Home > The Bryn Mawr Trust Company > Total Fiduciary and Related Assets
The Bryn Mawr Trust Company, Total Fiduciary and Related Assets
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,838,708,000 | 76 |
| Managed Assets ($) | $5,943,835,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,938,493,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,279,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $49,337,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $748,996,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $2,687,876,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $496,376,000 | 53 |
| Other fiduciary accounts, managed assets | $8,478,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $748,996,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $894,873,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $298,509,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,178,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $393,160,000 | 39 |
| Other retirement accounts, non-managed assets | $34,303,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $29,240,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,692,000 | 73 |
| Other fiduciary accounts, non-managed assets | $3,791,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,521,826,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,303,000 | 139 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,521,305,000 | 77 |
| Managed Assets ($) | $5,665,690,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,774,859,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,716,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $51,864,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $729,356,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $2,599,602,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $476,419,000 | 53 |
| Other fiduciary accounts, managed assets | $15,874,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $729,356,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $855,615,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $289,796,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,841,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $363,211,000 | 40 |
| Other retirement accounts, non-managed assets | $34,771,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $27,804,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,460,000 | 63 |
| Other fiduciary accounts, non-managed assets | $3,732,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,446,365,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,771,000 | 102 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,550,872,000 | 76 |
| Managed Assets ($) | $5,735,132,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,780,984,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,978,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $52,916,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $743,188,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,691,703,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $431,691,000 | 54 |
| Other fiduciary accounts, managed assets | $16,672,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $743,188,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $815,740,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $291,882,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $118,431,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $329,497,000 | 41 |
| Other retirement accounts, non-managed assets | $33,995,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $26,645,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,504,000 | 66 |
| Other fiduciary accounts, non-managed assets | $3,786,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,431,379,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,994,000 | 116 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,354,997,000 | 76 |
| Managed Assets ($) | $5,571,660,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,722,307,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,290,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $51,478,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $720,916,000 | 44 |
| Corporate trust and agency accounts, managed assets | $44,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $2,556,569,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $486,879,000 | 49 |
| Other fiduciary accounts, managed assets | $16,177,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $720,916,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $783,337,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $275,303,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,980,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $320,318,000 | 41 |
| Other retirement accounts, non-managed assets | $33,194,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $25,937,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,917,000 | 66 |
| Other fiduciary accounts, non-managed assets | $3,688,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,257,178,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,194,000 | 107 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,156,152,000 | 79 |
| Managed Assets ($) | $5,382,719,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,675,556,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,856,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $49,859,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $695,885,000 | 44 |
| Corporate trust and agency accounts, managed assets | $322,000 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $2,458,289,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $470,180,000 | 51 |
| Other fiduciary accounts, managed assets | $15,772,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $695,885,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $773,433,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $268,835,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $99,334,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $331,557,000 | 42 |
| Other retirement accounts, non-managed assets | $34,231,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $25,206,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,673,000 | 74 |
| Other fiduciary accounts, non-managed assets | $3,597,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,324,896,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,231,000 | 130 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,699,667,000 | 76 |
| Managed Assets ($) | $4,987,751,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,537,510,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,043,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $44,398,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $631,128,000 | 45 |
| Corporate trust and agency accounts, managed assets | $323,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $2,308,292,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $436,422,000 | 51 |
| Other fiduciary accounts, managed assets | $14,635,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $631,128,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $711,916,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $238,350,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $101,960,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $307,371,000 | 42 |
| Other retirement accounts, non-managed assets | $28,303,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $22,584,000 | 68 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,012,000 | 69 |
| Other fiduciary accounts, non-managed assets | $3,336,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,225,091,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $28,303,000 | 115 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,514,115,000 | 77 |
| Managed Assets ($) | $4,820,138,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,507,402,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,196,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $42,877,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $599,990,000 | 47 |
| Corporate trust and agency accounts, managed assets | $323,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $2,200,667,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $417,582,000 | 49 |
| Other fiduciary accounts, managed assets | $14,101,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $599,990,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $693,977,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $225,644,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $93,162,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $314,724,000 | 42 |
| Other retirement accounts, non-managed assets | $26,101,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $21,585,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,542,000 | 71 |
| Other fiduciary accounts, non-managed assets | $3,219,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,488,671,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,101,000 | 129 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,991,240,000 | 79 |
| Managed Assets ($) | $4,304,992,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,346,297,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,599,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $38,878,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $530,287,000 | 45 |
| Corporate trust and agency accounts, managed assets | $323,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $1,970,615,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $367,419,000 | 48 |
| Other fiduciary accounts, managed assets | $12,574,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $520,287,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $686,248,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $222,041,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $100,367,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $310,686,000 | 40 |
| Other retirement accounts, non-managed assets | $22,639,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $19,225,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,400,000 | 71 |
| Other fiduciary accounts, non-managed assets | $2,890,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,317,590,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,639,000 | 125 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,223,960,000 | 86 |
| Managed Assets ($) | $4,486,652,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,601,913,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,652,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $45,175,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $540,686,000 | 48 |
| Corporate trust and agency accounts, managed assets | $322,000 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $1,802,274,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $432,108,000 | 47 |
| Other fiduciary accounts, managed assets | $15,522,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $540,686,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $231,981,000 | 30 |
| Non-managed Assets ($) | $737,308,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $278,948,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $101,599,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $298,186,000 | 42 |
| Other retirement accounts, non-managed assets | $23,294,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $22,471,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,470,000 | 79 |
| Other fiduciary accounts, non-managed assets | $3,340,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,401,009,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,294,000 | 163 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,892,238,000 | 90 |
| Managed Assets ($) | $4,229,807,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,540,279,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,313,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $42,735,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $511,144,000 | 51 |
| Corporate trust and agency accounts, managed assets | $322,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,653,780,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $420,242,000 | 46 |
| Other fiduciary accounts, managed assets | $14,992,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $511,144,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $662,431,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $245,276,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $95,902,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $268,057,000 | 44 |
| Other retirement accounts, non-managed assets | $22,412,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $22,656,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,899,000 | 87 |
| Other fiduciary accounts, non-managed assets | $3,229,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,174,486,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,412,000 | 128 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,911,852,000 | 88 |
| Managed Assets ($) | $4,253,344,000 | 60 |
| Personal trust and agency accounts, managed assets | $1,546,038,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,016,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $43,102,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $507,072,000 | 49 |
| Corporate trust and agency accounts, managed assets | $320,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,671,589,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $423,639,000 | 45 |
| Other fiduciary accounts, managed assets | $14,568,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $507,072,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $658,508,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $234,871,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $98,415,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $269,887,000 | 43 |
| Other retirement accounts, non-managed assets | $24,519,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $22,681,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,881,000 | 85 |
| Other fiduciary accounts, non-managed assets | $3,254,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,109,606,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,519,000 | 130 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,874,286,000 | 87 |
| Managed Assets ($) | $4,220,260,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,571,444,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,209,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $42,140,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $501,025,000 | 47 |
| Corporate trust and agency accounts, managed assets | $395,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $1,625,993,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $418,465,000 | 46 |
| Other fiduciary accounts, managed assets | $14,589,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $501,025,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $654,026,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $225,342,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $103,045,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $271,997,000 | 43 |
| Other retirement accounts, non-managed assets | $24,040,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $21,795,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,603,000 | 87 |
| Other fiduciary accounts, non-managed assets | $3,204,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,038,069,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,040,000 | 126 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,530,664,000 | 86 |
| Managed Assets ($) | $3,870,436,000 | 60 |
| Personal trust and agency accounts, managed assets | $1,448,572,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,236,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $36,923,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $460,951,000 | 47 |
| Corporate trust and agency accounts, managed assets | $393,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $1,486,119,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $381,255,000 | 47 |
| Other fiduciary accounts, managed assets | $13,987,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $460,951,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $168,872,000 | 30 |
| Non-managed Assets ($) | $660,228,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $218,500,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $96,777,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $286,732,000 | 44 |
| Other retirement accounts, non-managed assets | $23,509,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $27,349,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,358,000 | 100 |
| Other fiduciary accounts, non-managed assets | $3,003,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $934,318,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,509,000 | 157 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,885,943,000 | 84 |
| Managed Assets ($) | $4,210,485,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,596,058,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,548,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $39,336,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $497,283,000 | 48 |
| Corporate trust and agency accounts, managed assets | $391,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $1,596,464,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $416,725,000 | 46 |
| Other fiduciary accounts, managed assets | $16,680,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $497,283,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $675,458,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $224,841,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $109,745,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $276,509,000 | 45 |
| Other retirement accounts, non-managed assets | $25,853,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $30,545,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,649,000 | 87 |
| Other fiduciary accounts, non-managed assets | $3,316,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $808,849,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,853,000 | 121 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,688,591,000 | 85 |
| Managed Assets ($) | $4,038,380,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,541,740,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,187,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $37,562,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $463,941,000 | 50 |
| Corporate trust and agency accounts, managed assets | $390,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $1,533,020,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $399,186,000 | 47 |
| Other fiduciary accounts, managed assets | $16,354,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $463,941,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $650,211,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $207,182,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $104,429,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $276,994,000 | 46 |
| Other retirement accounts, non-managed assets | $24,320,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $29,346,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,676,000 | 85 |
| Other fiduciary accounts, non-managed assets | $3,264,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $771,101,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,320,000 | 122 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,621,765,000 | 85 |
| Managed Assets ($) | $3,996,640,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,537,733,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,594,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $36,849,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $447,076,000 | 51 |
| Corporate trust and agency accounts, managed assets | $388,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $1,493,938,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $416,683,000 | 46 |
| Other fiduciary accounts, managed assets | $16,379,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $447,076,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $625,125,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $208,132,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $102,416,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $256,717,000 | 46 |
| Other retirement accounts, non-managed assets | $21,762,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $28,510,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,311,000 | 85 |
| Other fiduciary accounts, non-managed assets | $3,277,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $760,493,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,762,000 | 126 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,739,196,000 | 82 |
| Managed Assets ($) | $4,139,092,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,595,679,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,910,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $37,493,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $446,054,000 | 49 |
| Corporate trust and agency accounts, managed assets | $386,000 | 118 |
| Investment management and investment advisory agency accounts, managed assets | $1,511,814,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $479,961,000 | 43 |
| Other fiduciary accounts, managed assets | $19,795,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $446,054,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $148,420,000 | 33 |
| Non-managed Assets ($) | $600,104,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $210,885,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $96,286,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $261,850,000 | 45 |
| Other retirement accounts, non-managed assets | $19,394,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $3,986,000 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,362,000 | 99 |
| Other fiduciary accounts, non-managed assets | $3,341,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $822,769,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,394,000 | 184 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,631,653,000 | 82 |
| Managed Assets ($) | $4,035,892,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,567,134,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,188,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $35,579,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $431,283,000 | 49 |
| Corporate trust and agency accounts, managed assets | $386,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,468,215,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $467,599,000 | 43 |
| Other fiduciary accounts, managed assets | $19,508,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $431,283,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $595,761,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $202,979,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $90,696,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $271,226,000 | 45 |
| Other retirement accounts, non-managed assets | $19,333,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $3,973,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,271,000 | 90 |
| Other fiduciary accounts, non-managed assets | $3,283,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $808,888,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,334,000 | 143 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,493,275,000 | 80 |
| Managed Assets ($) | $3,923,675,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,550,334,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,364,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $37,023,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $419,908,000 | 50 |
| Corporate trust and agency accounts, managed assets | $385,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,398,509,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $452,557,000 | 45 |
| Other fiduciary accounts, managed assets | $19,595,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $419,908,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $569,600,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $193,365,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $90,153,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $257,136,000 | 45 |
| Other retirement accounts, non-managed assets | $17,433,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $3,933,000 | 137 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,351,000 | 91 |
| Other fiduciary accounts, non-managed assets | $3,229,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $791,764,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,433,000 | 151 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,419,198,000 | 80 |
| Managed Assets ($) | $3,862,088,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,544,608,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,973,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $35,865,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $408,646,000 | 49 |
| Corporate trust and agency accounts, managed assets | $385,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $1,352,032,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $451,915,000 | 45 |
| Other fiduciary accounts, managed assets | $19,664,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $408,646,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $557,110,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $188,755,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $89,447,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $250,805,000 | 45 |
| Other retirement accounts, non-managed assets | $16,766,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $3,887,000 | 135 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,264,000 | 93 |
| Other fiduciary accounts, non-managed assets | $3,186,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $764,906,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,766,000 | 148 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,265,457,000 | 81 |
| Managed Assets ($) | $3,721,048,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,502,022,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,499,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $35,018,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $396,063,000 | 48 |
| Corporate trust and agency accounts, managed assets | $385,000 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $1,285,619,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $434,850,000 | 45 |
| Other fiduciary accounts, managed assets | $19,592,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $396,063,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $544,409,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $189,050,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $83,617,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $244,115,000 | 44 |
| Other retirement accounts, non-managed assets | $16,623,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $3,778,000 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,151,000 | 100 |
| Other fiduciary accounts, non-managed assets | $3,075,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $753,217,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,623,000 | 196 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,232,211,000 | 80 |
| Managed Assets ($) | $3,711,721,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,497,443,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,915,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $34,013,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $403,495,000 | 47 |
| Corporate trust and agency accounts, managed assets | $385,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $1,275,268,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $434,314,000 | 45 |
| Other fiduciary accounts, managed assets | $19,888,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $403,495,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $520,490,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $192,107,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $82,451,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $220,797,000 | 48 |
| Other retirement accounts, non-managed assets | $15,400,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $3,837,000 | 130 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,759,000 | 98 |
| Other fiduciary accounts, non-managed assets | $3,139,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $761,089,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,400,000 | 153 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,027,231,000 | 86 |
| Managed Assets ($) | $3,506,636,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,369,795,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,892,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $33,018,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $393,494,000 | 47 |
| Corporate trust and agency accounts, managed assets | $385,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,218,508,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $423,912,000 | 46 |
| Other fiduciary accounts, managed assets | $20,632,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $393,494,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $520,595,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $187,190,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,325,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $229,044,000 | 46 |
| Other retirement accounts, non-managed assets | $15,473,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $3,783,000 | 135 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,674,000 | 101 |
| Other fiduciary accounts, non-managed assets | $3,106,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $769,280,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,473,000 | 153 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,021,886,000 | 84 |
| Managed Assets ($) | $3,522,532,000 | 60 |
| Personal trust and agency accounts, managed assets | $1,368,190,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,133,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $32,884,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $384,876,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $1,241,836,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $420,875,000 | 47 |
| Other fiduciary accounts, managed assets | $20,738,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $384,876,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $499,354,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $173,694,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,714,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $224,860,000 | 45 |
| Other retirement accounts, non-managed assets | $15,083,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $387,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $3,768,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,724,000 | 98 |
| Other fiduciary accounts, non-managed assets | $3,124,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $734,008,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,083,000 | 156 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,997,888,000 | 79 |
| Managed Assets ($) | $3,535,842,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,370,710,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,463,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $32,840,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $387,391,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $1,248,247,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $419,785,000 | 45 |
| Other fiduciary accounts, managed assets | $22,406,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $387,391,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $462,046,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $135,960,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,557,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $227,684,000 | 46 |
| Other retirement accounts, non-managed assets | $13,722,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $387,000 | 167 |
| Investment management and advisory agency accounts, non-managed assets | $1,012,000 | 270 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,563,000 | 118 |
| Other fiduciary accounts, non-managed assets | $3,161,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $731,959,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,722,000 | 235 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,929,186,000 | 78 |
| Managed Assets ($) | $3,524,801,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,344,960,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,821,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $74,727,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $391,196,000 | 43 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,224,791,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $411,582,000 | 42 |
| Other fiduciary accounts, managed assets | $22,724,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $391,196,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $404,385,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $106,009,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,599,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $203,095,000 | 47 |
| Other retirement accounts, non-managed assets | $12,855,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $388,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $3,728,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,594,000 | 104 |
| Other fiduciary accounts, non-managed assets | $3,117,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $681,059,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,855,000 | 172 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,212,340,000 | 79 |
| Managed Assets ($) | $3,762,802,000 | 60 |
| Personal trust and agency accounts, managed assets | $1,433,897,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,549,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $76,880,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $410,380,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $1,327,465,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $426,065,000 | 43 |
| Other fiduciary accounts, managed assets | $24,566,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $410,380,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $449,538,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $118,067,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,161,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $227,771,000 | 45 |
| Other retirement accounts, non-managed assets | $13,990,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $388,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $4,063,000 | 130 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,746,000 | 103 |
| Other fiduciary accounts, non-managed assets | $3,352,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $723,836,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,990,000 | 169 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,369,323,000 | 79 |
| Managed Assets ($) | $3,782,603,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,449,281,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,513,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $76,860,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $411,890,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,437,177,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $317,599,000 | 55 |
| Other fiduciary accounts, managed assets | $30,283,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $411,890,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $586,720,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $120,135,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $81,875,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $219,314,000 | 47 |
| Other retirement accounts, non-managed assets | $14,375,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $389,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $5,484,000 | 121 |
| Foundation and endowment trust and agency accounts, non-managed assets | $141,739,000 | 25 |
| Other fiduciary accounts, non-managed assets | $3,409,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $585,588,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,374,000 | 169 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,360,095,000 | 78 |
| Managed Assets ($) | $3,790,422,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,447,861,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,587,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $75,550,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $403,734,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,465,101,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $307,240,000 | 56 |
| Other fiduciary accounts, managed assets | $30,349,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $403,461,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $569,673,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $113,521,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,866,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $210,760,000 | 48 |
| Other retirement accounts, non-managed assets | $14,186,000 | 197 |
| Corporate trust and agency accounts, non-managed assets | $390,000 | 167 |
| Investment management and advisory agency accounts, non-managed assets | $5,526,000 | 158 |
| Foundation and endowment trust and agency accounts, non-managed assets | $142,018,000 | 26 |
| Other fiduciary accounts, non-managed assets | $3,406,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $607,856,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,186,000 | 231 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,276,008,000 | 78 |
| Managed Assets ($) | $3,738,197,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,424,948,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,215,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $73,934,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $398,766,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,452,779,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $298,978,000 | 55 |
| Other fiduciary accounts, managed assets | $30,577,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $398,766,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $537,811,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $112,654,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,594,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $191,162,000 | 53 |
| Other retirement accounts, non-managed assets | $13,724,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $391,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $7,962,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $131,909,000 | 25 |
| Other fiduciary accounts, non-managed assets | $3,415,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $594,498,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,724,000 | 170 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,322,284,000 | 77 |
| Managed Assets ($) | $3,834,086,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,493,212,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,752,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $76,141,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $406,332,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,501,160,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $272,065,000 | 54 |
| Other fiduciary accounts, managed assets | $26,424,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $406,332,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $488,198,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $110,244,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,936,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $146,792,000 | 55 |
| Other retirement accounts, non-managed assets | $14,573,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $386,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $8,046,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $131,707,000 | 25 |
| Other fiduciary accounts, non-managed assets | $3,514,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $592,038,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,573,000 | 168 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,305,336,000 | 76 |
| Managed Assets ($) | $3,782,609,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,465,563,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,618,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $74,985,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $391,921,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,496,599,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $269,129,000 | 53 |
| Other fiduciary accounts, managed assets | $26,794,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $391,921,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $522,727,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $99,737,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $74,110,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $188,264,000 | 53 |
| Other retirement accounts, non-managed assets | $20,449,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $387,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $8,045,000 | 110 |
| Foundation and endowment trust and agency accounts, non-managed assets | $128,264,000 | 25 |
| Other fiduciary accounts, non-managed assets | $3,471,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $550,041,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,449,000 | 139 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,245,557,000 | 78 |
| Managed Assets ($) | $3,752,622,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,452,402,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,574,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $90,379,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $386,878,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $1,472,824,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $267,400,000 | 52 |
| Other fiduciary accounts, managed assets | $27,165,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $386,878,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $492,935,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $90,639,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,532,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $207,000,000 | 45 |
| Other retirement accounts, non-managed assets | $20,184,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $387,000 | 175 |
| Investment management and advisory agency accounts, non-managed assets | $5,135,000 | 161 |
| Foundation and endowment trust and agency accounts, non-managed assets | $127,544,000 | 25 |
| Other fiduciary accounts, non-managed assets | $3,514,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $545,030,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,184,000 | 175 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,954,547,000 | 80 |
| Managed Assets ($) | $3,590,465,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,508,120,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,354,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $85,488,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $395,932,000 | 37 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,506,479,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $75,092,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $395,932,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $364,082,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $79,650,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,240,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $195,453,000 | 50 |
| Other retirement accounts, non-managed assets | $11,797,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $388,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $5,139,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $3,415,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $649,617,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,797,000 | 187 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,843,555,000 | 80 |
| Managed Assets ($) | $3,477,584,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,446,773,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,371,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $83,531,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $378,376,000 | 37 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $1,479,312,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $72,221,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $378,376,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $365,971,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $62,614,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $92,682,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,181,000 | 49 |
| Other retirement accounts, non-managed assets | $11,119,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $387,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $5,658,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $3,330,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $622,646,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,119,000 | 194 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,837,627,000 | 80 |
| Managed Assets ($) | $3,490,590,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,462,252,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,370,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $114,874,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $340,873,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $1,473,167,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other fiduciary accounts, managed assets | $73,054,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $340,873,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $347,037,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $55,459,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $93,138,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $176,764,000 | 50 |
| Other retirement accounts, non-managed assets | $11,578,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $460,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $6,232,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $3,406,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $771,752,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,578,000 | 187 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,631,041,000 | 78 |
| Managed Assets ($) | $3,329,337,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,389,860,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,688,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $109,816,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $323,491,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $1,411,804,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
| Other fiduciary accounts, managed assets | $69,678,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $323,491,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $301,704,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $40,163,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $83,588,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $161,185,000 | 50 |
| Other retirement accounts, non-managed assets | $10,276,000 | 245 |
| Corporate trust and agency accounts, non-managed assets | $388,000 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $6,104,000 | 149 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $717,375,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,276,000 | 302 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,610,145,000 | 77 |
| Managed Assets ($) | $3,307,542,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,352,139,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,960,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $71,429,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $322,975,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,424,621,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $74,418,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $322,975,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $302,603,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $38,205,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $82,791,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $164,338,000 | 50 |
| Other retirement accounts, non-managed assets | $10,637,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $523,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | $6,109,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,043,741,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,637,000 | 193 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,512,617,000 | 78 |
| Managed Assets ($) | $3,226,739,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,396,705,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,785,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $102,029,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $311,243,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,371,597,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $18,380,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $311,243,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $285,878,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $36,210,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,440,000 | 125 |
| Employee benefit-defined benefit accounts, non-managed Assets | $153,736,000 | 51 |
| Other retirement accounts, non-managed assets | $10,798,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $525,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $5,169,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,018,611,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,798,000 | 188 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,469,263,000 | 96 |
| Managed Assets ($) | $2,194,160,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,280,967,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,365,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $78,694,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $214,779,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $596,796,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $5,559,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $214,779,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $275,103,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $23,806,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $83,727,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $150,423,000 | 53 |
| Other retirement accounts, non-managed assets | $10,506,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $502,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $5,239,000 | 110 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $900,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,049,171,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,506,000 | 192 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,246,805,000 | 101 |
| Managed Assets ($) | $2,058,820,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,205,260,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,021,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $74,702,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $198,033,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $563,584,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| Other fiduciary accounts, managed assets | $4,220,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $198,033,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $187,985,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $25,238,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $635,000 | 488 |
| Employee benefit-defined benefit accounts, non-managed Assets | $144,512,000 | 53 |
| Other retirement accounts, non-managed assets | $10,280,000 | 228 |
| Corporate trust and agency accounts, non-managed assets | $500,000 | 186 |
| Investment management and advisory agency accounts, non-managed assets | $6,820,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $956,330,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,280,000 | 285 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,143,310,000 | 101 |
| Managed Assets ($) | $1,956,566,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,215,172,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,627,000 | 186 |
| Employee benefit-defined benefit accounts, managed assets | $60,701,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $191,674,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $472,395,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other fiduciary accounts, managed assets | $3,997,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $57,888,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $186,744,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $20,146,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $670,000 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $148,656,000 | 52 |
| Other retirement accounts, non-managed assets | $10,131,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $523,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $6,618,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $851,589,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,131,000 | 179 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,378,949,000 | 96 |
| Managed Assets ($) | $2,191,940,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,404,976,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,291,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $68,017,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $211,809,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $488,912,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| Other fiduciary accounts, managed assets | $4,935,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $65,512,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $187,009,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $14,066,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $507,000 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $155,323,000 | 53 |
| Other retirement accounts, non-managed assets | $11,315,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $523,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $5,275,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $951,261,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,315,000 | 176 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,308,193,000 | 140 |
| Managed Assets ($) | $1,050,307,000 | 119 |
| Personal trust and agency accounts, managed assets | $528,555,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,123,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $32,667,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $65,590,000 | 138 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $411,371,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $1,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $63,249,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $257,886,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $13,530,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,422,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $139,782,000 | 55 |
| Other retirement accounts, non-managed assets | $16,499,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $570,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $15,599,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $484,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $921,258,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,718,000 | 175 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,258,574,000 | 144 |
| Managed Assets ($) | $1,020,733,000 | 118 |
| Personal trust and agency accounts, managed assets | $509,529,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,451,000 | 226 |
| Employee benefit-defined benefit accounts, managed assets | $33,447,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $63,316,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $400,989,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $1,000 | 245 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,021,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $237,841,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $13,635,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,682,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $138,663,000 | 56 |
| Other retirement accounts, non-managed assets | $6,059,000 | 322 |
| Corporate trust and agency accounts, non-managed assets | $501,000 | 204 |
| Investment management and advisory agency accounts, non-managed assets | $13,798,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $503,000 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $884,840,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,441,000 | 280 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,175,871,000 | 145 |
| Managed Assets ($) | $954,819,000 | 123 |
| Personal trust and agency accounts, managed assets | $479,601,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,713,000 | 188 |
| Employee benefit-defined benefit accounts, managed assets | $32,206,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $60,581,000 | 137 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $368,708,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $10,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $58,361,000 | 117 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $221,052,000 | 152 |
| Personal trust and agency accounts, non-managed assets | $16,380,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,733,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,870,000 | 55 |
| Other retirement accounts, non-managed assets | $5,820,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $525,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $5,247,000 | 88 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $477,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $844,531,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,820,000 | 169 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,102,779,000 | 143 |
| Managed Assets ($) | $880,046,000 | 122 |
| Personal trust and agency accounts, managed assets | $442,538,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,100,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $30,114,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $56,353,000 | 134 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $337,931,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $10,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,279,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $222,733,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $15,085,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,679,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $132,536,000 | 55 |
| Other retirement accounts, non-managed assets | $16,414,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $524,000 | 124 |
| Investment management and advisory agency accounts, non-managed assets | $5,185,000 | 88 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $310,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $787,315,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,721,000 | 163 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,150,250,000 | 146 |
| Managed Assets ($) | $931,689,000 | 120 |
| Personal trust and agency accounts, managed assets | $480,910,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,490,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $32,174,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $54,875,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $350,230,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $10,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,638,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $218,561,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $16,671,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,725,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,016,000 | 59 |
| Other retirement accounts, non-managed assets | $18,887,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $500,000 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $5,438,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $324,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $769,735,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,382,000 | 169 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,105,963,000 | 146 |
| Managed Assets ($) | $893,814,000 | 123 |
| Personal trust and agency accounts, managed assets | $463,075,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,508,000 | 219 |
| Employee benefit-defined benefit accounts, managed assets | $31,499,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $53,457,000 | 143 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $331,265,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $10,000 | 234 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,247,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $212,149,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $15,994,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,655,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,647,000 | 62 |
| Other retirement accounts, non-managed assets | $16,701,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $503,000 | 220 |
| Investment management and advisory agency accounts, non-managed assets | $5,417,000 | 126 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $232,000 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $645,524,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,953,000 | 293 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,082,167,000 | 149 |
| Managed Assets ($) | $841,943,000 | 124 |
| Personal trust and agency accounts, managed assets | $456,927,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,848,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $31,146,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $51,296,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $287,726,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $240,224,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $54,972,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,665,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,949,000 | 59 |
| Other retirement accounts, non-managed assets | $17,110,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $528,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $923,206,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $971,472,000 | 156 |
| Managed Assets ($) | $772,704,000 | 130 |
| Personal trust and agency accounts, managed assets | $417,143,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,262,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $28,741,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $46,790,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $265,768,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $198,768,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $10,653,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,772,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,360,000 | 60 |
| Other retirement accounts, non-managed assets | $19,458,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $525,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $545,683,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $892,987,000 | 160 |
| Managed Assets ($) | $720,187,000 | 136 |
| Personal trust and agency accounts, managed assets | $394,031,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,977,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $26,641,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $40,209,000 | 158 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $245,329,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $172,800,000 | 156 |
| Personal trust and agency accounts, non-managed assets | $11,013,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,949,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,697,000 | 60 |
| Other retirement accounts, non-managed assets | $18,639,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $502,000 | 122 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $522,928,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $967,461,000 | 159 |
| Managed Assets ($) | $774,386,000 | 134 |
| Personal trust and agency accounts, managed assets | $439,956,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,609,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $27,892,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $36,988,000 | 178 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $254,941,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $193,075,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $12,273,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,091,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $111,451,000 | 62 |
| Other retirement accounts, non-managed assets | $20,759,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $501,000 | 223 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $590,388,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,135,580,000 | 151 |
| Managed Assets ($) | $908,321,000 | 125 |
| Personal trust and agency accounts, managed assets | $513,493,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,353,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $29,951,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $43,848,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $304,676,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $227,259,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $14,557,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,465,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $122,516,000 | 64 |
| Other retirement accounts, non-managed assets | $27,186,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $535,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $822,017,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,172,121,000 | 159 |
| Managed Assets ($) | $944,738,000 | 130 |
| Personal trust and agency accounts, managed assets | $536,017,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,790,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $32,402,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $47,714,000 | 166 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $310,815,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $227,383,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $15,971,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,899,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,275,000 | 69 |
| Other retirement accounts, non-managed assets | $28,719,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $519,000 | 139 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $926,766,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,211,497,000 | 161 |
| Managed Assets ($) | $980,619,000 | 133 |
| Personal trust and agency accounts, managed assets | $567,697,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,130,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $33,284,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $48,703,000 | 160 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $312,805,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $230,878,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $14,685,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $69,882,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,676,000 | 71 |
| Other retirement accounts, non-managed assets | $29,072,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $563,000 | 136 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $834,986,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,284,591,000 | 157 |
| Managed Assets ($) | $1,049,562,000 | 126 |
| Personal trust and agency accounts, managed assets | $609,640,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,737,000 | 229 |
| Employee benefit-defined benefit accounts, managed assets | $35,570,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $49,529,000 | 163 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $336,086,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $235,029,000 | 168 |
| Personal trust and agency accounts, non-managed assets | $15,989,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $70,608,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,722,000 | 74 |
| Other retirement accounts, non-managed assets | $32,212,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $498,000 | 232 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $894,610,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,751,091,000 | 129 |
| Managed Assets ($) | $1,517,858,000 | 100 |
| Personal trust and agency accounts, managed assets | $634,242,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,746,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $34,840,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $52,000,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $778,030,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $233,233,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $15,036,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,665,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,725,000 | 75 |
| Other retirement accounts, non-managed assets | $31,302,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $505,000 | 141 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $910,597,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,742,654,000 | 133 |
| Managed Assets ($) | $1,510,728,000 | 103 |
| Personal trust and agency accounts, managed assets | $633,311,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,297,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $35,403,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $52,879,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $770,838,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $231,926,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $13,947,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $70,629,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,532,000 | 79 |
| Other retirement accounts, non-managed assets | $32,306,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $512,000 | 147 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $876,538,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,699,701,000 | 136 |
| Managed Assets ($) | $1,484,392,000 | 103 |
| Personal trust and agency accounts, managed assets | $617,074,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,596,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $33,892,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $49,884,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $765,946,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $215,309,000 | 174 |
| Personal trust and agency accounts, non-managed assets | $13,184,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,368,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,587,000 | 77 |
| Other retirement accounts, non-managed assets | $33,685,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $485,000 | 148 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $809,339,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,704,651,000 | 132 |
| Managed Assets ($) | $1,493,199,000 | 101 |
| Personal trust and agency accounts, managed assets | $634,772,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,733,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $33,712,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $49,534,000 | 149 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $755,448,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $211,452,000 | 177 |
| Personal trust and agency accounts, non-managed assets | $13,165,000 | 262 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,095,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $97,911,000 | 79 |
| Other retirement accounts, non-managed assets | $32,800,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $481,000 | 254 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $795,472,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,499,302,000 | 143 |
| Managed Assets ($) | $1,304,660,000 | 110 |
| Personal trust and agency accounts, managed assets | $589,392,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,975,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $30,169,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $51,464,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $614,660,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $194,642,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $12,451,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,029,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,538,000 | 86 |
| Other retirement accounts, non-managed assets | $32,128,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $496,000 | 153 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $740,284,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,439,260,000 | 151 |
| Managed Assets ($) | $1,253,698,000 | 115 |
| Personal trust and agency accounts, managed assets | $566,386,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,224,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $29,733,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $53,676,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $584,679,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $185,562,000 | 196 |
| Personal trust and agency accounts, non-managed assets | $12,366,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,015,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,157,000 | 90 |
| Other retirement accounts, non-managed assets | $27,533,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $491,000 | 154 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,253,698,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,472,083,000 | 150 |
| Managed Assets ($) | $1,283,478,000 | 112 |
| Personal trust and agency accounts, managed assets | $575,878,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,490,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $30,003,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $56,494,000 | 130 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $601,613,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $188,605,000 | 197 |
| Personal trust and agency accounts, non-managed assets | $12,100,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,363,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,304,000 | 88 |
| Other retirement accounts, non-managed assets | $29,396,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $442,000 | 156 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $766,307,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,542,294,000 | 144 |
| Managed Assets ($) | $1,361,075,000 | 109 |
| Personal trust and agency accounts, managed assets | $606,422,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,356,000 | 239 |
| Employee benefit-defined benefit accounts, managed assets | $30,797,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $55,729,000 | 127 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $648,771,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $181,219,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $8,080,000 | 324 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,931,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,997,000 | 87 |
| Other retirement accounts, non-managed assets | $28,773,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $438,000 | 267 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $712,158,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,482,070,000 | 146 |
| Managed Assets ($) | $1,326,448,000 | 108 |
| Personal trust and agency accounts, managed assets | $605,999,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,124,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $29,649,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $56,189,000 | 121 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $615,487,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $155,622,000 | 210 |
| Personal trust and agency accounts, non-managed assets | $8,266,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,960,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,520,000 | 92 |
| Other retirement accounts, non-managed assets | $16,441,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $435,000 | 152 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $701,297,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,218,095,000 | 157 |
| Managed Assets ($) | $1,054,315,000 | 115 |
| Personal trust and agency accounts, managed assets | $599,760,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,071,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $29,068,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $55,162,000 | 118 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $351,254,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $163,780,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $8,165,000 | 225 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,128,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,956,000 | 90 |
| Other retirement accounts, non-managed assets | $27,098,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $433,000 | 158 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $660,854,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,207,372,000 | 167 |
| Managed Assets ($) | $1,054,559,000 | 120 |
| Personal trust and agency accounts, managed assets | $616,611,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,097,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $33,795,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $53,510,000 | 120 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $331,546,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $152,813,000 | 212 |
| Personal trust and agency accounts, non-managed assets | $8,087,000 | 227 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,496,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,732,000 | 97 |
| Other retirement accounts, non-managed assets | $27,129,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $369,000 | 154 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $687,892,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,202,980,000 | 166 |
| Managed Assets ($) | $1,057,435,000 | 121 |
| Personal trust and agency accounts, managed assets | $619,612,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,497,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $34,407,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $53,664,000 | 119 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $330,255,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $145,545,000 | 222 |
| Personal trust and agency accounts, non-managed assets | $8,363,000 | 322 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,259,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,316,000 | 99 |
| Other retirement accounts, non-managed assets | $15,177,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $430,000 | 254 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $713,829,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,149,385,000 | 165 |
| Managed Assets ($) | $1,017,667,000 | 123 |
| Personal trust and agency accounts, managed assets | $602,919,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,980,000 | 204 |
| Employee benefit-defined benefit accounts, managed assets | $30,451,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $54,448,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $310,869,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $131,718,000 | 218 |
| Personal trust and agency accounts, non-managed assets | $7,823,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,073,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,733,000 | 99 |
| Other retirement accounts, non-managed assets | $14,611,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $478,000 | 153 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $679,782,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,125,423,000 | 168 |
| Managed Assets ($) | $977,282,000 | 123 |
| Personal trust and agency accounts, managed assets | $606,717,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,294,000 | 206 |
| Employee benefit-defined benefit accounts, managed assets | $44,015,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $39,033,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $255,936,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,287,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $148,141,000 | 213 |
| Personal trust and agency accounts, non-managed assets | $8,397,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,560,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $104,821,000 | 80 |
| Other retirement accounts, non-managed assets | $10,817,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $458,000 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $11,088,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $680,751,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,112,638,000 | 169 |
| Managed Assets ($) | $969,205,000 | 125 |
| Personal trust and agency accounts, managed assets | $608,874,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,873,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $43,100,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $38,222,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $248,280,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,856,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $143,433,000 | 217 |
| Personal trust and agency accounts, non-managed assets | $8,334,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,079,000 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,802,000 | 83 |
| Other retirement accounts, non-managed assets | $10,402,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $446,000 | 163 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $11,370,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $654,853,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,081,938,000 | 175 |
| Managed Assets ($) | $947,233,000 | 130 |
| Personal trust and agency accounts, managed assets | $596,672,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,369,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $42,008,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $37,253,000 | 152 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $241,281,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,650,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $134,705,000 | 233 |
| Personal trust and agency accounts, non-managed assets | $8,139,000 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,080,000 | 314 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,812,000 | 82 |
| Other retirement accounts, non-managed assets | $10,403,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $485,000 | 296 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,786,000 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $669,937,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,012,959,000 | 182 |
| Managed Assets ($) | $889,173,000 | 139 |
| Personal trust and agency accounts, managed assets | $566,406,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,897,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $38,758,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $35,307,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $223,994,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,811,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,786,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $7,837,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,668,000 | 259 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,362,000 | 89 |
| Other retirement accounts, non-managed assets | $9,777,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $500,000 | 166 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,642,000 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $617,072,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,006,266,000 | 184 |
| Managed Assets ($) | $883,718,000 | 137 |
| Personal trust and agency accounts, managed assets | $568,693,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,443,000 | 238 |
| Employee benefit-defined benefit accounts, managed assets | $38,227,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $35,773,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $216,917,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,665,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $122,548,000 | 237 |
| Personal trust and agency accounts, non-managed assets | $9,472,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,275,000 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,262,000 | 89 |
| Other retirement accounts, non-managed assets | $9,264,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $483,000 | 168 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,792,000 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $613,251,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $933,153,000 | 194 |
| Managed Assets ($) | $818,972,000 | 144 |
| Personal trust and agency accounts, managed assets | $541,159,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,936,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $34,872,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $34,456,000 | 148 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $186,041,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,508,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $114,181,000 | 243 |
| Personal trust and agency accounts, non-managed assets | $9,727,000 | 249 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,945,000 | 260 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,185,000 | 95 |
| Other retirement accounts, non-managed assets | $8,658,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $532,000 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,134,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $599,804,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,105,490,000 | 177 |
| Managed Assets ($) | $977,142,000 | 129 |
| Personal trust and agency accounts, managed assets | $706,254,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,584,000 | 308 |
| Employee benefit-defined benefit accounts, managed assets | $35,120,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $35,073,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $187,111,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $128,348,000 | 246 |
| Personal trust and agency accounts, non-managed assets | $10,739,000 | 309 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,872,000 | 403 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,572,000 | 88 |
| Other retirement accounts, non-managed assets | $10,156,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $465,000 | 301 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,544,000 | 112 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $595,921,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,161,379,000 | 162 |
| Managed Assets ($) | $1,050,406,000 | 124 |
| Personal trust and agency accounts, managed assets | $751,836,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,367,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $26,988,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $46,628,000 | 117 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $181,895,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,692,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,973,000 | 234 |
| Personal trust and agency accounts, non-managed assets | $12,352,000 | 284 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,942,000 | 364 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,712,000 | 89 |
| Other retirement accounts, non-managed assets | $12,627,000 | 213 |
| Corporate trust and agency accounts, non-managed assets | $569,000 | 284 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,771,000 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $696,126,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |