Home > The First National Bank in Sioux Falls > Total Fiduciary and Related Assets
The First National Bank in Sioux Falls, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,678,507,000 | 89 |
| Managed Assets ($) | $1,983,718,000 | 137 |
| Personal trust and agency accounts, managed assets | $639,262,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,293,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $64,263,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $109,375,000 | 188 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $872,451,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $281,827,000 | 78 |
| Other fiduciary accounts, managed assets | $247,000 | 154 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $109,375,000 | 185 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $5,694,789,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $2,411,523,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $364,221,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,695,000 | 69 |
| Other retirement accounts, non-managed assets | $6,406,000 | 302 |
| Corporate trust and agency accounts, non-managed assets | $819,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $2,859,764,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,361,000 | 105 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $211,213,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,406,000 | 330 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,458,892,000 | 89 |
| Managed Assets ($) | $1,924,384,000 | 138 |
| Personal trust and agency accounts, managed assets | $615,866,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,115,000 | 150 |
| Employee benefit-defined benefit accounts, managed assets | $105,442,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $99,942,000 | 182 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $825,397,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $262,482,000 | 79 |
| Other fiduciary accounts, managed assets | $140,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $99,942,000 | 176 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,534,508,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $2,345,388,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $339,916,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,243,000 | 69 |
| Other retirement accounts, non-managed assets | $6,219,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $1,084,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | $2,794,856,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,802,000 | 102 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $211,000 | 338 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,219,000 | 205 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,540,469,000 | 86 |
| Managed Assets ($) | $1,901,198,000 | 135 |
| Personal trust and agency accounts, managed assets | $623,686,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,286,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $108,671,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $102,189,000 | 193 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $789,358,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $259,803,000 | 78 |
| Other fiduciary accounts, managed assets | $205,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $102,189,000 | 185 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,639,271,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $2,437,550,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $354,379,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,602,000 | 71 |
| Other retirement accounts, non-managed assets | $6,469,000 | 228 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $2,789,829,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,442,000 | 110 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $209,000 | 395 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,469,000 | 243 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,567,028,000 | 91 |
| Managed Assets ($) | $1,939,303,000 | 140 |
| Personal trust and agency accounts, managed assets | $634,370,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,530,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $110,968,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $97,876,000 | 196 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $781,330,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | $266,988,000 | 80 |
| Other fiduciary accounts, managed assets | $241,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $97,876,000 | 186 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,627,725,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $2,417,502,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $313,916,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,663,000 | 78 |
| Other retirement accounts, non-managed assets | $6,930,000 | 187 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $2,840,196,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,518,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $545,000 | 339 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,930,000 | 206 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,968,554,000 | 93 |
| Managed Assets ($) | $1,659,929,000 | 153 |
| Personal trust and agency accounts, managed assets | $637,842,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,806,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $72,089,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $90,942,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $560,694,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | $254,209,000 | 83 |
| Other fiduciary accounts, managed assets | $347,000 | 141 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,942,000 | 196 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $5,308,625,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $2,316,205,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $296,638,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,118,000 | 69 |
| Other retirement accounts, non-managed assets | $7,109,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $2,604,929,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,626,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $543,000 | 597 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,110,000 | 325 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,194,321,000 | 84 |
| Managed Assets ($) | $1,584,352,000 | 150 |
| Personal trust and agency accounts, managed assets | $635,599,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,554,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $65,049,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $82,200,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $520,693,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $239,954,000 | 84 |
| Other fiduciary accounts, managed assets | $303,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $82,200,000 | 198 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,609,969,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $3,634,056,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $292,069,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,631,000 | 68 |
| Other retirement accounts, non-managed assets | $6,629,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $2,590,170,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,414,000 | 93 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $542,000 | 353 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,629,000 | 214 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,887,480,000 | 80 |
| Managed Assets ($) | $1,639,141,000 | 126 |
| Personal trust and agency accounts, managed assets | $649,688,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,986,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $70,522,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $85,264,000 | 200 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $537,079,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $251,287,000 | 69 |
| Other fiduciary accounts, managed assets | $315,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,264,000 | 191 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,248,339,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $3,589,418,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $298,527,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,148,000 | 62 |
| Other retirement accounts, non-managed assets | $8,548,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $261,147,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,551,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $209,000 | 390 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,904,000 | 226 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,655,967,000 | 66 |
| Managed Assets ($) | $1,769,345,000 | 130 |
| Personal trust and agency accounts, managed assets | $692,374,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,803,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $74,827,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $93,841,000 | 195 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $580,154,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $277,069,000 | 69 |
| Other fiduciary accounts, managed assets | $277,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,841,000 | 187 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,886,622,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $3,750,598,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $335,439,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,340,000 | 61 |
| Other retirement accounts, non-managed assets | $7,771,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $2,691,756,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,718,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $210,000 | 327 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,771,000 | 200 |
| 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 | $8,496,584,000 | 69 |
| Managed Assets ($) | $1,806,105,000 | 134 |
| Personal trust and agency accounts, managed assets | $695,425,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,711,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $77,457,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $87,452,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $605,368,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $288,412,000 | 68 |
| Other fiduciary accounts, managed assets | $280,000 | 159 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,452,000 | 212 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $6,690,479,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $3,496,482,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $356,018,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $103,165,000 | 63 |
| Other retirement accounts, non-managed assets | $8,065,000 | 271 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $2,721,713,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,036,000 | 90 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $212,000 | 598 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,065,000 | 318 |
| 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 | $8,156,931,000 | 68 |
| Managed Assets ($) | $1,717,883,000 | 137 |
| Personal trust and agency accounts, managed assets | $638,563,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,498,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $76,408,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $81,329,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $590,809,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $280,089,000 | 69 |
| Other fiduciary accounts, managed assets | $187,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,329,000 | 206 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,439,048,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $3,418,409,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $343,801,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,875,000 | 63 |
| Other retirement accounts, non-managed assets | $7,850,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $2,564,166,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,947,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $213,000 | 313 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,851,000 | 200 |
| 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 | $8,080,630,000 | 68 |
| Managed Assets ($) | $1,694,309,000 | 138 |
| Personal trust and agency accounts, managed assets | $620,990,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,047,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $77,110,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $81,440,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $585,066,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $277,440,000 | 69 |
| Other fiduciary accounts, managed assets | $216,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $81,440,000 | 216 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,386,321,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $3,334,672,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $345,980,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $102,672,000 | 64 |
| Other retirement accounts, non-managed assets | $7,999,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $2,590,077,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,921,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $214,000 | 369 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,999,000 | 228 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,204,012,000 | 89 |
| Managed Assets ($) | $1,347,701,000 | 154 |
| Personal trust and agency accounts, managed assets | $526,478,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,068,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $65,684,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $52,978,000 | 242 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $481,830,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | $182,227,000 | 86 |
| Other fiduciary accounts, managed assets | $436,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,978,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,856,311,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $1,778,927,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $236,435,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,372,000 | 66 |
| Other retirement accounts, non-managed assets | $8,113,000 | 178 |
| Corporate trust and agency accounts, non-managed assets | $256,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $1,754,688,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,520,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,000 | 316 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,113,000 | 198 |
| 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 | $7,193,377,000 | 72 |
| Managed Assets ($) | $1,595,052,000 | 137 |
| Personal trust and agency accounts, managed assets | $600,755,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,063,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $73,084,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $72,249,000 | 233 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $544,880,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $256,693,000 | 68 |
| Other fiduciary accounts, managed assets | $328,000 | 144 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $72,249,000 | 227 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $5,598,325,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $2,630,416,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $330,820,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,428,000 | 66 |
| Other retirement accounts, non-managed assets | $9,248,000 | 246 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $2,528,622,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,791,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $218,000 | 616 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,248,000 | 297 |
| 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 | $6,381,047,000 | 71 |
| Managed Assets ($) | $1,498,024,000 | 133 |
| Personal trust and agency accounts, managed assets | $585,368,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,001,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $70,729,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $66,098,000 | 216 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $526,346,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $207,216,000 | 74 |
| Other fiduciary accounts, managed assets | $266,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $66,098,000 | 210 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,883,023,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $1,995,779,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $290,800,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,362,000 | 64 |
| Other retirement accounts, non-managed assets | $8,718,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $2,496,668,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,696,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $219,000 | 314 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,718,000 | 196 |
| 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 | $5,299,793,000 | 80 |
| Managed Assets ($) | $1,444,888,000 | 133 |
| Personal trust and agency accounts, managed assets | $552,775,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,141,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $69,213,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $61,203,000 | 228 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $518,001,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $202,237,000 | 73 |
| Other fiduciary accounts, managed assets | $318,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $61,203,000 | 221 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,854,905,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $1,732,737,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $279,176,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,177,000 | 69 |
| Other retirement accounts, non-managed assets | $8,345,000 | 191 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $1,747,823,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,647,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $220,000 | 364 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,345,000 | 219 |
| 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 | $5,204,012,000 | 73 |
| Managed Assets ($) | $1,347,701,000 | 130 |
| Personal trust and agency accounts, managed assets | $526,478,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,068,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $65,684,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $52,978,000 | 222 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $481,830,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $182,227,000 | 73 |
| Other fiduciary accounts, managed assets | $436,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $52,978,000 | 214 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,856,311,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $1,778,927,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $236,435,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,372,000 | 67 |
| Other retirement accounts, non-managed assets | $8,113,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $256,000 | 88 |
| Investment management and advisory agency accounts, non-managed assets | $1,754,688,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,520,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,000 | 319 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,113,000 | 199 |
| 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 | $5,241,199,000 | 85 |
| Managed Assets ($) | $1,440,881,000 | 137 |
| Personal trust and agency accounts, managed assets | $561,584,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,589,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $70,326,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $58,054,000 | 243 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $498,878,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | $206,906,000 | 74 |
| Other fiduciary accounts, managed assets | $544,000 | 141 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 569 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $3,800,318,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $1,661,295,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $280,632,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,810,000 | 67 |
| Other retirement accounts, non-managed assets | $9,987,000 | 235 |
| Corporate trust and agency accounts, non-managed assets | $1,622,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $1,759,131,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,841,000 | 97 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,000 | 622 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 659 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,193,879,000 | 83 |
| Managed Assets ($) | $1,431,484,000 | 133 |
| Personal trust and agency accounts, managed assets | $564,023,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,090,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $69,121,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $55,237,000 | 232 |
| Corporate trust and agency accounts, managed assets | $2,751,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $398,436,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | $199,381,000 | 76 |
| Other fiduciary accounts, managed assets | $445,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $55,237,000 | 224 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,762,395,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $1,613,852,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $274,793,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,146,000 | 67 |
| Other retirement accounts, non-managed assets | $9,926,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $78,643,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $1,700,249,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,786,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $218,000 | 322 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,926,000 | 192 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,585,989,000 | 75 |
| Managed Assets ($) | $1,332,768,000 | 141 |
| Personal trust and agency accounts, managed assets | $561,130,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,487,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $68,060,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $53,224,000 | 243 |
| Corporate trust and agency accounts, managed assets | $11,523,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $396,386,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | $198,562,000 | 74 |
| Other fiduciary accounts, managed assets | $396,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $53,224,000 | 236 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,253,221,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $1,513,784,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $279,291,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,005,000 | 68 |
| Other retirement accounts, non-managed assets | $9,921,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $668,419,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $1,697,281,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,520,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $218,000 | 358 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,921,000 | 204 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,570,608,000 | 74 |
| Managed Assets ($) | $1,322,228,000 | 141 |
| Personal trust and agency accounts, managed assets | $578,178,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,388,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $66,081,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $51,238,000 | 244 |
| Corporate trust and agency accounts, managed assets | $11,401,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $378,208,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | $192,296,000 | 73 |
| Other fiduciary accounts, managed assets | $438,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $51,238,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,248,380,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $1,482,819,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $270,074,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,988,000 | 69 |
| Other retirement accounts, non-managed assets | $9,776,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $715,869,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $1,687,267,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,587,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $217,000 | 363 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,776,000 | 211 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,260,695,000 | 74 |
| Managed Assets ($) | $1,252,989,000 | 137 |
| Personal trust and agency accounts, managed assets | $552,539,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,725,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $62,189,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $47,653,000 | 246 |
| Corporate trust and agency accounts, managed assets | $11,259,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $359,172,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | $179,935,000 | 72 |
| Other fiduciary accounts, managed assets | $517,000 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $47,652,000 | 238 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $4,007,706,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $1,394,887,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $243,287,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,655,000 | 69 |
| Other retirement accounts, non-managed assets | $9,178,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $744,784,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $1,539,370,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,545,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $216,000 | 645 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,178,000 | 288 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,276,980,000 | 74 |
| Managed Assets ($) | $1,301,793,000 | 140 |
| Personal trust and agency accounts, managed assets | $619,522,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,958,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $31,976,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $45,087,000 | 251 |
| Corporate trust and agency accounts, managed assets | $11,185,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $351,776,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | $198,874,000 | 71 |
| Other fiduciary accounts, managed assets | $415,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $45,087,000 | 243 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,975,187,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $1,367,379,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $270,509,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $110,565,000 | 67 |
| Other retirement accounts, non-managed assets | $9,435,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $714,262,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $1,498,410,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,627,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $214,000 | 367 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,434,000 | 211 |
| 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 | $5,256,038,000 | 75 |
| Managed Assets ($) | $1,228,716,000 | 141 |
| Personal trust and agency accounts, managed assets | $561,643,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,623,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $32,213,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $42,813,000 | 254 |
| Corporate trust and agency accounts, managed assets | $11,150,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $341,983,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | $195,843,000 | 73 |
| Other fiduciary accounts, managed assets | $448,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,813,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,027,322,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $1,282,401,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $261,502,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,158,000 | 70 |
| Other retirement accounts, non-managed assets | $9,241,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $858,357,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $1,504,866,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,797,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $214,000 | 369 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,241,000 | 216 |
| 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 | $5,330,771,000 | 75 |
| Managed Assets ($) | $1,220,805,000 | 140 |
| Personal trust and agency accounts, managed assets | $573,959,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,912,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $32,146,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $39,319,000 | 259 |
| Corporate trust and agency accounts, managed assets | $12,137,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $324,021,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $195,931,000 | 72 |
| Other fiduciary accounts, managed assets | $380,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,319,000 | 248 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,109,966,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $1,277,767,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $254,186,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $105,173,000 | 68 |
| Other retirement accounts, non-managed assets | $8,939,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $931,280,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $1,527,616,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,005,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $725,000 | 366 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,938,000 | 209 |
| 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 | $4,641,777,000 | 84 |
| Managed Assets ($) | $1,227,467,000 | 140 |
| Personal trust and agency accounts, managed assets | $593,196,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,311,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $32,387,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $39,498,000 | 276 |
| Corporate trust and agency accounts, managed assets | $12,166,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $308,194,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | $198,239,000 | 73 |
| Other fiduciary accounts, managed assets | $476,000 | 155 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $39,498,000 | 264 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $3,414,310,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $1,257,835,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $278,076,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,053,000 | 69 |
| Other retirement accounts, non-managed assets | $9,118,000 | 255 |
| Corporate trust and agency accounts, non-managed assets | $955,197,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $802,763,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,268,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,737,000 | 567 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,118,000 | 303 |
| 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 | $4,373,519,000 | 88 |
| Managed Assets ($) | $1,204,657,000 | 140 |
| Personal trust and agency accounts, managed assets | $594,740,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,823,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $32,355,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $38,419,000 | 261 |
| Corporate trust and agency accounts, managed assets | $11,199,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $293,856,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $191,954,000 | 71 |
| Other fiduciary accounts, managed assets | $311,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $38,419,000 | 250 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,168,862,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $1,380,857,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $268,623,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,534,000 | 67 |
| Other retirement accounts, non-managed assets | $9,933,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $618,199,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $783,549,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,167,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,930,000 | 343 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,933,000 | 201 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,957,202,000 | 91 |
| Managed Assets ($) | $1,159,181,000 | 136 |
| Personal trust and agency accounts, managed assets | $564,914,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,562,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $32,057,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $35,370,000 | 267 |
| Corporate trust and agency accounts, managed assets | $11,189,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $281,739,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | $191,217,000 | 70 |
| Other fiduciary accounts, managed assets | $133,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,370,000 | 255 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,798,021,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $1,346,464,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $256,708,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $98,576,000 | 67 |
| Other retirement accounts, non-managed assets | $10,113,000 | 174 |
| Corporate trust and agency accounts, non-managed assets | $403,980,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $676,002,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,178,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,924,000 | 346 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,113,000 | 196 |
| 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 | $4,191,669,000 | 86 |
| Managed Assets ($) | $1,109,689,000 | 138 |
| Personal trust and agency accounts, managed assets | $526,380,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,586,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $31,651,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $33,759,000 | 267 |
| Corporate trust and agency accounts, managed assets | $11,163,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $280,995,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | $183,056,000 | 69 |
| Other fiduciary accounts, managed assets | $99,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,759,000 | 257 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,081,980,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $1,321,142,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $250,015,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,164,000 | 66 |
| Other retirement accounts, non-managed assets | $9,882,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $729,135,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $668,208,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,434,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,917,000 | 350 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,882,000 | 196 |
| 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 | $4,116,604,000 | 86 |
| Managed Assets ($) | $1,126,422,000 | 130 |
| Personal trust and agency accounts, managed assets | $514,372,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,177,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $30,747,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $32,645,000 | 278 |
| Corporate trust and agency accounts, managed assets | $10,274,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $319,950,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | $177,839,000 | 70 |
| Other fiduciary accounts, managed assets | $418,000 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,645,000 | 263 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $2,990,182,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $1,315,774,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $236,501,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,246,000 | 68 |
| Other retirement accounts, non-managed assets | $10,450,000 | 234 |
| Corporate trust and agency accounts, non-managed assets | $709,601,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $618,459,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,151,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,154,000 | 546 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,450,000 | 276 |
| 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 | $3,894,616,000 | 88 |
| Managed Assets ($) | $1,061,276,000 | 136 |
| Personal trust and agency accounts, managed assets | $535,900,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,981,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $31,785,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $31,285,000 | 266 |
| Corporate trust and agency accounts, managed assets | $9,813,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $230,188,000 | 174 |
| Foundation and endowment trust and agency accounts, managed assets | $178,490,000 | 69 |
| Other fiduciary accounts, managed assets | $5,834,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $31,285,000 | 251 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,833,340,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $1,278,584,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $235,385,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,710,000 | 73 |
| Other retirement accounts, non-managed assets | $66,156,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $608,128,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $576,649,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,718,000 | 86 |
| Other fiduciary accounts, non-managed assets | $10,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $94,014,000 | 201 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,302,000 | 198 |
| 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 | $3,885,817,000 | 89 |
| Managed Assets ($) | $1,061,866,000 | 133 |
| Personal trust and agency accounts, managed assets | $549,194,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,839,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $31,685,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $30,709,000 | 267 |
| Corporate trust and agency accounts, managed assets | $10,002,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $224,250,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $177,302,000 | 68 |
| Other fiduciary accounts, managed assets | $1,885,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $30,709,000 | 254 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,823,951,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $1,265,940,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $227,223,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,985,000 | 74 |
| Other retirement accounts, non-managed assets | $64,853,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $622,292,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $576,005,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,640,000 | 89 |
| Other fiduciary accounts, non-managed assets | $13,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,653,000 | 200 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,339,000 | 197 |
| 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 | $3,669,954,000 | 91 |
| Managed Assets ($) | $1,021,633,000 | 137 |
| Personal trust and agency accounts, managed assets | $524,078,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,322,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $31,222,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $29,294,000 | 267 |
| Corporate trust and agency accounts, managed assets | $9,974,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $216,188,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | $173,956,000 | 68 |
| Other fiduciary accounts, managed assets | $599,000 | 98 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,294,000 | 255 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,648,321,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $1,104,963,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $219,161,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,453,000 | 74 |
| Other retirement accounts, non-managed assets | $63,649,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $622,945,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $569,259,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,891,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $94,418,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,273,000 | 195 |
| 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 | $3,694,952,000 | 88 |
| Managed Assets ($) | $1,026,238,000 | 136 |
| Personal trust and agency accounts, managed assets | $536,235,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,919,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $30,588,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $29,397,000 | 286 |
| Corporate trust and agency accounts, managed assets | $9,881,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $217,112,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $166,009,000 | 71 |
| Other fiduciary accounts, managed assets | $1,097,000 | 135 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,397,000 | 267 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $2,668,714,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $1,088,622,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $207,712,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,488,000 | 74 |
| Other retirement accounts, non-managed assets | $71,279,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $670,303,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $567,933,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,377,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $94,579,000 | 223 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,198,000 | 305 |
| 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 | $3,344,782,000 | 91 |
| Managed Assets ($) | $1,005,986,000 | 134 |
| Personal trust and agency accounts, managed assets | $518,761,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,732,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $30,681,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $29,045,000 | 264 |
| Corporate trust and agency accounts, managed assets | $9,923,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $214,553,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $167,602,000 | 69 |
| Other fiduciary accounts, managed assets | $689,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,045,000 | 251 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,338,796,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $844,872,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $200,013,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,423,000 | 71 |
| Other retirement accounts, non-managed assets | $73,812,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $605,073,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $553,220,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,383,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,390,000 | 347 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,021,000 | 203 |
| 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 | $3,502,343,000 | 92 |
| Managed Assets ($) | $1,036,579,000 | 138 |
| Personal trust and agency accounts, managed assets | $534,497,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,701,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $30,336,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $29,200,000 | 270 |
| Corporate trust and agency accounts, managed assets | $9,977,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $218,561,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $175,198,000 | 70 |
| Other fiduciary accounts, managed assets | $2,109,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,200,000 | 253 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,465,764,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $850,075,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $211,411,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,173,000 | 71 |
| Other retirement accounts, non-managed assets | $78,549,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $714,546,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $547,627,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,383,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,388,000 | 356 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,138,000 | 205 |
| 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 | $3,419,464,000 | 92 |
| Managed Assets ($) | $1,051,406,000 | 139 |
| Personal trust and agency accounts, managed assets | $561,803,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,657,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $45,296,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $31,450,000 | 268 |
| Corporate trust and agency accounts, managed assets | $10,412,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $363,658,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 292 |
| Other fiduciary accounts, managed assets | $2,130,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,024,000 | 252 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,368,058,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $786,321,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $151,281,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,306,000 | 79 |
| Other retirement accounts, non-managed assets | $75,820,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $757,144,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $552,186,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,464,000 | 354 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,762,000 | 215 |
| 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 | $3,170,961,000 | 94 |
| Managed Assets ($) | $1,034,599,000 | 138 |
| Personal trust and agency accounts, managed assets | $558,835,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,915,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $44,799,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $31,687,000 | 283 |
| Corporate trust and agency accounts, managed assets | $9,505,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $352,596,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 494 |
| Other fiduciary accounts, managed assets | $1,262,000 | 135 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,292,000 | 272 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $2,136,362,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $781,548,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $166,275,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,422,000 | 80 |
| Other retirement accounts, non-managed assets | $77,220,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $570,465,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $496,432,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $169,565,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,846,000 | 321 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,970,547,000 | 99 |
| Managed Assets ($) | $968,140,000 | 143 |
| Personal trust and agency accounts, managed assets | $546,744,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,463,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $44,248,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $30,260,000 | 269 |
| Corporate trust and agency accounts, managed assets | $9,581,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $300,418,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 293 |
| Other fiduciary accounts, managed assets | $1,426,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,886,000 | 254 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,002,407,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $768,813,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $157,689,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,879,000 | 82 |
| Other retirement accounts, non-managed assets | $77,305,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $460,706,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $495,015,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $118,831,000 | 190 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,214,000 | 201 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,776,486,000 | 99 |
| Managed Assets ($) | $984,005,000 | 138 |
| Personal trust and agency accounts, managed assets | $559,982,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,201,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $44,249,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $30,224,000 | 268 |
| Corporate trust and agency accounts, managed assets | $10,220,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $300,583,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 291 |
| Other fiduciary accounts, managed assets | $2,546,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,853,000 | 252 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,792,481,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $749,639,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,147,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,858,000 | 79 |
| Other retirement accounts, non-managed assets | $83,555,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $458,643,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $297,639,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $120,152,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,286,000 | 202 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,716,167,000 | 101 |
| Managed Assets ($) | $971,176,000 | 135 |
| Personal trust and agency accounts, managed assets | $540,230,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,649,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $43,831,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $28,576,000 | 269 |
| Corporate trust and agency accounts, managed assets | $10,188,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $306,263,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 290 |
| Other fiduciary accounts, managed assets | $1,439,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $26,239,000 | 258 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,744,991,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $731,775,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,145,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,325,000 | 81 |
| Other retirement accounts, non-managed assets | $83,151,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $450,491,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $285,104,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,625,000 | 207 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,900,000 | 194 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,819,446,000 | 98 |
| Managed Assets ($) | $962,009,000 | 135 |
| Personal trust and agency accounts, managed assets | $539,559,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,808,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $43,346,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $28,546,000 | 290 |
| Corporate trust and agency accounts, managed assets | $10,469,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $299,850,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 488 |
| Other fiduciary accounts, managed assets | $1,431,000 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $26,232,000 | 274 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,857,437,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $835,389,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $148,694,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,070,000 | 83 |
| Other retirement accounts, non-managed assets | $74,049,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $474,283,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $284,952,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,947,000 | 225 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,477,000 | 299 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,768,961,000 | 98 |
| Managed Assets ($) | $925,829,000 | 131 |
| Personal trust and agency accounts, managed assets | $515,078,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,843,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $43,430,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $26,691,000 | 261 |
| Corporate trust and agency accounts, managed assets | $10,491,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $292,554,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $742,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $24,407,000 | 246 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,843,132,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $792,178,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,432,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,313,000 | 85 |
| Other retirement accounts, non-managed assets | $68,824,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $526,512,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $275,873,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $108,651,000 | 186 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,825,000 | 198 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,801,038,000 | 98 |
| Managed Assets ($) | $907,314,000 | 131 |
| Personal trust and agency accounts, managed assets | $516,300,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,295,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $43,158,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $25,687,000 | 263 |
| Corporate trust and agency accounts, managed assets | $10,425,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $274,349,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 274 |
| Other fiduciary accounts, managed assets | $2,100,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $23,444,000 | 245 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,893,724,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $740,637,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $136,597,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,210,000 | 83 |
| Other retirement accounts, non-managed assets | $67,113,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $625,996,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $286,171,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,368,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,423,000 | 191 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,893,630,000 | 90 |
| Managed Assets ($) | $915,708,000 | 130 |
| Personal trust and agency accounts, managed assets | $509,482,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,043,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $43,921,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $24,090,000 | 264 |
| Corporate trust and agency accounts, managed assets | $10,726,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $290,078,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 276 |
| Other fiduciary accounts, managed assets | $2,368,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $21,827,000 | 247 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,977,922,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $732,509,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,008,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,834,000 | 82 |
| Other retirement accounts, non-managed assets | $67,975,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $693,028,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $312,568,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $147,873,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,429,000 | 190 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,798,470,000 | 90 |
| Managed Assets ($) | $863,169,000 | 135 |
| Personal trust and agency accounts, managed assets | $480,712,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,601,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $43,957,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $22,165,000 | 300 |
| Corporate trust and agency accounts, managed assets | $11,066,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $271,464,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 479 |
| Other fiduciary accounts, managed assets | $204,000 | 169 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $20,023,000 | 284 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $1,935,301,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $713,939,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $125,129,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,902,000 | 87 |
| Other retirement accounts, non-managed assets | $62,970,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $693,985,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $305,376,000 | 14 |
| 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 | $126,792,000 | 197 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,600,000 | 299 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,699,403,000 | 91 |
| Managed Assets ($) | $864,232,000 | 133 |
| Personal trust and agency accounts, managed assets | $490,892,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,660,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $43,763,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $17,901,000 | 276 |
| Corporate trust and agency accounts, managed assets | $11,093,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $263,738,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $185,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,991,000 | 262 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,835,171,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $685,665,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,709,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,278,000 | 84 |
| Other retirement accounts, non-managed assets | $62,534,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $623,345,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $305,640,000 | 13 |
| 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 | $144,608,000 | 173 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,568,000 | 194 |
| 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 | $2,755,766,000 | 89 |
| Managed Assets ($) | $837,873,000 | 131 |
| Personal trust and agency accounts, managed assets | $475,960,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,860,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $42,734,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $15,152,000 | 289 |
| Corporate trust and agency accounts, managed assets | $12,421,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $255,613,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $133,000 | 96 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $14,058,000 | 269 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,917,893,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $676,861,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $119,384,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,968,000 | 86 |
| Other retirement accounts, non-managed assets | $59,601,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $726,379,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $303,700,000 | 9 |
| 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 | $146,755,000 | 170 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,227,000 | 177 |
| 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 | $2,454,279,000 | 98 |
| Managed Assets ($) | $809,989,000 | 137 |
| Personal trust and agency accounts, managed assets | $455,117,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,660,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $41,798,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $17,240,000 | 278 |
| Corporate trust and agency accounts, managed assets | $12,550,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $251,396,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $228,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $16,161,000 | 257 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,644,290,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $626,093,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,969,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,928,000 | 86 |
| Other retirement accounts, non-managed assets | $60,077,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $482,742,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $310,481,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,806,000 | 185 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,941,000 | 200 |
| 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 | $2,479,762,000 | 91 |
| Managed Assets ($) | $789,001,000 | 135 |
| Personal trust and agency accounts, managed assets | $456,305,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,979,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $38,646,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $15,894,000 | 326 |
| Corporate trust and agency accounts, managed assets | $11,092,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $239,063,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 471 |
| Other fiduciary accounts, managed assets | $22,000 | 201 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $14,829,000 | 311 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,690,761,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $608,953,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $233,590,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,225,000 | 91 |
| Other retirement accounts, non-managed assets | $43,995,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $464,717,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $310,281,000 | 9 |
| 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 | $85,108,000 | 236 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,352,000 | 309 |
| 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 | $2,178,090,000 | 100 |
| Managed Assets ($) | $784,605,000 | 137 |
| Personal trust and agency accounts, managed assets | $464,475,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,370,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $38,051,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $15,558,000 | 272 |
| Corporate trust and agency accounts, managed assets | $11,829,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $228,273,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
| Other fiduciary accounts, managed assets | $49,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $14,730,000 | 252 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,393,485,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $312,832,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $224,130,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,122,000 | 88 |
| Other retirement accounts, non-managed assets | $40,150,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $479,731,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $310,520,000 | 9 |
| 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 | $84,139,000 | 204 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,846,000 | 190 |
| 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 | $2,341,439,000 | 98 |
| Managed Assets ($) | $798,045,000 | 139 |
| Personal trust and agency accounts, managed assets | $462,319,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,003,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $36,753,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $16,336,000 | 275 |
| Corporate trust and agency accounts, managed assets | $11,398,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $240,186,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
| Other fiduciary accounts, managed assets | $50,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $15,528,000 | 254 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,543,394,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $334,509,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $249,282,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,746,000 | 87 |
| Other retirement accounts, non-managed assets | $49,588,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $571,089,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $308,180,000 | 7 |
| 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 | $85,521,000 | 208 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,670,000 | 179 |
| 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 | $2,240,681,000 | 98 |
| Managed Assets ($) | $786,564,000 | 140 |
| Personal trust and agency accounts, managed assets | $455,097,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,271,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $34,988,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $15,728,000 | 280 |
| Corporate trust and agency accounts, managed assets | $11,328,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $238,026,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
| Other fiduciary accounts, managed assets | $126,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $14,942,000 | 253 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,454,117,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $263,456,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $245,104,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,632,000 | 87 |
| Other retirement accounts, non-managed assets | $51,082,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $566,813,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $297,030,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,965,000 | 209 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,775,000 | 174 |
| 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 | $2,219,949,000 | 98 |
| Managed Assets ($) | $775,874,000 | 141 |
| Personal trust and agency accounts, managed assets | $434,106,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $28,876,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $32,777,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $15,304,000 | 346 |
| Corporate trust and agency accounts, managed assets | $11,313,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $253,339,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
| Other fiduciary accounts, managed assets | $159,000 | 182 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $14,523,000 | 308 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,444,075,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $235,684,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $229,197,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,219,000 | 95 |
| Other retirement accounts, non-managed assets | $38,012,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $647,161,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $264,802,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,054,000 | 247 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,173,000 | 265 |
| 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 | $2,079,050,000 | 104 |
| Managed Assets ($) | $765,198,000 | 140 |
| Personal trust and agency accounts, managed assets | $427,393,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,952,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $32,357,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $14,388,000 | 273 |
| Corporate trust and agency accounts, managed assets | $11,359,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $252,564,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $185,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $14,388,000 | 242 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,313,852,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $235,169,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $214,929,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,990,000 | 89 |
| Other retirement accounts, non-managed assets | $37,502,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $527,349,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $271,913,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,190,000 | 200 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,611,000 | 159 |
| 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 | $2,001,117,000 | 101 |
| Managed Assets ($) | $749,186,000 | 135 |
| Personal trust and agency accounts, managed assets | $432,299,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,084,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $31,203,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $13,633,000 | 272 |
| Corporate trust and agency accounts, managed assets | $11,429,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $235,363,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
| Other fiduciary accounts, managed assets | $175,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $13,633,000 | 235 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,251,931,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $225,883,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $198,679,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,523,000 | 89 |
| Other retirement accounts, non-managed assets | $34,643,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $509,880,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $258,323,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,796,000 | 210 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,633,000 | 168 |
| 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 | $2,091,259,000 | 104 |
| Managed Assets ($) | $729,980,000 | 139 |
| Personal trust and agency accounts, managed assets | $436,961,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,656,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $13,880,000 | 276 |
| Corporate trust and agency accounts, managed assets | $12,851,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $238,469,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $163,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $13,880,000 | 241 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,361,279,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $252,818,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,867,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,612,000 | 72 |
| Other retirement accounts, non-managed assets | $35,881,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $519,156,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $285,945,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,790,000 | 231 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,594,000 | 175 |
| 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 | $2,079,183,000 | 104 |
| Managed Assets ($) | $730,722,000 | 141 |
| Personal trust and agency accounts, managed assets | $420,369,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,224,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $28,541,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $13,953,000 | 341 |
| Corporate trust and agency accounts, managed assets | $12,907,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $228,574,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $154,000 | 194 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $13,953,000 | 286 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $1,348,461,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $254,402,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,021,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,646,000 | 94 |
| Other retirement accounts, non-managed assets | $37,312,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $541,816,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $292,264,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,180,000 | 254 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $111,492,000 | 45 |
| 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 | $1,988,612,000 | 106 |
| Managed Assets ($) | $714,448,000 | 142 |
| Personal trust and agency accounts, managed assets | $448,015,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,444,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $27,807,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $12,463,000 | 259 |
| Corporate trust and agency accounts, managed assets | $12,802,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $186,755,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $162,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,274,164,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $538,705,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $189,876,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,771,000 | 95 |
| Other retirement accounts, non-managed assets | $37,970,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $481,842,000 | 41 |
| 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 | $97,767,000 | 198 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,832,093,000 | 107 |
| Managed Assets ($) | $686,400,000 | 143 |
| Personal trust and agency accounts, managed assets | $440,068,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,496,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $26,618,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $12,238,000 | 264 |
| Corporate trust and agency accounts, managed assets | $11,624,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $172,340,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,145,693,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $554,562,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,264,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,459,000 | 97 |
| Other retirement accounts, non-managed assets | $32,615,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $363,793,000 | 43 |
| 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 | $118,082,000 | 196 |
| 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 | $1,524,550,000 | 116 |
| Managed Assets ($) | $677,245,000 | 142 |
| Personal trust and agency accounts, managed assets | $445,087,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,897,000 | 165 |
| Employee benefit-defined benefit accounts, managed assets | $26,728,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $11,793,000 | 262 |
| Corporate trust and agency accounts, managed assets | $11,777,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $159,669,000 | 184 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,294,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $847,305,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $232,732,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,916,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,708,000 | 96 |
| Other retirement accounts, non-managed assets | $29,603,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $411,346,000 | 44 |
| 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 | $107,422,000 | 206 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,648,889,000 | 114 |
| Managed Assets ($) | $724,945,000 | 143 |
| Personal trust and agency accounts, managed assets | $496,605,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,997,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $25,916,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $12,348,000 | 332 |
| Corporate trust and agency accounts, managed assets | $11,788,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $155,866,000 | 190 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,425,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $923,944,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $274,822,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,556,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,134,000 | 105 |
| Other retirement accounts, non-managed assets | $30,495,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $435,937,000 | 46 |
| 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 | $117,544,000 | 223 |
| 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 | $1,834,373,000 | 113 |
| Managed Assets ($) | $780,551,000 | 142 |
| Personal trust and agency accounts, managed assets | $525,445,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,110,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $24,697,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $13,157,000 | 280 |
| Corporate trust and agency accounts, managed assets | $12,077,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $177,538,000 | 189 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,527,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,053,822,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $332,659,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,617,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,192,000 | 95 |
| Other retirement accounts, non-managed assets | $36,280,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $474,074,000 | 43 |
| 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 | $126,960,000 | 207 |
| 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 | $1,901,042,000 | 117 |
| Managed Assets ($) | $816,814,000 | 146 |
| Personal trust and agency accounts, managed assets | $550,016,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,582,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $24,909,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $12,451,000 | 289 |
| Corporate trust and agency accounts, managed assets | $12,084,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $184,176,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,596,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,084,228,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $334,086,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,226,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,050,000 | 97 |
| Other retirement accounts, non-managed assets | $40,300,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $481,566,000 | 43 |
| 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 | $138,863,000 | 199 |
| 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 | $1,893,720,000 | 121 |
| Managed Assets ($) | $846,673,000 | 146 |
| Personal trust and agency accounts, managed assets | $570,925,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,411,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $25,391,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $12,436,000 | 293 |
| Corporate trust and agency accounts, managed assets | $11,658,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $192,088,000 | 191 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,764,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,047,047,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $353,233,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $199,807,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,205,000 | 101 |
| Other retirement accounts, non-managed assets | $41,120,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $419,682,000 | 44 |
| 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 | $138,529,000 | 206 |
| 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 | $1,903,444,000 | 122 |
| Managed Assets ($) | $829,117,000 | 149 |
| Personal trust and agency accounts, managed assets | $521,149,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,869,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $24,976,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $12,698,000 | 362 |
| Corporate trust and agency accounts, managed assets | $8,660,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $228,094,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $671,000 | 175 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,074,327,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $361,504,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,700,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,657,000 | 104 |
| Other retirement accounts, non-managed assets | $45,185,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $421,281,000 | 46 |
| 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 | $166,723,000 | 201 |
| 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 | $1,912,435,000 | 123 |
| Managed Assets ($) | $822,388,000 | 150 |
| Personal trust and agency accounts, managed assets | $499,258,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,246,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $24,415,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $12,243,000 | 279 |
| Corporate trust and agency accounts, managed assets | $8,497,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $237,652,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $77,000 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,090,047,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $382,876,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $206,642,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,485,000 | 104 |
| Other retirement accounts, non-managed assets | $46,131,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $415,913,000 | 44 |
| 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 | $163,535,000 | 189 |
| 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 | $1,923,749,000 | 128 |
| Managed Assets ($) | $835,789,000 | 153 |
| Personal trust and agency accounts, managed assets | $499,353,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,100,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $23,531,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $11,558,000 | 289 |
| Corporate trust and agency accounts, managed assets | $8,358,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $251,804,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $85,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,087,960,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $354,569,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $206,567,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,776,000 | 106 |
| Other retirement accounts, non-managed assets | $43,766,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $445,282,000 | 47 |
| 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 | $190,975,000 | 188 |
| 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 | $1,768,084,000 | 132 |
| Managed Assets ($) | $846,155,000 | 147 |
| Personal trust and agency accounts, managed assets | $524,493,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,897,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $23,830,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $11,068,000 | 289 |
| Corporate trust and agency accounts, managed assets | $8,479,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $237,290,000 | 164 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $98,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $921,929,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $333,697,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $191,754,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,916,000 | 105 |
| Other retirement accounts, non-managed assets | $42,823,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $317,739,000 | 51 |
| 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 | $172,464,000 | 196 |
| 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 | $1,770,875,000 | 128 |
| Managed Assets ($) | $820,830,000 | 149 |
| Personal trust and agency accounts, managed assets | $499,800,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,051,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $23,810,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $11,544,000 | 368 |
| Corporate trust and agency accounts, managed assets | $8,381,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $237,892,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $352,000 | 186 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $950,045,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $358,967,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,789,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,810,000 | 108 |
| Other retirement accounts, non-managed assets | $44,553,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $337,926,000 | 50 |
| 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 | $165,098,000 | 210 |
| 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 | $1,748,487,000 | 133 |
| Managed Assets ($) | $837,023,000 | 150 |
| Personal trust and agency accounts, managed assets | $505,964,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,817,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $23,538,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $10,772,000 | 279 |
| Corporate trust and agency accounts, managed assets | $8,306,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $251,365,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $261,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $911,464,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $309,729,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $162,924,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,844,000 | 110 |
| Other retirement accounts, non-managed assets | $45,073,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $359,894,000 | 52 |
| 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 | $153,968,000 | 197 |
| 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 | $1,803,748,000 | 133 |
| Managed Assets ($) | $826,062,000 | 154 |
| Personal trust and agency accounts, managed assets | $509,018,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,731,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $23,055,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $10,544,000 | 282 |
| Corporate trust and agency accounts, managed assets | $8,357,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $239,022,000 | 162 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $335,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $977,686,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $355,911,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,680,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,301,000 | 115 |
| Other retirement accounts, non-managed assets | $43,990,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $388,804,000 | 56 |
| 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 | $153,484,000 | 201 |
| 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 | $1,778,011,000 | 134 |
| Managed Assets ($) | $790,539,000 | 159 |
| Personal trust and agency accounts, managed assets | $516,582,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,667,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $23,260,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $9,762,000 | 287 |
| Corporate trust and agency accounts, managed assets | $7,304,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $196,715,000 | 180 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $249,000 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $987,472,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $355,753,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,436,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,195,000 | 113 |
| Other retirement accounts, non-managed assets | $47,186,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $392,902,000 | 54 |
| 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 | $126,285,000 | 224 |
| 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 | $1,764,542,000 | 133 |
| Managed Assets ($) | $710,939,000 | 167 |
| Personal trust and agency accounts, managed assets | $444,841,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,430,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $23,653,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $9,867,000 | 380 |
| Corporate trust and agency accounts, managed assets | $7,261,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $190,920,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $967,000 | 171 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,053,603,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $410,953,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $151,768,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,886,000 | 117 |
| Other retirement accounts, non-managed assets | $47,058,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $411,938,000 | 52 |
| 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 | $122,483,000 | 245 |
| 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 | $1,652,212,000 | 136 |
| Managed Assets ($) | $688,223,000 | 168 |
| Personal trust and agency accounts, managed assets | $436,385,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,371,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $23,748,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $10,081,000 | 281 |
| Corporate trust and agency accounts, managed assets | $7,212,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $173,567,000 | 185 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,859,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $963,989,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $393,546,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $150,149,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,314,000 | 103 |
| Other retirement accounts, non-managed assets | $35,143,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $337,837,000 | 56 |
| 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 | $128,517,000 | 216 |
| 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 | $1,662,823,000 | 132 |
| Managed Assets ($) | $668,615,000 | 170 |
| Personal trust and agency accounts, managed assets | $416,115,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,086,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $24,087,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $10,494,000 | 277 |
| Corporate trust and agency accounts, managed assets | $7,968,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $172,784,000 | 185 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,081,000 | 83 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $994,208,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $390,617,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,262,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,545,000 | 101 |
| Other retirement accounts, non-managed assets | $33,666,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $365,118,000 | 57 |
| 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 | $126,537,000 | 217 |
| 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 | $1,636,158,000 | 138 |
| Managed Assets ($) | $627,437,000 | 180 |
| Personal trust and agency accounts, managed assets | $415,569,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,691,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $9,770,000 | 290 |
| Corporate trust and agency accounts, managed assets | $8,925,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $156,439,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,043,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,008,721,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $394,767,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,747,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,095,000 | 101 |
| Other retirement accounts, non-managed assets | $47,745,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $355,367,000 | 57 |
| 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 | $91,440,000 | 245 |
| 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 | $1,720,633,000 | 135 |
| Managed Assets ($) | $598,883,000 | 179 |
| Personal trust and agency accounts, managed assets | $403,460,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,450,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
| Other employee benefit and retirement-related accounts, managed assets | $9,747,000 | 367 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $144,082,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,144,000 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,121,750,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $466,363,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $155,097,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,956,000 | 104 |
| Other retirement accounts, non-managed assets | $49,558,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $395,751,000 | 55 |
| 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 | $25,000 | 236 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,229,000 | 288 |
| 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 | $1,651,203,000 | 137 |
| Managed Assets ($) | $589,124,000 | 176 |
| Personal trust and agency accounts, managed assets | $399,952,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,362,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $9,252,000 | 280 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $141,702,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,856,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,062,079,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $426,103,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,946,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,655,000 | 100 |
| Other retirement accounts, non-managed assets | $46,154,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $407,221,000 | 57 |
| 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 | $76,908,000 | 255 |
| 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 | $1,596,008,000 | 141 |
| Managed Assets ($) | $596,910,000 | 176 |
| Personal trust and agency accounts, managed assets | $400,388,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,644,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $9,892,000 | 277 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $138,686,000 | 195 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,300,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $999,098,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $428,726,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,694,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,831,000 | 98 |
| Other retirement accounts, non-managed assets | $48,781,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $340,066,000 | 65 |
| 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 | $372,395,000 | 155 |
| 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 | $1,985,136,000 | 128 |
| Managed Assets ($) | $601,254,000 | 178 |
| Personal trust and agency accounts, managed assets | $403,685,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,095,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $10,030,000 | 276 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $136,407,000 | 196 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,037,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,383,882,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $372,998,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,401,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,457,000 | 101 |
| Other retirement accounts, non-managed assets | $48,477,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $272,164,000 | 69 |
| 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 | $505,385,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $356,301,000 | 157 |
| 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 | $1,896,423,000 | 135 |
| Managed Assets ($) | $755,746,000 | 151 |
| Personal trust and agency accounts, managed assets | $379,362,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,953,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $1,746,000 | 603 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $310,981,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,704,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,140,677,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $377,209,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $211,322,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,316,000 | 105 |
| Other retirement accounts, non-managed assets | $238,004,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $261,826,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $399,842,000 | 155 |
| 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 | $1,877,882,000 | 139 |
| Managed Assets ($) | $754,755,000 | 153 |
| Personal trust and agency accounts, managed assets | $368,529,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,670,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $1,626,000 | 342 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $334,524,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,406,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,123,127,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $351,871,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $206,169,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,737,000 | 106 |
| Other retirement accounts, non-managed assets | $221,709,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $293,641,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $448,640,000 | 151 |
| 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 | $1,902,703,000 | 138 |
| Managed Assets ($) | $734,192,000 | 155 |
| Personal trust and agency accounts, managed assets | $357,694,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,287,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $1,617,000 | 343 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $326,102,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,492,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,168,511,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $314,767,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,745,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,018,000 | 86 |
| Other retirement accounts, non-managed assets | $214,944,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $319,037,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $463,991,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,788,303,000 | 140 |
| Managed Assets ($) | $710,196,000 | 158 |
| Personal trust and agency accounts, managed assets | $345,999,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,248,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $1,521,000 | 352 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $317,552,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,876,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,078,107,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $298,489,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $199,136,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,248,000 | 89 |
| Other retirement accounts, non-managed assets | $188,618,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $300,616,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $453,986,000 | 150 |
| 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 | $1,827,652,000 | 138 |
| Managed Assets ($) | $548,402,000 | 186 |
| Personal trust and agency accounts, managed assets | $193,364,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,508,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $1,376,000 | 637 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $303,414,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,740,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,279,250,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $493,776,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $218,622,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,598,000 | 89 |
| Other retirement accounts, non-managed assets | $199,316,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $274,938,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $496,675,000 | 146 |
| 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 | $1,798,599,000 | 132 |
| Managed Assets ($) | $738,172,000 | 152 |
| Personal trust and agency accounts, managed assets | $205,565,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,777,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $4,258,000 | 448 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $483,336,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,236,000 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,060,427,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $381,472,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,643,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,361,000 | 102 |
| Other retirement accounts, non-managed assets | $236,629,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $167,111,000 | 93 |
| 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 | $211,000 | 203 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $572,852,000 | 127 |
| 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 |