Home > The Park National Bank > Total Fiduciary and Related Assets
The Park National Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,974,087,000 | 93 |
| Managed Assets ($) | $5,686,304,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,416,542,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,013,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $252,070,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $834,816,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $2,859,304,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $278,559,000 | 79 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $832,267,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $1,287,783,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $390,278,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $688,883,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $608,000 | 125 |
| Other retirement accounts, non-managed assets | $192,453,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $14,695,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $831,000 | 181 |
| Other fiduciary accounts, non-managed assets | $35,000 | 138 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,222,616,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $168,029,000 | 41 |
| 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 | $6,345,323,000 | 100 |
| Managed Assets ($) | $5,192,900,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,311,293,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,613,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $228,724,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $782,736,000 | 43 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,573,883,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $253,651,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $777,129,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,152,423,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $361,557,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $596,770,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $799,000 | 103 |
| Other retirement accounts, non-managed assets | $179,094,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $13,397,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $766,000 | 151 |
| Other fiduciary accounts, non-managed assets | $40,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,180,167,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $160,531,000 | 39 |
| 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 | $6,616,011,000 | 93 |
| Managed Assets ($) | $5,343,525,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,309,834,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,799,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $333,370,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $789,560,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $2,593,972,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $263,990,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $779,873,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,272,486,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $373,040,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $620,606,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,607,000 | 58 |
| Other retirement accounts, non-managed assets | $180,051,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $13,853,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $246,000 | 181 |
| Other fiduciary accounts, non-managed assets | $83,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,200,325,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $159,268,000 | 40 |
| 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 | $6,444,454,000 | 102 |
| Managed Assets ($) | $5,156,743,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,266,496,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,066,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $329,052,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $751,294,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $2,508,838,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $248,997,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $741,620,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,287,711,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $362,811,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $609,334,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,144,000 | 52 |
| Other retirement accounts, non-managed assets | $174,575,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $13,542,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $282,000 | 128 |
| Other fiduciary accounts, non-managed assets | $23,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,078,288,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $155,834,000 | 39 |
| 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 | $6,170,439,000 | 101 |
| Managed Assets ($) | $4,890,533,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,216,967,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,305,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $324,931,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $721,406,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $2,338,680,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $238,244,000 | 87 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $712,029,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $1,279,906,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $373,784,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $603,612,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,151,000 | 54 |
| Other retirement accounts, non-managed assets | $171,119,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $6,227,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000 | 200 |
| Other fiduciary accounts, non-managed assets | $9,000 | 136 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $999,578,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $124,824,000 | 50 |
| 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 | $5,780,273,000 | 103 |
| Managed Assets ($) | $4,563,629,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,161,970,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,560,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $301,802,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $681,184,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,149,474,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $221,639,000 | 88 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $671,855,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,216,644,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $354,258,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $564,957,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,449,000 | 54 |
| Other retirement accounts, non-managed assets | $169,086,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $4,423,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $4,459,000 | 133 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,000 | 148 |
| Other fiduciary accounts, non-managed assets | $7,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,024,840,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $149,900,000 | 42 |
| 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 | $5,878,020,000 | 81 |
| Managed Assets ($) | $4,643,324,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,172,757,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,197,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $324,179,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $693,664,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,169,922,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $233,605,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $689,043,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,234,696,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $362,147,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $584,746,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,209,000 | 52 |
| Other retirement accounts, non-managed assets | $170,738,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $4,841,000 | 141 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000 | 151 |
| Other fiduciary accounts, non-managed assets | $11,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,009,212,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $152,194,000 | 40 |
| 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 | $6,525,822,000 | 81 |
| Managed Assets ($) | $5,171,419,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,309,884,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,915,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $380,985,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $757,863,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $2,424,237,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $243,535,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $752,780,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,354,403,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $388,688,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $660,548,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $126,374,000 | 51 |
| Other retirement accounts, non-managed assets | $172,969,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $5,800,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,000 | 131 |
| Other fiduciary accounts, non-managed assets | $19,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,002,435,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $156,640,000 | 43 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,833,652,000 | 77 |
| Managed Assets ($) | $5,431,826,000 | 63 |
| Personal trust and agency accounts, managed assets | $1,360,429,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,527,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $413,545,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $783,708,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $2,558,744,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $256,873,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $778,578,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $1,401,826,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $393,040,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $689,574,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $134,568,000 | 53 |
| Other retirement accounts, non-managed assets | $177,680,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $298,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $6,656,000 | 170 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000 | 179 |
| Other fiduciary accounts, non-managed assets | $6,000 | 138 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,014,086,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $160,854,000 | 46 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,358,329,000 | 81 |
| Managed Assets ($) | $5,174,221,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,293,409,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,416,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $398,917,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $752,264,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $2,436,680,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $232,535,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $747,412,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,184,108,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $229,260,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $649,870,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,430,000 | 57 |
| Other retirement accounts, non-managed assets | $168,823,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $4,402,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $6,308,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000 | 127 |
| Other fiduciary accounts, non-managed assets | $11,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $943,370,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $153,609,000 | 39 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,403,762,000 | 78 |
| Managed Assets ($) | $5,200,841,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,307,767,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,427,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $404,405,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $739,244,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,454,605,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $234,393,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $734,277,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,202,921,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $235,025,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $657,425,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $135,815,000 | 55 |
| Other retirement accounts, non-managed assets | $167,815,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $6,812,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000 | 141 |
| Other fiduciary accounts, non-managed assets | $25,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $925,536,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $153,360,000 | 43 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,304,736,000 | 78 |
| Managed Assets ($) | $5,037,413,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,259,104,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,692,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $389,810,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $708,464,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $2,398,424,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $222,919,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $703,568,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,267,323,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $371,352,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $638,053,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,614,000 | 63 |
| Other retirement accounts, non-managed assets | $164,428,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $2,412,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | $6,435,000 | 117 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000 | 123 |
| Other fiduciary accounts, non-managed assets | $25,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $914,394,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $152,199,000 | 42 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,051,980,000 | 81 |
| Managed Assets ($) | $4,834,592,000 | 64 |
| Personal trust and agency accounts, managed assets | $1,199,973,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,386,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $373,664,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $684,879,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $2,304,274,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $213,416,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $680,195,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $1,217,388,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $371,245,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $596,586,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,855,000 | 69 |
| Other retirement accounts, non-managed assets | $159,346,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $294,000 | 150 |
| Investment management and advisory agency accounts, non-managed assets | $8,037,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000 | 190 |
| Other fiduciary accounts, non-managed assets | $22,000 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $824,045,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $148,667,000 | 45 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,533,313,000 | 81 |
| Managed Assets ($) | $4,438,294,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,127,235,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,102,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $341,904,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $619,802,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,098,838,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $195,413,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $615,500,000 | 39 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,095,019,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $339,345,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $523,786,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,137,000 | 67 |
| Other retirement accounts, non-managed assets | $149,678,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $1,495,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | $6,548,000 | 112 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $30,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $789,031,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $140,776,000 | 39 |
| 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 | $5,248,109,000 | 82 |
| Managed Assets ($) | $4,224,650,000 | 63 |
| Personal trust and agency accounts, managed assets | $1,083,020,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,103,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $321,877,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $575,387,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $2,004,395,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $184,868,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $571,279,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,023,459,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $319,749,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $488,036,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,325,000 | 70 |
| Other retirement accounts, non-managed assets | $145,183,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $556,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $1,605,000 | 173 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $5,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $729,860,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $137,414,000 | 41 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,777,053,000 | 83 |
| Managed Assets ($) | $3,823,767,000 | 63 |
| Personal trust and agency accounts, managed assets | $997,810,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,858,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $285,239,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $506,295,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,820,947,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $163,618,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $502,669,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $953,286,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $314,001,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $437,286,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,363,000 | 69 |
| Other retirement accounts, non-managed assets | $141,578,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $977,000 | 153 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $81,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $678,949,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $135,484,000 | 43 |
| 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 | $5,516,130,000 | 76 |
| Managed Assets ($) | $4,401,619,000 | 60 |
| Personal trust and agency accounts, managed assets | $1,157,580,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,668,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $345,702,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $576,367,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $2,076,620,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $189,682,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $572,163,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,114,511,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $365,588,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $520,078,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,144,000 | 68 |
| Other retirement accounts, non-managed assets | $157,692,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $296,000 | 150 |
| Investment management and advisory agency accounts, non-managed assets | $687,000 | 271 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $26,000 | 126 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $746,956,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $148,661,000 | 45 |
| 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 | $5,287,515,000 | 80 |
| Managed Assets ($) | $4,215,871,000 | 63 |
| Personal trust and agency accounts, managed assets | $1,130,826,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,700,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $327,833,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $541,558,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,982,488,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $179,466,000 | 79 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $537,656,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,071,644,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $362,569,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $477,896,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,861,000 | 68 |
| Other retirement accounts, non-managed assets | $162,654,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $1,385,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $235,000 | 173 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $44,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $637,403,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $155,785,000 | 41 |
| 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 | $5,236,892,000 | 78 |
| Managed Assets ($) | $4,108,949,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,111,638,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,647,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $325,534,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $532,014,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,903,427,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $183,689,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $528,101,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,127,943,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $420,824,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $479,397,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $67,632,000 | 70 |
| Other retirement accounts, non-managed assets | $159,649,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $389,000 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $52,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $624,893,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $152,648,000 | 41 |
| 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 | $5,130,880,000 | 78 |
| Managed Assets ($) | $4,015,375,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,085,625,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,134,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $319,378,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $514,094,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,863,635,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $178,509,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $510,241,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,115,505,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $432,548,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $462,255,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,444,000 | 71 |
| Other retirement accounts, non-managed assets | $154,534,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $105,000 | 200 |
| Foundation and endowment trust and agency accounts, non-managed assets | $577,000 | 119 |
| Other fiduciary accounts, non-managed assets | $42,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $545,926,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $149,661,000 | 39 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,826,540,000 | 79 |
| Managed Assets ($) | $3,797,132,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,042,335,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,074,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $291,649,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $470,760,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,774,514,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $161,800,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $467,163,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,029,408,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $398,983,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $421,140,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,403,000 | 75 |
| Other retirement accounts, non-managed assets | $148,876,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $297,000 | 156 |
| Investment management and advisory agency accounts, non-managed assets | $6,000 | 346 |
| Foundation and endowment trust and agency accounts, non-managed assets | $543,000 | 157 |
| Other fiduciary accounts, non-managed assets | $160,000 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $497,796,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $143,872,000 | 38 |
| 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 | $5,188,635,000 | 77 |
| Managed Assets ($) | $4,086,820,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,132,839,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,140,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $331,162,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $504,652,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,890,271,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $166,756,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $500,884,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,101,815,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $414,303,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $466,803,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,024,000 | 75 |
| Other retirement accounts, non-managed assets | $152,705,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $1,350,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $585,000 | 124 |
| Other fiduciary accounts, non-managed assets | $45,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $476,700,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $147,769,000 | 38 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,994,392,000 | 80 |
| Managed Assets ($) | $3,925,480,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,105,598,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,826,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $319,151,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $481,032,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,798,066,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $161,807,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $477,412,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,068,912,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $395,842,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $458,818,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,338,000 | 77 |
| Other retirement accounts, non-managed assets | $150,314,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $564,000 | 126 |
| Other fiduciary accounts, non-managed assets | $36,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $471,714,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $145,349,000 | 39 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,874,350,000 | 82 |
| Managed Assets ($) | $3,848,357,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,051,776,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,959,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $311,647,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $467,116,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,802,616,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $156,243,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $463,542,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,025,993,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $374,814,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $443,705,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,706,000 | 75 |
| Other retirement accounts, non-managed assets | $144,158,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $557,000 | 124 |
| Other fiduciary accounts, non-managed assets | $53,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $474,798,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $140,712,000 | 42 |
| 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 | $4,895,571,000 | 79 |
| Managed Assets ($) | $3,853,810,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,062,232,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,027,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $320,802,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $462,102,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $1,791,003,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $155,644,000 | 81 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $458,480,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,041,761,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $378,327,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $443,119,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,976,000 | 77 |
| Other retirement accounts, non-managed assets | $151,225,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $5,491,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $590,000 | 159 |
| Other fiduciary accounts, non-managed assets | $33,000 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $491,520,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $147,768,000 | 44 |
| 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 | $4,707,516,000 | 78 |
| Managed Assets ($) | $3,637,461,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,053,624,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,022,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $296,160,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $447,673,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,627,702,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $149,280,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $444,234,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,070,055,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $386,499,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $466,169,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,585,000 | 73 |
| Other retirement accounts, non-managed assets | $154,915,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $1,270,000 | 89 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $572,000 | 127 |
| Other fiduciary accounts, non-managed assets | $45,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $456,838,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $149,752,000 | 41 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,543,201,000 | 78 |
| Managed Assets ($) | $3,511,697,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,042,826,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,779,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $286,270,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $426,852,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,552,662,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $141,308,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $423,571,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,031,504,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $373,337,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $453,957,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,351,000 | 74 |
| Other retirement accounts, non-managed assets | $146,259,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $561,000 | 127 |
| Other fiduciary accounts, non-managed assets | $39,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $453,251,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $141,272,000 | 43 |
| 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 | $4,477,209,000 | 78 |
| Managed Assets ($) | $3,455,500,000 | 60 |
| Personal trust and agency accounts, managed assets | $1,025,053,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,720,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $285,118,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $411,265,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,541,068,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $133,276,000 | 85 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $397,684,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,021,709,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $372,787,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $448,025,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,862,000 | 74 |
| Other retirement accounts, non-managed assets | $144,404,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $551,000 | 127 |
| Other fiduciary accounts, non-managed assets | $80,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $448,100,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $131,680,000 | 42 |
| 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 | $4,337,341,000 | 80 |
| Managed Assets ($) | $3,336,853,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,010,001,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,988,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $278,267,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $388,416,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $1,476,788,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $125,393,000 | 88 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 608 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,000,488,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $356,970,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $449,953,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,347,000 | 79 |
| Other retirement accounts, non-managed assets | $140,363,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $270,000 | 174 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $546,000 | 158 |
| Other fiduciary accounts, non-managed assets | $39,000 | 140 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $464,862,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 706 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,233,476,000 | 79 |
| Managed Assets ($) | $3,261,548,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,013,316,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,119,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $269,829,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $370,438,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,432,125,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $116,721,000 | 90 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 356 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $971,928,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $354,610,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $426,906,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,458,000 | 77 |
| Other retirement accounts, non-managed assets | $137,137,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $215,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $557,000 | 126 |
| Other fiduciary accounts, non-managed assets | $45,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $409,834,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 347 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,151,948,000 | 80 |
| Managed Assets ($) | $3,215,137,000 | 62 |
| Personal trust and agency accounts, managed assets | $981,578,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,677,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $267,900,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $356,566,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,436,129,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $115,287,000 | 86 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 361 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $936,811,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $345,225,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $407,972,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,055,000 | 78 |
| Other retirement accounts, non-managed assets | $131,918,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $40,000 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $557,000 | 129 |
| Other fiduciary accounts, non-managed assets | $44,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $418,684,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 351 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,067,424,000 | 80 |
| Managed Assets ($) | $3,165,689,000 | 62 |
| Personal trust and agency accounts, managed assets | $978,950,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,674,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $265,094,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $342,628,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $1,406,977,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $112,366,000 | 87 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 361 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $901,735,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $326,632,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $396,032,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,969,000 | 79 |
| Other retirement accounts, non-managed assets | $128,534,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $537,000 | 129 |
| Other fiduciary accounts, non-managed assets | $31,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $398,111,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 348 |
| 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 | $3,957,000,000 | 81 |
| Managed Assets ($) | $3,085,805,000 | 61 |
| Personal trust and agency accounts, managed assets | $974,176,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $65,832,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $257,998,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $328,688,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $1,346,524,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $112,587,000 | 86 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 619 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $871,195,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $305,462,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $391,631,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,117,000 | 80 |
| Other retirement accounts, non-managed assets | $125,160,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $265,000 | 176 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $541,000 | 163 |
| Other fiduciary accounts, non-managed assets | $19,000 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $409,877,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 728 |
| 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 | $3,819,955,000 | 81 |
| Managed Assets ($) | $2,965,472,000 | 64 |
| Personal trust and agency accounts, managed assets | $944,272,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,428,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $249,413,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $309,352,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,292,060,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $106,947,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 355 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $854,483,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $292,662,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $386,288,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,440,000 | 79 |
| Other retirement accounts, non-managed assets | $122,697,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $195,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,190,000 | 90 |
| Other fiduciary accounts, non-managed assets | $11,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $404,364,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 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 | $3,963,339,000 | 82 |
| Managed Assets ($) | $3,075,383,000 | 68 |
| Personal trust and agency accounts, managed assets | $996,719,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,757,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $264,147,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $317,621,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $1,296,541,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $130,598,000 | 79 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 351 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $887,956,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $307,151,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $401,223,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,799,000 | 77 |
| Other retirement accounts, non-managed assets | $122,458,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $705,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,602,000 | 88 |
| Other fiduciary accounts, non-managed assets | $18,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $447,145,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 344 |
| 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 | $3,964,234,000 | 82 |
| Managed Assets ($) | $3,099,397,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,010,658,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,685,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $265,360,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $306,472,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,316,348,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $129,874,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 349 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $864,837,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $298,536,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $388,015,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,700,000 | 76 |
| Other retirement accounts, non-managed assets | $121,867,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,712,000 | 88 |
| Other fiduciary accounts, non-managed assets | $7,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $452,664,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 346 |
| 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 | $3,940,065,000 | 81 |
| Managed Assets ($) | $3,079,944,000 | 64 |
| Personal trust and agency accounts, managed assets | $1,025,537,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,122,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $269,840,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $292,628,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,289,976,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $128,841,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 629 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $860,121,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $304,939,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $383,326,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,423,000 | 81 |
| Other retirement accounts, non-managed assets | $121,389,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $269,000 | 176 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,766,000 | 94 |
| Other fiduciary accounts, non-managed assets | $9,000 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $512,562,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 750 |
| 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 | $3,757,981,000 | 83 |
| Managed Assets ($) | $2,882,912,000 | 69 |
| Personal trust and agency accounts, managed assets | $952,146,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,628,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $252,791,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $286,485,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,198,702,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $121,160,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 350 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $875,069,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $329,830,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $366,163,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,031,000 | 77 |
| Other retirement accounts, non-managed assets | $120,966,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $175,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,875,000 | 86 |
| Other fiduciary accounts, non-managed assets | $29,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $513,705,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
| 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 | $3,739,624,000 | 84 |
| Managed Assets ($) | $2,945,847,000 | 67 |
| Personal trust and agency accounts, managed assets | $949,005,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,899,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $262,436,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $278,767,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,190,345,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $122,395,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 350 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $793,777,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $334,194,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $294,393,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,726,000 | 81 |
| Other retirement accounts, non-managed assets | $115,381,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,072,000 | 84 |
| Other fiduciary accounts, non-managed assets | $11,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $528,649,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 343 |
| 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 | $3,661,435,000 | 83 |
| Managed Assets ($) | $2,887,624,000 | 68 |
| Personal trust and agency accounts, managed assets | $942,333,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,229,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $252,005,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $267,301,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,165,697,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $118,059,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 356 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $773,811,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $328,291,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $286,257,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,315,000 | 82 |
| Other retirement accounts, non-managed assets | $110,905,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,032,000 | 82 |
| Other fiduciary accounts, non-managed assets | $11,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $532,126,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 345 |
| 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 | $3,584,843,000 | 84 |
| Managed Assets ($) | $2,826,044,000 | 67 |
| Personal trust and agency accounts, managed assets | $940,595,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $146,989,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $250,275,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $256,915,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $1,113,721,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $117,549,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 634 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $758,799,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $319,252,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $280,448,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,944,000 | 81 |
| Other retirement accounts, non-managed assets | $110,720,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $260,000 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,173,000 | 87 |
| Other fiduciary accounts, non-managed assets | $2,000 | 174 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $539,921,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 768 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,392,721,000 | 83 |
| Managed Assets ($) | $2,694,650,000 | 69 |
| Personal trust and agency accounts, managed assets | $930,330,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,429,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $233,398,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $239,976,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,040,569,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $110,948,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 336 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $698,071,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $277,487,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $271,740,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,465,000 | 83 |
| Other retirement accounts, non-managed assets | $103,592,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,762,000 | 80 |
| Other fiduciary accounts, non-managed assets | $25,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $500,317,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,264,342,000 | 84 |
| Managed Assets ($) | $2,569,611,000 | 71 |
| Personal trust and agency accounts, managed assets | $886,313,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,788,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $225,341,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $227,609,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $994,205,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $107,355,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 334 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $694,731,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $287,790,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $258,830,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,803,000 | 86 |
| Other retirement accounts, non-managed assets | $104,318,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,924,000 | 78 |
| Other fiduciary accounts, non-managed assets | $66,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $498,649,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 331 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,260,103,000 | 83 |
| Managed Assets ($) | $2,580,402,000 | 70 |
| Personal trust and agency accounts, managed assets | $902,504,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,918,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $225,237,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $224,073,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $992,378,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | $107,292,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 334 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $679,701,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $284,260,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $252,474,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,913,000 | 85 |
| Other retirement accounts, non-managed assets | $102,946,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,868,000 | 79 |
| Other fiduciary accounts, non-managed assets | $240,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $525,945,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 334 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,058,934,000 | 85 |
| Managed Assets ($) | $2,409,278,000 | 72 |
| Personal trust and agency accounts, managed assets | $860,608,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,514,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $198,064,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $207,923,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $923,579,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $100,590,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 633 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $649,656,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $275,410,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $239,287,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,186,000 | 90 |
| Other retirement accounts, non-managed assets | $96,698,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,852,000 | 86 |
| Other fiduciary accounts, non-managed assets | $223,000 | 130 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $493,302,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 776 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,128,551,000 | 83 |
| Managed Assets ($) | $2,430,446,000 | 73 |
| Personal trust and agency accounts, managed assets | $877,874,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,594,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $200,758,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $207,342,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $919,719,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $100,159,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 318 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $698,105,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $259,119,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $314,106,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,621,000 | 86 |
| Other retirement accounts, non-managed assets | $93,691,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $526,000 | 128 |
| Other fiduciary accounts, non-managed assets | $42,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $489,665,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,023,386,000 | 84 |
| Managed Assets ($) | $2,392,005,000 | 69 |
| Personal trust and agency accounts, managed assets | $860,685,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $147,658,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $197,050,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $196,223,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $894,125,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $96,264,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 319 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $631,381,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $249,938,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $266,468,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,524,000 | 93 |
| Other retirement accounts, non-managed assets | $90,841,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $512,000 | 125 |
| Other fiduciary accounts, non-managed assets | $98,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $475,736,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 323 |
| 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 | $3,103,856,000 | 83 |
| Managed Assets ($) | $2,415,237,000 | 70 |
| Personal trust and agency accounts, managed assets | $882,231,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,537,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $202,300,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $195,822,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $887,147,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $99,200,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 318 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $688,619,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $252,837,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $278,642,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,534,000 | 92 |
| Other retirement accounts, non-managed assets | $87,069,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $44,959,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $507,000 | 125 |
| Other fiduciary accounts, non-managed assets | $71,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $450,136,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
| 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 | $2,860,736,000 | 84 |
| Managed Assets ($) | $2,255,323,000 | 70 |
| Personal trust and agency accounts, managed assets | $833,312,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,242,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $175,724,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $182,000,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $834,324,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $89,721,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 652 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $605,413,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $244,421,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $255,850,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,955,000 | 96 |
| Other retirement accounts, non-managed assets | $81,623,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $509,000 | 157 |
| Other fiduciary accounts, non-managed assets | $55,000 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $465,236,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 786 |
| 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 | $2,681,230,000 | 87 |
| Managed Assets ($) | $2,110,106,000 | 75 |
| Personal trust and agency accounts, managed assets | $781,957,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,542,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $160,967,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $171,501,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $787,947,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $83,192,000 | 75 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 320 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $571,124,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $232,901,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $239,057,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,796,000 | 94 |
| Other retirement accounts, non-managed assets | $79,812,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $475,000 | 120 |
| Other fiduciary accounts, non-managed assets | $83,000 | 84 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $467,554,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
| 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 | $2,910,645,000 | 86 |
| Managed Assets ($) | $2,295,358,000 | 74 |
| Personal trust and agency accounts, managed assets | $845,294,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,224,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $184,549,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $181,789,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $850,126,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $91,376,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 322 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $615,287,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $253,234,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $261,809,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,606,000 | 94 |
| Other retirement accounts, non-managed assets | $81,031,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $498,000 | 116 |
| Other fiduciary accounts, non-managed assets | $108,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $532,424,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
| 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 | $2,882,276,000 | 85 |
| Managed Assets ($) | $2,286,008,000 | 73 |
| Personal trust and agency accounts, managed assets | $855,362,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,955,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $185,263,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $181,644,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $837,518,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $85,266,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 324 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $596,268,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $240,681,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $261,727,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,215,000 | 97 |
| Other retirement accounts, non-managed assets | $78,082,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $485,000 | 113 |
| Other fiduciary accounts, non-managed assets | $78,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $545,720,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
| 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 | $2,787,682,000 | 87 |
| Managed Assets ($) | $2,212,599,000 | 74 |
| Personal trust and agency accounts, managed assets | $856,306,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,694,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $168,007,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $178,643,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $794,341,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $81,608,000 | 73 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $575,083,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $239,391,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $248,047,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,569,000 | 113 |
| Other retirement accounts, non-managed assets | $74,527,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $491,000 | 148 |
| Other fiduciary accounts, non-managed assets | $58,000 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $540,247,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
| 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 | $2,646,857,000 | 89 |
| Managed Assets ($) | $2,096,167,000 | 75 |
| Personal trust and agency accounts, managed assets | $820,501,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,110,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $156,834,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $167,232,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $751,244,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $74,246,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $550,690,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $232,145,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $239,422,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,482,000 | 109 |
| Other retirement accounts, non-managed assets | $70,068,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 151 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $491,000 | 112 |
| Other fiduciary accounts, non-managed assets | $81,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $493,496,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
| 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 | $2,487,056,000 | 90 |
| Managed Assets ($) | $1,971,098,000 | 76 |
| Personal trust and agency accounts, managed assets | $803,722,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,681,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $137,304,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $155,805,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $681,257,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $70,329,000 | 74 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $515,958,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $225,706,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $218,397,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,982,000 | 97 |
| Other retirement accounts, non-managed assets | $55,301,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $454,000 | 111 |
| Other fiduciary accounts, non-managed assets | $118,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $419,829,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 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 | $2,592,404,000 | 90 |
| Managed Assets ($) | $2,054,281,000 | 75 |
| Personal trust and agency accounts, managed assets | $839,362,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,056,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $150,300,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $157,431,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $705,852,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $77,280,000 | 73 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $538,123,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $238,556,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $230,343,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,681,000 | 94 |
| Other retirement accounts, non-managed assets | $52,947,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 153 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $465,000 | 111 |
| Other fiduciary accounts, non-managed assets | $130,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $508,989,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 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 | $2,601,491,000 | 93 |
| Managed Assets ($) | $2,002,860,000 | 76 |
| Personal trust and agency accounts, managed assets | $827,203,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,269,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $146,201,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $152,293,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $680,851,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $75,043,000 | 72 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $598,631,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $313,449,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,888,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,149,000 | 119 |
| Other retirement accounts, non-managed assets | $52,541,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $482,000 | 142 |
| Other fiduciary accounts, non-managed assets | $122,000 | 148 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $476,125,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
| 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 | $2,518,682,000 | 94 |
| Managed Assets ($) | $1,940,576,000 | 79 |
| Personal trust and agency accounts, managed assets | $885,675,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,075,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $138,943,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $145,918,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $647,965,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $578,106,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $307,134,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $217,089,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,330,000 | 130 |
| Other retirement accounts, non-managed assets | $51,552,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 154 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $130,000 | 356 |
| 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 | $2,319,155,000 | 99 |
| Managed Assets ($) | $1,774,689,000 | 80 |
| Personal trust and agency accounts, managed assets | $798,645,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,740,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $128,326,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $130,287,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $602,691,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $544,466,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $302,910,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $188,502,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,279,000 | 129 |
| Other retirement accounts, non-managed assets | $50,707,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 155 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $67,000 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $434,743,000 | 119 |
| 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 | $2,172,432,000 | 99 |
| Managed Assets ($) | $1,660,594,000 | 81 |
| Personal trust and agency accounts, managed assets | $762,243,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,603,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $117,159,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $121,294,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $553,295,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $511,838,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $290,606,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,914,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,226,000 | 129 |
| Other retirement accounts, non-managed assets | $48,232,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $720,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $140,000 | 104 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $408,302,000 | 123 |
| 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 | $2,322,579,000 | 100 |
| Managed Assets ($) | $1,782,748,000 | 82 |
| Personal trust and agency accounts, managed assets | $824,737,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,711,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $105,293,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $127,952,000 | 64 |
| Corporate trust and agency accounts, managed assets | $25,000 | 234 |
| Investment management and investment advisory agency accounts, managed assets | $608,027,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,000 | 272 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $539,831,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $310,938,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,239,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,238,000 | 170 |
| Other retirement accounts, non-managed assets | $46,565,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 328 |
| 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 | $850,000 | 152 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $325,735,000 | 146 |
| 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 | $2,585,432,000 | 97 |
| Managed Assets ($) | $1,917,779,000 | 83 |
| Personal trust and agency accounts, managed assets | $829,769,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,151,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $125,239,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $141,292,000 | 66 |
| Corporate trust and agency accounts, managed assets | $2,912,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $688,358,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $58,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $667,653,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $403,893,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $213,353,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,295,000 | 137 |
| Other retirement accounts, non-managed assets | $47,329,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $756,000 | 135 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $27,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $329,843,000 | 143 |
| 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 | $1,565,257,000 | 129 |
| Managed Assets ($) | $1,263,766,000 | 107 |
| Personal trust and agency accounts, managed assets | $569,632,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,754,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $126,829,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $93,580,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $373,916,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $55,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $301,491,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $177,518,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $103,925,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,871,000 | 144 |
| Other retirement accounts, non-managed assets | $18,111,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| 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 | $66,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $200,072,000 | 168 |
| 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 | $1,648,373,000 | 132 |
| Managed Assets ($) | $1,331,651,000 | 108 |
| Personal trust and agency accounts, managed assets | $596,956,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,299,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $131,455,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $96,910,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $391,976,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $55,000 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $316,722,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $193,973,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $102,635,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,862,000 | 148 |
| Other retirement accounts, non-managed assets | $18,215,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $37,000 | 121 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $212,297,000 | 170 |
| 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 | $1,703,069,000 | 130 |
| Managed Assets ($) | $1,377,987,000 | 104 |
| Personal trust and agency accounts, managed assets | $616,859,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $110,752,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $141,694,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $101,782,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $406,900,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $325,082,000 | 146 |
| Personal trust and agency accounts, non-managed assets | $196,972,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $107,632,000 | 119 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,846,000 | 191 |
| Other retirement accounts, non-managed assets | $18,623,000 | 175 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| 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 | $9,000 | 238 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $224,110,000 | 173 |
| 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 | $1,808,900,000 | 126 |
| Managed Assets ($) | $1,461,557,000 | 105 |
| Personal trust and agency accounts, managed assets | $657,668,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,402,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $147,547,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $104,903,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $425,037,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $347,343,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $218,303,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,315,000 | 118 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,828,000 | 145 |
| Other retirement accounts, non-managed assets | $18,888,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| 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 | $9,000 | 114 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $230,400,000 | 165 |
| 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 | $1,764,692,000 | 132 |
| Managed Assets ($) | $1,433,175,000 | 108 |
| Personal trust and agency accounts, managed assets | $641,551,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,534,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $146,566,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $103,365,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $419,159,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $331,517,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $211,787,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $100,896,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $18,825,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| 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 | $9,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $238,493,000 | 170 |
| 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 | $1,725,321,000 | 134 |
| Managed Assets ($) | $1,406,615,000 | 108 |
| Personal trust and agency accounts, managed assets | $626,221,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,568,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $140,511,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $97,767,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $410,548,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $318,706,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $209,106,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $91,903,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $17,634,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| 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 | $63,000 | 109 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $234,585,000 | 167 |
| 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 | $1,679,176,000 | 133 |
| Managed Assets ($) | $1,410,838,000 | 106 |
| Personal trust and agency accounts, managed assets | $624,400,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,108,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $141,510,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $97,151,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $415,669,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $268,338,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $162,270,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $88,642,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $17,352,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| 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 | $74,000 | 207 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $233,709,000 | 174 |
| 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 | $1,624,131,000 | 137 |
| Managed Assets ($) | $1,365,306,000 | 106 |
| Personal trust and agency accounts, managed assets | $608,420,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,190,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $134,422,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $94,118,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $396,148,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,008,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $258,825,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $157,277,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,086,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $17,247,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $185,000 | 158 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $30,000 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $225,230,000 | 169 |
| 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 | $1,590,763,000 | 144 |
| Managed Assets ($) | $1,337,381,000 | 110 |
| Personal trust and agency accounts, managed assets | $605,308,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,833,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $128,920,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $92,283,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $387,037,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $253,382,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $154,419,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $81,990,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $16,606,000 | 152 |
| Corporate trust and agency accounts, non-managed assets | $179,000 | 161 |
| 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 | $188,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $202,445,000 | 179 |
| 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 | $1,616,628,000 | 144 |
| Managed Assets ($) | $1,346,570,000 | 110 |
| Personal trust and agency accounts, managed assets | $601,497,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,301,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $129,350,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $93,429,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $388,993,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $270,058,000 | 169 |
| Personal trust and agency accounts, non-managed assets | $171,253,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $81,750,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $16,863,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $188,000 | 164 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $255,011,000 | 165 |
| 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 | $1,564,411,000 | 142 |
| Managed Assets ($) | $1,297,126,000 | 111 |
| Personal trust and agency accounts, managed assets | $583,413,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,752,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $116,546,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $93,906,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $374,509,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $267,285,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $165,633,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,906,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $15,561,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $180,000 | 289 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,000 | 245 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $192,838,000 | 193 |
| 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 | $1,543,887,000 | 142 |
| Managed Assets ($) | $1,242,337,000 | 114 |
| Personal trust and agency accounts, managed assets | $559,109,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,154,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $117,004,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $89,329,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $339,741,000 | 126 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $301,550,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $200,297,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,737,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $213,000 | 176 |
| Other retirement accounts, non-managed assets | $16,093,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $192,000 | 162 |
| 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 | $18,000 | 114 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $224,415,000 | 168 |
| 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 | $1,521,365,000 | 136 |
| Managed Assets ($) | $1,221,031,000 | 110 |
| Personal trust and agency accounts, managed assets | $540,937,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,188,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $116,307,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $87,694,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $337,905,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $300,334,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $207,260,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,136,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $210,000 | 170 |
| Other retirement accounts, non-managed assets | $16,494,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $201,000 | 166 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $33,000 | 119 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $215,408,000 | 171 |
| 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 | $1,489,914,000 | 145 |
| Managed Assets ($) | $1,192,716,000 | 115 |
| Personal trust and agency accounts, managed assets | $516,404,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,868,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $111,138,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $85,266,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $340,040,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $297,198,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $205,949,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,056,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $206,000 | 172 |
| Other retirement accounts, non-managed assets | $15,764,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $197,000 | 161 |
| 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 | $26,000 | 117 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $197,846,000 | 179 |
| 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 | $1,506,535,000 | 145 |
| Managed Assets ($) | $1,213,211,000 | 114 |
| Personal trust and agency accounts, managed assets | $530,249,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,610,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $100,351,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $87,052,000 | 87 |
| Corporate trust and agency accounts, managed assets | $45,000 | 261 |
| Investment management and investment advisory agency accounts, managed assets | $346,904,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $293,324,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $200,521,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,334,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $136,000 | 268 |
| Other retirement accounts, non-managed assets | $16,123,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $205,000 | 280 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,000 | 254 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $203,749,000 | 190 |
| 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 | $1,440,229,000 | 150 |
| Managed Assets ($) | $1,157,174,000 | 114 |
| Personal trust and agency accounts, managed assets | $521,811,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,306,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $92,783,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $83,527,000 | 86 |
| Corporate trust and agency accounts, managed assets | $50,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $318,697,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $283,055,000 | 166 |
| Personal trust and agency accounts, non-managed assets | $188,996,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,808,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $139,000 | 180 |
| Other retirement accounts, non-managed assets | $14,912,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $193,000 | 159 |
| 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 | $7,000 | 117 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $208,855,000 | 178 |
| 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 | $1,460,113,000 | 146 |
| Managed Assets ($) | $1,178,544,000 | 112 |
| Personal trust and agency accounts, managed assets | $544,650,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $143,970,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $95,302,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $80,024,000 | 86 |
| Corporate trust and agency accounts, managed assets | $58,000 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $314,540,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $281,569,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $190,698,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,326,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,000 | 188 |
| Other retirement accounts, non-managed assets | $15,270,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $195,000 | 165 |
| 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 | $7,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $207,076,000 | 185 |
| 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 | $1,431,919,000 | 150 |
| Managed Assets ($) | $1,157,693,000 | 116 |
| Personal trust and agency accounts, managed assets | $548,128,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,049,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $95,788,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $75,431,000 | 90 |
| Corporate trust and agency accounts, managed assets | $60,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $303,237,000 | 122 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $274,226,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $184,304,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $74,253,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,000 | 190 |
| Other retirement accounts, non-managed assets | $15,373,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $209,000 | 168 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $10,000 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $197,473,000 | 192 |
| 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 | $1,426,304,000 | 155 |
| Managed Assets ($) | $1,147,410,000 | 119 |
| Personal trust and agency accounts, managed assets | $543,250,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,676,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $96,044,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $75,173,000 | 89 |
| Corporate trust and agency accounts, managed assets | $60,000 | 283 |
| Investment management and investment advisory agency accounts, managed assets | $301,207,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $278,894,000 | 173 |
| Personal trust and agency accounts, non-managed assets | $185,211,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,667,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,000 | 289 |
| Other retirement accounts, non-managed assets | $16,437,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $498,000 | 294 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,000 | 266 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $190,362,000 | 207 |
| 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 | $1,371,290,000 | 158 |
| Managed Assets ($) | $1,104,766,000 | 121 |
| Personal trust and agency accounts, managed assets | $561,165,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,709,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $88,216,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $71,477,000 | 92 |
| Corporate trust and agency accounts, managed assets | $60,000 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $255,139,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $266,524,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $180,710,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $69,800,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,000 | 205 |
| Other retirement accounts, non-managed assets | $15,457,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $474,000 | 167 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,000 | 145 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $186,592,000 | 202 |
| 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 | $1,904,663,000 | 137 |
| Managed Assets ($) | $1,117,393,000 | 122 |
| Personal trust and agency accounts, managed assets | $581,605,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,542,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $84,371,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $70,314,000 | 96 |
| Corporate trust and agency accounts, managed assets | $60,000 | 120 |
| Investment management and investment advisory agency accounts, managed assets | $248,501,000 | 138 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $787,270,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $184,488,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,907,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $13,914,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $470,939,000 | 72 |
| 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 | $22,000 | 149 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $188,034,000 | 205 |
| 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 | $1,324,072,000 | 161 |
| Managed Assets ($) | $994,872,000 | 126 |
| Personal trust and agency accounts, managed assets | $503,485,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $117,403,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $76,508,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $65,066,000 | 99 |
| Corporate trust and agency accounts, managed assets | $58,000 | 125 |
| Investment management and investment advisory agency accounts, managed assets | $232,352,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $329,200,000 | 172 |
| Personal trust and agency accounts, non-managed assets | $160,369,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,039,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $12,334,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $447,000 | 181 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $11,000 | 145 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $172,074,000 | 211 |
| 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 | $1,330,066,000 | 163 |
| Managed Assets ($) | $996,898,000 | 127 |
| Personal trust and agency accounts, managed assets | $527,401,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,661,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $65,402,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $64,398,000 | 100 |
| Corporate trust and agency accounts, managed assets | $59,000 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $222,977,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $333,168,000 | 175 |
| Personal trust and agency accounts, non-managed assets | $170,841,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $148,432,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000 | 304 |
| Other retirement accounts, non-managed assets | $13,451,000 | 208 |
| Corporate trust and agency accounts, non-managed assets | $440,000 | 305 |
| 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 | $3,000 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $180,954,000 | 216 |
| 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 | $1,317,861,000 | 151 |
| Managed Assets ($) | $867,199,000 | 137 |
| Personal trust and agency accounts, managed assets | $676,682,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,898,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $64,966,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $68,586,000 | 105 |
| Corporate trust and agency accounts, managed assets | $67,000 | 293 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $450,662,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $216,053,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $221,891,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $12,174,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $543,000 | 286 |
| 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 | $1,000 | 282 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $206,027,000 | 193 |
| 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 |