 275 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,629,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,287,000 | 3 |
| Other Fiduciary Accounts | $7,417,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $75,610,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $19,114,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,777,319,000 | 2 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,027,393,000 | 1 |
| Number of Managed Accounts | $16,180,000 | 17 |
| Personal Trust and Agency Accounts | $3,427,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,389,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $7,846,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,030,000 | 38 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $287,000 | 171 |
| Number of foundation and endowment trust and agency accounts, managed assets | $108,000 | 58 |
| Other Fiduciary Accounts | $93,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $31,000 | 311 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,011,213,000 | 1 |
| Personal Trust and Agency Accounts | $11,612,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,616,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $185,332,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,789,068,000 | 1 |
| Corporate Trust and Agency Accounts | $0 | 144 |
| Number of investment management and advisory agency accounts, non-managed assets | $12,655,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,287,000 | 2 |
| Other Fiduciary Accounts | $7,643,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $75,488,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $18,969,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,787,674,000 | 2 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,047,919,000 | 1 |
| Number of Managed Accounts | $16,125,000 | 17 |
| Personal Trust and Agency Accounts | $3,426,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,413,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $7,769,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,047,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $273,000 | 173 |
| Number of foundation and endowment trust and agency accounts, managed assets | $104,000 | 57 |
| Other Fiduciary Accounts | $93,000 | 14 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $31,000 | 309 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,031,794,000 | 1 |
| Personal Trust and Agency Accounts | $12,422,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,590,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $187,452,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,806,246,000 | 1 |
| Corporate Trust and Agency Accounts | $0 | 147 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,595,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,332,000 | 2 |
| Other Fiduciary Accounts | $7,157,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $74,858,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $18,805,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,805,311,000 | 2 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,073,197,000 | 2 |
| Number of Managed Accounts | $16,295,000 | 17 |
| Personal Trust and Agency Accounts | $3,415,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,481,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $7,919,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,020,000 | 35 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $276,000 | 172 |
| Number of foundation and endowment trust and agency accounts, managed assets | $101,000 | 57 |
| Other Fiduciary Accounts | $83,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 5 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $30,000 | 312 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,056,902,000 | 2 |
| Personal Trust and Agency Accounts | $14,469,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,744,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $192,462,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,822,817,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,216,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,530,000 | 2 |
| Other Fiduciary Accounts | $7,664,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $72,360,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $18,545,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,821,218,000 | 3 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,103,252,000 | 2 |
| Number of Managed Accounts | $16,383,000 | 17 |
| Personal Trust and Agency Accounts | $3,458,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,630,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $8,109,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $746,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 208 |
| Number of managed investment management and investment advisory agency accounts | $326,000 | 152 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 60 |
| Other Fiduciary Accounts | $26,000 | 36 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $90,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $28,000 | 436 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Number of Non-Managed Accounts | $2,086,869,000 | 2 |
| Personal Trust and Agency Accounts | $14,295,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,782,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $198,352,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,847,212,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 294 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,166,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,561,000 | 3 |
| Other Fiduciary Accounts | $7,501,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $71,993,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $18,140,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,845,634,000 | 3 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,115,232,000 | 2 |
| Number of Managed Accounts | $16,243,000 | 18 |
| Personal Trust and Agency Accounts | $3,428,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,497,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $8,138,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $736,000 | 52 |
| Corporate Trust and Agency Accounts | $0 | 92 |
| Number of managed investment management and investment advisory agency accounts | $335,000 | 144 |
| Number of foundation and endowment trust and agency accounts, managed assets | $88,000 | 57 |
| Other Fiduciary Accounts | $21,000 | 30 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $92,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $30,000 | 292 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,098,989,000 | 2 |
| Personal Trust and Agency Accounts | $14,302,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,809,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $200,893,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,856,140,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 145 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,768,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,532,000 | 2 |
| Other Fiduciary Accounts | $7,545,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $71,532,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $17,924,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,854,439,000 | 3 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,153,451,000 | 2 |
| Number of Managed Accounts | $16,339,000 | 17 |
| Personal Trust and Agency Accounts | $3,432,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,475,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $8,258,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $727,000 | 50 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $335,000 | 139 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 57 |
| Other Fiduciary Accounts | $21,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $95,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $32,000 | 286 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,137,112,000 | 2 |
| Personal Trust and Agency Accounts | $14,188,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,953,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $208,803,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,886,679,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 143 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,927,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,561,000 | 2 |
| Other Fiduciary Accounts | $7,001,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $72,755,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $19,501,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,884,897,000 | 3 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,177,815,000 | 2 |
| Number of Managed Accounts | $16,637,000 | 17 |
| Personal Trust and Agency Accounts | $3,444,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,381,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $8,620,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $741,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 93 |
| Number of managed investment management and investment advisory agency accounts | $333,000 | 142 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 59 |
| Other Fiduciary Accounts | $27,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $94,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $32,000 | 286 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,161,178,000 | 2 |
| Personal Trust and Agency Accounts | $14,188,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,983,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $214,644,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,904,681,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 140 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,100,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,601,000 | 2 |
| Other Fiduciary Accounts | $6,981,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $71,551,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $19,520,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,902,883,000 | 3 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,370,884,000 | 2 |
| Number of Managed Accounts | $16,781,000 | 16 |
| Personal Trust and Agency Accounts | $3,405,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,404,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $8,779,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $740,000 | 45 |
| Corporate Trust and Agency Accounts | $0 | 221 |
| Number of managed investment management and investment advisory agency accounts | $331,000 | 146 |
| Number of foundation and endowment trust and agency accounts, managed assets | $93,000 | 58 |
| Other Fiduciary Accounts | $29,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $95,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $31,000 | 421 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 71 |
| Number of Non-Managed Accounts | $2,354,103,000 | 2 |
| Personal Trust and Agency Accounts | $14,149,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,738,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $226,947,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,086,045,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 295 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,184,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,623,000 | 2 |
| Other Fiduciary Accounts | $6,417,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,323,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $18,921,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,084,440,000 | 3 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,423,188,000 | 2 |
| Number of Managed Accounts | $16,656,000 | 16 |
| Personal Trust and Agency Accounts | $3,421,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,290,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $8,754,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $738,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 87 |
| Number of managed investment management and investment advisory agency accounts | $323,000 | 144 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 55 |
| Other Fiduciary Accounts | $35,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $103,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $30,000 | 284 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,406,532,000 | 2 |
| Personal Trust and Agency Accounts | $13,948,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,713,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $235,342,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,129,869,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 131 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,470,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,657,000 | 2 |
| Other Fiduciary Accounts | $6,533,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,832,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $18,744,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,128,047,000 | 3 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,440,934,000 | 2 |
| Number of Managed Accounts | $17,140,000 | 15 |
| Personal Trust and Agency Accounts | $3,435,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,341,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $9,177,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $738,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 85 |
| Number of managed investment management and investment advisory agency accounts | $318,000 | 142 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 56 |
| Other Fiduciary Accounts | $36,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $103,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $30,000 | 282 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,423,794,000 | 2 |
| Personal Trust and Agency Accounts | $13,784,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,723,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $242,513,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,140,149,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 137 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,538,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,587,000 | 2 |
| Other Fiduciary Accounts | $6,500,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $62,688,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $17,620,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,138,392,000 | 3 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,696,356,000 | 2 |
| Number of Managed Accounts | $16,971,000 | 16 |
| Personal Trust and Agency Accounts | $3,501,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,258,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $8,954,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $828,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 89 |
| Number of managed investment management and investment advisory agency accounts | $302,000 | 146 |
| Number of foundation and endowment trust and agency accounts, managed assets | $91,000 | 56 |
| Other Fiduciary Accounts | $37,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $104,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $32,000 | 280 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,679,385,000 | 2 |
| Personal Trust and Agency Accounts | $13,704,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,785,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $275,548,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,363,051,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 139 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,431,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,574,000 | 2 |
| Other Fiduciary Accounts | $6,292,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,604,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $18,861,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,360,974,000 | 3 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,184,623,000 | 2 |
| Number of Managed Accounts | $17,754,000 | 16 |
| Personal Trust and Agency Accounts | $3,551,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,337,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $9,657,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $810,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 226 |
| Number of managed investment management and investment advisory agency accounts | $285,000 | 156 |
| Number of foundation and endowment trust and agency accounts, managed assets | $84,000 | 58 |
| Other Fiduciary Accounts | $30,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $104,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $32,000 | 425 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 67 |
| Number of Non-Managed Accounts | $2,166,869,000 | 2 |
| Personal Trust and Agency Accounts | $14,194,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $4,450,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $234,472,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,889,828,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 326 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,753,000 | 1 |
| Number (#) individual retirement, health savings, and other similar accounts | $1,602,000 | 3 |
| Other Fiduciary Accounts | $6,570,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,355,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $19,037,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,887,840,000 | 3 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,155,770,000 | 2 |
| Number of Managed Accounts | $18,091,000 | 16 |
| Personal Trust and Agency Accounts | $3,732,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,159,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $9,962,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $818,000 | 42 |
| Corporate Trust and Agency Accounts | $0 | 88 |
| Number of managed investment management and investment advisory agency accounts | $291,000 | 148 |
| Number of foundation and endowment trust and agency accounts, managed assets | $90,000 | 53 |
| Other Fiduciary Accounts | $39,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $104,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $32,000 | 278 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,137,679,000 | 2 |
| Personal Trust and Agency Accounts | $9,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,556,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $242,030,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,886,129,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $13,000 | 72 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 71 |
| Other Fiduciary Accounts | $5,938,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $103,693,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $18,211,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,883,521,000 | 3 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,210,058,000 | 2 |
| Number of Managed Accounts | $18,119,000 | 15 |
| Personal Trust and Agency Accounts | $3,734,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,900,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $10,254,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $815,000 | 44 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $283,000 | 150 |
| Number of foundation and endowment trust and agency accounts, managed assets | $92,000 | 54 |
| Other Fiduciary Accounts | $41,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $104,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $28,000 | 283 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,191,939,000 | 2 |
| Personal Trust and Agency Accounts | $9,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,549,000 | 7 |
| Employee Benefit-defined Benefit Accounts | $250,856,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,932,050,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 146 |
| Number of investment management and advisory agency accounts, non-managed assets | $14,000 | 71 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 66 |
| Other Fiduciary Accounts | $5,457,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $102,104,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $17,885,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,928,901,000 | 3 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,227,134,000 | 2 |
| Number of Managed Accounts | $18,303,000 | 14 |
| Personal Trust and Agency Accounts | $3,754,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,033,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $10,361,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $721,000 | 46 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $293,000 | 142 |
| Number of foundation and endowment trust and agency accounts, managed assets | $99,000 | 52 |
| Other Fiduciary Accounts | $42,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $126,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $29,000 | 283 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,208,831,000 | 2 |
| Personal Trust and Agency Accounts | $7,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,371,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $264,118,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,935,326,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 150 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 57 |
| Number (#) individual retirement, health savings, and other similar accounts | $4,000 | 67 |
| Other Fiduciary Accounts | $5,988,000 | 3 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $101,512,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $17,657,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,932,043,000 | 3 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,337,182,000 | 2 |
| Number of Managed Accounts | $19,423,000 | 14 |
| Personal Trust and Agency Accounts | $3,769,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,075,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $11,322,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $905,000 | 32 |
| Corporate Trust and Agency Accounts | $0 | 246 |
| Number of managed investment management and investment advisory agency accounts | $232,000 | 179 |
| Number of foundation and endowment trust and agency accounts, managed assets | $95,000 | 53 |
| Other Fiduciary Accounts | $25,000 | 32 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 6 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $35,000 | 398 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 79 |
| Number of Non-Managed Accounts | $2,317,759,000 | 2 |
| Personal Trust and Agency Accounts | $19,000 | 317 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,142,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $270,115,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,038,912,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 347 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 87 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 94 |
| Other Fiduciary Accounts | $5,551,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $103,007,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $18,860,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,034,226,000 | 3 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,190,608,000 | 2 |
| Number of Managed Accounts | $18,967,000 | 14 |
| Personal Trust and Agency Accounts | $3,692,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,112,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $10,817,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $770,000 | 40 |
| Corporate Trust and Agency Accounts | $0 | 94 |
| Number of managed investment management and investment advisory agency accounts | $445,000 | 101 |
| Number of foundation and endowment trust and agency accounts, managed assets | $100,000 | 50 |
| Other Fiduciary Accounts | $31,000 | 27 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $208,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $35,000 | 266 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,171,641,000 | 2 |
| Personal Trust and Agency Accounts | $19,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,160,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $279,971,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $1,882,305,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 159 |
| Number of investment management and advisory agency accounts, non-managed assets | $17,000 | 56 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 81 |
| Other Fiduciary Accounts | $6,166,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $102,968,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $20,139,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $1,877,734,000 | 3 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,847,288,000 | 2 |
| Number of Managed Accounts | $20,303,000 | 13 |
| Personal Trust and Agency Accounts | $3,715,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,316,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $11,856,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $817,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 95 |
| Number of managed investment management and investment advisory agency accounts | $443,000 | 100 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 47 |
| Other Fiduciary Accounts | $51,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $207,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $38,000 | 259 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,826,985,000 | 2 |
| Personal Trust and Agency Accounts | $19,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,208,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $803,904,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,013,638,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | $15,000 | 60 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 83 |
| Other Fiduciary Accounts | $6,198,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $106,030,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $19,501,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,008,658,000 | 2 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,827,626,000 | 2 |
| Number of Managed Accounts | $20,163,000 | 13 |
| Personal Trust and Agency Accounts | $3,721,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,216,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $11,821,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $803,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 91 |
| Number of managed investment management and investment advisory agency accounts | $450,000 | 95 |
| Number of foundation and endowment trust and agency accounts, managed assets | $105,000 | 45 |
| Other Fiduciary Accounts | $47,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $210,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $38,000 | 257 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,807,463,000 | 2 |
| Personal Trust and Agency Accounts | $17,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,389,000 | 9 |
| Employee Benefit-defined Benefit Accounts | $402,479,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,395,379,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | $16,000 | 53 |
| Number (#) individual retirement, health savings, and other similar accounts | $3,000 | 84 |
| Other Fiduciary Accounts | $6,180,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $96,618,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $15,437,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,387,916,000 | 2 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,845,071,000 | 2 |
| Number of Managed Accounts | $19,547,000 | 14 |
| Personal Trust and Agency Accounts | $3,735,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,249,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $11,145,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $792,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 253 |
| Number of managed investment management and investment advisory agency accounts | $473,000 | 95 |
| Number of foundation and endowment trust and agency accounts, managed assets | $104,000 | 48 |
| Other Fiduciary Accounts | $49,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $209,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | $39,000 | 368 |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | $209,000 | 55 |
| Number of Non-Managed Accounts | $2,825,524,000 | 2 |
| Personal Trust and Agency Accounts | $44,000 | 196 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,625,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $404,820,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,410,471,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 372 |
| Number of investment management and advisory agency accounts, non-managed assets | $33,000 | 42 |
| Number (#) individual retirement, health savings, and other similar accounts | $40,000 | 20 |
| Other Fiduciary Accounts | $6,491,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $99,656,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $15,378,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | $2,403,388,000 | 2 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,346,602,000 | 2 |
| Number of Managed Accounts | $23,369,000 | 13 |
| Personal Trust and Agency Accounts | $4,003,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,264,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $12,001,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,324,000 | 18 |
| Corporate Trust and Agency Accounts | $0 | 98 |
| Number of managed investment management and investment advisory agency accounts | $1,652,000 | 38 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $125,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,758,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,323,233,000 | 2 |
| Personal Trust and Agency Accounts | $17,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,484,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $800,662,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,513,260,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,810,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $101,838,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $15,117,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,334,334,000 | 2 |
| Number of Managed Accounts | $25,531,000 | 13 |
| Personal Trust and Agency Accounts | $4,301,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,346,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $12,085,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,413,000 | 16 |
| Corporate Trust and Agency Accounts | $0 | 100 |
| Number of managed investment management and investment advisory agency accounts | $4,263,000 | 21 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $123,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,907,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,308,803,000 | 2 |
| Personal Trust and Agency Accounts | $17,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,382,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $793,607,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,506,048,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 164 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,749,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $103,619,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $15,083,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,581,414,000 | 2 |
| Number of Managed Accounts | $23,901,000 | 14 |
| Personal Trust and Agency Accounts | $4,443,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,710,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $11,563,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,017,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 99 |
| Number of managed investment management and investment advisory agency accounts | $4,046,000 | 23 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $122,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,454,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,557,513,000 | 2 |
| Personal Trust and Agency Accounts | $17,000 | 173 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,347,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $815,374,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,733,089,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 163 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,686,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $102,739,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $13,196,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $5,596,514,000 | 2 |
| Number of Managed Accounts | $24,000,000 | 14 |
| Personal Trust and Agency Accounts | $4,465,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,614,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $11,615,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,004,000 | 20 |
| Corporate Trust and Agency Accounts | $0 | 267 |
| Number of managed investment management and investment advisory agency accounts | $4,178,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $124,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $2,479,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $5,572,514,000 | 2 |
| Personal Trust and Agency Accounts | $16,000 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,353,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $842,451,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $4,720,887,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 375 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,807,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $107,152,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $14,387,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,358,158,000 | 2 |
| Number of Managed Accounts | $25,208,000 | 13 |
| Personal Trust and Agency Accounts | $4,534,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,452,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $11,745,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $3,016,000 | 13 |
| Corporate Trust and Agency Accounts | $0 | 108 |
| Number of managed investment management and investment advisory agency accounts | $4,327,000 | 18 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $134,000 | 19 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $3,483,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,332,950,000 | 2 |
| Personal Trust and Agency Accounts | $18,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,315,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $212,677,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $4,111,389,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 174 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,551,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $106,023,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $14,291,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,874,324,000 | 2 |
| Number of Managed Accounts | $25,051,000 | 12 |
| Personal Trust and Agency Accounts | $4,589,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,488,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $13,221,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,303,000 | 26 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $4,312,000 | 20 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $138,000 | 18 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,182,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,849,273,000 | 2 |
| Personal Trust and Agency Accounts | $18,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,216,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $160,858,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,679,465,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 177 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,716,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $104,028,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $14,398,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,902,222,000 | 2 |
| Number of Managed Accounts | $24,946,000 | 12 |
| Personal Trust and Agency Accounts | $4,330,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,423,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $13,164,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,333,000 | 25 |
| Corporate Trust and Agency Accounts | $0 | 103 |
| Number of managed investment management and investment advisory agency accounts | $4,558,000 | 19 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $138,000 | 22 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,312,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,877,276,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,161,000 | 11 |
| Employee Benefit-defined Benefit Accounts | $165,187,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,703,353,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 179 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,575,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $102,591,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $12,457,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,911,593,000 | 2 |
| Number of Managed Accounts | $25,750,000 | 13 |
| Personal Trust and Agency Accounts | $4,445,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,180,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $13,303,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,828,000 | 21 |
| Corporate Trust and Agency Accounts | $0 | 273 |
| Number of managed investment management and investment advisory agency accounts | $4,845,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $149,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,883,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,885,843,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 976 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,113,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $166,151,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,711,276,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 389 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,303,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $93,570,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $12,301,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,884,514,000 | 2 |
| Number of Managed Accounts | $26,347,000 | 12 |
| Personal Trust and Agency Accounts | $4,464,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,183,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $13,847,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,480,000 | 22 |
| Corporate Trust and Agency Accounts | $0 | 107 |
| Number of managed investment management and investment advisory agency accounts | $5,225,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $148,000 | 21 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,900,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,858,167,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,201,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $169,499,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,680,177,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 189 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,290,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $106,783,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $14,049,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,844,476,000 | 2 |
| Number of Managed Accounts | $26,402,000 | 11 |
| Personal Trust and Agency Accounts | $4,607,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,174,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $13,940,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,090,000 | 30 |
| Corporate Trust and Agency Accounts | $0 | 106 |
| Number of managed investment management and investment advisory agency accounts | $5,438,000 | 11 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $153,000 | 20 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,878,000 | 2 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,818,074,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 355 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,049,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $173,007,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,636,861,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 192 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,157,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $45,633,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $12,839,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $2,933,518,000 | 2 |
| Number of Managed Accounts | $24,579,000 | 12 |
| Personal Trust and Agency Accounts | $4,636,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,184,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $12,518,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $845,000 | 37 |
| Corporate Trust and Agency Accounts | $0 | 102 |
| Number of managed investment management and investment advisory agency accounts | $5,302,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $94,000 | 26 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,756,000 | 3 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $2,908,939,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $3,016,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $177,041,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,723,968,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 190 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,914,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,226,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $12,556,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,027,927,000 | 2 |
| Number of Managed Accounts | $23,612,000 | 14 |
| Personal Trust and Agency Accounts | $4,667,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,087,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $11,580,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $950,000 | 33 |
| Corporate Trust and Agency Accounts | $0 | 281 |
| Number of managed investment management and investment advisory agency accounts | $5,237,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $91,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,744,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,004,315,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 991 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,896,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $179,399,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,816,410,000 | 2 |
| Corporate Trust and Agency Accounts | $0 | 403 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,610,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,754,000 | 14 |
| Fiduciary Accounts Held in Foreign Offices | $11,954,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,092,672,000 | 2 |
| Number of Managed Accounts | $24,408,000 | 12 |
| Personal Trust and Agency Accounts | $4,810,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,186,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $12,188,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $948,000 | 30 |
| Corporate Trust and Agency Accounts | $1,000 | 82 |
| Number of managed investment management and investment advisory agency accounts | $5,208,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $67,000 | 28 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,742,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,068,264,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,900,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $180,172,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,879,597,000 | 2 |
| Corporate Trust and Agency Accounts | $30,000 | 87 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,565,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $66,947,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $12,221,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,134,031,000 | 2 |
| Number of Managed Accounts | $24,813,000 | 11 |
| Personal Trust and Agency Accounts | $4,422,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,154,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $12,548,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $940,000 | 30 |
| Corporate Trust and Agency Accounts | $1,000 | 87 |
| Number of managed investment management and investment advisory agency accounts | $5,612,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $136,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,746,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,109,218,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,725,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $185,177,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,916,054,000 | 2 |
| Corporate Trust and Agency Accounts | $30,000 | 90 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,232,000 | 6 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $68,426,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $11,399,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,158,593,000 | 2 |
| Number of Managed Accounts | $24,589,000 | 11 |
| Personal Trust and Agency Accounts | $4,534,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,303,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $12,302,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $886,000 | 31 |
| Corporate Trust and Agency Accounts | $1,000 | 89 |
| Number of managed investment management and investment advisory agency accounts | $5,424,000 | 13 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $139,000 | 23 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $844,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,134,004,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,670,000 | 12 |
| Employee Benefit-defined Benefit Accounts | $187,585,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,938,435,000 | 2 |
| Corporate Trust and Agency Accounts | $33,000 | 86 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,281,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $67,844,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $11,192,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,209,673,000 | 2 |
| Number of Managed Accounts | $24,129,000 | 13 |
| Personal Trust and Agency Accounts | $4,560,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,024,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $12,199,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $877,000 | 32 |
| Corporate Trust and Agency Accounts | $1,000 | 234 |
| Number of managed investment management and investment advisory agency accounts | $5,326,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $142,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,059,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,185,544,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 1,023 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,606,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $189,984,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,988,354,000 | 2 |
| Corporate Trust and Agency Accounts | $29,000 | 117 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,571,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $67,838,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $10,774,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,293,046,000 | 2 |
| Number of Managed Accounts | $23,270,000 | 10 |
| Personal Trust and Agency Accounts | $4,571,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,043,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $11,462,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $885,000 | 30 |
| Corporate Trust and Agency Accounts | $1,000 | 91 |
| Number of managed investment management and investment advisory agency accounts | $5,173,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $135,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,051,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,269,776,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,600,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $197,232,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,065,123,000 | 2 |
| Corporate Trust and Agency Accounts | $26,000 | 94 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,795,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,747,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $10,296,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,052,052,000 | 2 |
| Number of Managed Accounts | $27,048,000 | 10 |
| Personal Trust and Agency Accounts | $7,206,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,021,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $12,723,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $816,000 | 34 |
| Corporate Trust and Agency Accounts | $1,000 | 93 |
| Number of managed investment management and investment advisory agency accounts | $5,143,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $138,000 | 24 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,026,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,025,004,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,613,000 | 15 |
| Employee Benefit-defined Benefit Accounts | $169,414,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,847,446,000 | 2 |
| Corporate Trust and Agency Accounts | $46,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,485,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $70,622,000 | 11 |
| Fiduciary Accounts Held in Foreign Offices | $12,251,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,047,469,000 | 2 |
| Number of Managed Accounts | $22,266,000 | 13 |
| Personal Trust and Agency Accounts | $2,317,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,040,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $12,338,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $791,000 | 37 |
| Corporate Trust and Agency Accounts | $1,000 | 98 |
| Number of managed investment management and investment advisory agency accounts | $5,721,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $58,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,685,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,025,203,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,630,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $169,522,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $2,847,528,000 | 2 |
| Corporate Trust and Agency Accounts | $49,000 | 84 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $5,474,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $65,120,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $11,392,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,316,827,000 | 2 |
| Number of Managed Accounts | $28,596,000 | 11 |
| Personal Trust and Agency Accounts | $8,160,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,126,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $12,324,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $777,000 | 35 |
| Corporate Trust and Agency Accounts | $1,000 | 234 |
| Number of managed investment management and investment advisory agency accounts | $6,058,000 | 14 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $150,000 | 31 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $898,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,288,231,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 1,017 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,607,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $180,992,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,100,017,000 | 2 |
| Corporate Trust and Agency Accounts | $54,000 | 93 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,561,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $64,487,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $9,261,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,450,943,000 | 2 |
| Number of Managed Accounts | $38,513,000 | 9 |
| Personal Trust and Agency Accounts | $12,262,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,248,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $12,635,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,226,000 | 12 |
| Corporate Trust and Agency Accounts | $3,000 | 75 |
| Number of managed investment management and investment advisory agency accounts | $8,592,000 | 8 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,547,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $955,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,412,430,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,647,000 | 17 |
| Employee Benefit-defined Benefit Accounts | $183,425,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,221,973,000 | 2 |
| Corporate Trust and Agency Accounts | $60,000 | 79 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,325,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $79,718,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $8,789,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,699,891,000 | 2 |
| Number of Managed Accounts | $38,767,000 | 9 |
| Personal Trust and Agency Accounts | $12,353,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,412,000 | 3 |
| Employee Benefit-defined Benefit Accounts | $12,584,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,194,000 | 12 |
| Corporate Trust and Agency Accounts | $1,000 | 92 |
| Number of managed investment management and investment advisory agency accounts | $8,605,000 | 7 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,618,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,636,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,661,124,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,659,000 | 16 |
| Employee Benefit-defined Benefit Accounts | $195,209,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,458,736,000 | 2 |
| Corporate Trust and Agency Accounts | $62,000 | 83 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,458,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $78,990,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $8,404,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,776,579,000 | 2 |
| Number of Managed Accounts | $52,089,000 | 7 |
| Personal Trust and Agency Accounts | $21,428,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,534,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $12,623,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $3,378,000 | 6 |
| Corporate Trust and Agency Accounts | $1,000 | 91 |
| Number of managed investment management and investment advisory agency accounts | $10,092,000 | 6 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $3,033,000 | 3 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,621,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,724,490,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,856,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $195,626,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,521,314,000 | 2 |
| Corporate Trust and Agency Accounts | $104,000 | 73 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,590,000 | 4 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $80,503,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $8,098,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,733,238,000 | 2 |
| Number of Managed Accounts | $34,793,000 | 9 |
| Personal Trust and Agency Accounts | $11,739,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,280,000 | 6 |
| Employee Benefit-defined Benefit Accounts | $12,285,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,122,000 | 12 |
| Corporate Trust and Agency Accounts | $1,000 | 258 |
| Number of managed investment management and investment advisory agency accounts | $5,821,000 | 17 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,545,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,478,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,698,445,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 1,047 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,891,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $196,618,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,494,593,000 | 2 |
| Corporate Trust and Agency Accounts | $112,000 | 85 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $4,231,000 | 5 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $75,737,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $9,976,000 | 5 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,981,090,000 | 2 |
| Number of Managed Accounts | $33,183,000 | 10 |
| Personal Trust and Agency Accounts | $11,648,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,205,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $11,634,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,142,000 | 9 |
| Corporate Trust and Agency Accounts | $1,000 | 102 |
| Number of managed investment management and investment advisory agency accounts | $5,104,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,449,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,490,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,947,907,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,878,000 | 13 |
| Employee Benefit-defined Benefit Accounts | $302,172,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,642,192,000 | 2 |
| Corporate Trust and Agency Accounts | $118,000 | 77 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $547,000 | 15 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $60,341,000 | 13 |
| Fiduciary Accounts Held in Foreign Offices | $9,804,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,101,864,000 | 2 |
| Number of Managed Accounts | $31,111,000 | 10 |
| Personal Trust and Agency Accounts | $11,352,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,096,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $10,469,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,111,000 | 10 |
| Corporate Trust and Agency Accounts | $39,000 | 29 |
| Number of managed investment management and investment advisory agency accounts | $4,618,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,426,000 | 5 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,500,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,070,753,000 | 2 |
| Personal Trust and Agency Accounts | $3,592,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,795,000 | 14 |
| Employee Benefit-defined Benefit Accounts | $306,182,000 | 1 |
| Number non-managed other employee benefit and retirement-related accounts | $3,732,640,000 | 2 |
| Corporate Trust and Agency Accounts | $88,000 | 91 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $25,456,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $16,250,000 | 16 |
| Fiduciary Accounts Held in Foreign Offices | $6,488,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $4,236,881,000 | 2 |
| Number of Managed Accounts | $31,313,000 | 11 |
| Personal Trust and Agency Accounts | $11,077,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,192,000 | 4 |
| Employee Benefit-defined Benefit Accounts | $10,861,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,077,000 | 10 |
| Corporate Trust and Agency Accounts | $1,000 | 116 |
| Number of managed investment management and investment advisory agency accounts | $4,685,000 | 15 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,420,000 | 6 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,386,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $4,205,568,000 | 2 |
| Personal Trust and Agency Accounts | $3,463,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $307,644,000 | 1 |
| Employee Benefit-defined Benefit Accounts | $4,482,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,865,706,000 | 2 |
| Corporate Trust and Agency Accounts | $57,000 | 98 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $24,216,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $13,556,000 | 17 |
| Fiduciary Accounts Held in Foreign Offices | $5,489,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,579,563,000 | 2 |
| Number of Managed Accounts | $30,687,000 | 11 |
| Personal Trust and Agency Accounts | $10,892,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $991,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $10,499,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $2,073,000 | 11 |
| Corporate Trust and Agency Accounts | $1,000 | 295 |
| Number of managed investment management and investment advisory agency accounts | $4,829,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $1,402,000 | 7 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $1,391,000 | 4 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,548,876,000 | 2 |
| Personal Trust and Agency Accounts | $355,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $133,031,000 | 2 |
| Employee Benefit-defined Benefit Accounts | $4,576,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,363,595,000 | 2 |
| Corporate Trust and Agency Accounts | $23,245,000 | 4 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $24,074,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $13,303,000 | 18 |
| Fiduciary Accounts Held in Foreign Offices | $5,384,000 | 4 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | 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 |
| Number of Fiduciary Accounts and Related Asset Accounts | $3,503,398,000 | 2 |
| Number of Managed Accounts | $19,755,000 | 12 |
| Personal Trust and Agency Accounts | $1,632,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $1,000,000 | 5 |
| Employee Benefit-defined Benefit Accounts | $12,057,000 | 1 |
| Number of other employee benefit and retirement-related accounts | $1,158,000 | 20 |
| Corporate Trust and Agency Accounts | $1,000 | 275 |
| Number of managed investment management and investment advisory agency accounts | $3,763,000 | 16 |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | $144,000 | 33 |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | $0 | 15 |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | $3,483,643,000 | 2 |
| Personal Trust and Agency Accounts | $0 | 999 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | $2,820,000 | 10 |
| Employee Benefit-defined Benefit Accounts | $4,682,000 | 2 |
| Number non-managed other employee benefit and retirement-related accounts | $3,432,821,000 | 1 |
| Corporate Trust and Agency Accounts | $22,819,000 | 2 |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | $20,501,000 | 2 |
| Memoranda | ||
| Custody and Safekeeping Accounts | $9,354,000 | 12 |
| Fiduciary Accounts Held in Foreign Offices | $0 | 16 |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number of other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of managed investment management and investment advisory agency accounts | NA | NA |
| Number of foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| Number of Individual retirement, health savings, and similar accounts,managed assets | NA | NA |
| Number of investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Personal Trust and Agency Accounts | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee Benefit-defined Contribution Accounts | NA | NA |
| Employee Benefit-defined Benefit Accounts | NA | NA |
| Number non-managed other employee benefit and retirement-related accounts | NA | NA |
| Corporate Trust and Agency Accounts | NA | NA |
| Number of investment management and advisory agency accounts, non-managed assets | NA | NA |
| Number (#) individual retirement, health savings, and other similar accounts | NA | NA |
| Other Fiduciary Accounts | NA | NA |
| Memoranda | ||
| Custody and Safekeeping Accounts | NA | NA |
| Fiduciary Accounts Held in Foreign Offices | NA | NA |
| # of Individual retirement,health savings and similar accounts, non-managed asts | NA | NA |