Home > Union Bank and Trust Company > Total Fiduciary and Related Assets
Union Bank and Trust Company, Total Fiduciary and Related Assets
| 2025-03-31 | 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 | $18,785,931,000 | 59 |
| Managed Assets ($) | $11,929,171,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,582,892,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $312,184,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $8,268,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $473,851,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $9,081,698,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $470,278,000 | 69 |
| Other fiduciary accounts, managed assets | $0 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $473,851,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,856,760,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $1,309,891,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,826,875,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $229,634,000 | 39 |
| Other retirement accounts, non-managed assets | $114,704,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $353,409,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $975,191,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $47,056,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,561,327,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $232,386,000 | 35 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,559,117,000 | 58 |
| Managed Assets ($) | $11,747,677,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,547,988,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $318,952,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $7,111,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $466,703,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $8,934,909,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $472,014,000 | 68 |
| Other fiduciary accounts, managed assets | $0 | 237 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $466,703,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 47 |
| Non-managed Assets ($) | $6,811,440,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $1,226,963,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,879,758,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $229,794,000 | 40 |
| Other retirement accounts, non-managed assets | $118,711,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $381,305,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $926,294,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,615,000 | 46 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,516,714,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $231,478,000 | 36 |
| 2024-09-30 | 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 | $18,813,721,000 | 59 |
| Managed Assets ($) | $11,814,647,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,600,653,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $315,795,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $7,099,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $470,405,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $8,939,603,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $481,092,000 | 68 |
| 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 | $470,405,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,999,074,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $1,301,985,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,922,310,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $231,772,000 | 43 |
| Other retirement accounts, non-managed assets | $119,170,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $430,765,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $949,647,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,425,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,693,978,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $229,201,000 | 34 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,082,707,000 | 60 |
| Managed Assets ($) | $11,510,277,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,455,510,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $306,172,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $6,753,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $437,362,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $8,856,779,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $447,701,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 154 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $437,362,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,572,430,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $1,163,027,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,740,690,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $219,813,000 | 42 |
| Other retirement accounts, non-managed assets | $111,594,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $422,589,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $868,695,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,022,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,105,991,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $217,404,000 | 36 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,767,440,000 | 59 |
| Managed Assets ($) | $11,225,082,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,701,981,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $320,879,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $6,494,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $424,314,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $8,324,542,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $446,872,000 | 68 |
| 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 | $424,314,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,542,358,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $1,158,205,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,686,944,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $223,420,000 | 43 |
| Other retirement accounts, non-managed assets | $117,569,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $465,540,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $845,366,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,314,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,411,818,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $222,415,000 | 35 |
| 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 | $17,298,235,000 | 57 |
| Managed Assets ($) | $10,959,543,000 | 47 |
| Personal trust and agency accounts, managed assets | $1,603,552,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $306,698,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $6,349,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $404,272,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $8,218,845,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $419,827,000 | 66 |
| 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 | $404,272,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $6,338,692,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $1,161,785,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,436,015,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $226,263,000 | 40 |
| Other retirement accounts, non-managed assets | $113,707,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $569,291,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $789,345,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,286,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,763,851,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $212,601,000 | 37 |
| 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 | $16,757,853,000 | 57 |
| Managed Assets ($) | $10,753,088,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,507,446,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $276,989,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $5,925,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $375,096,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $8,191,818,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $395,814,000 | 66 |
| 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 | $375,096,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,004,765,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $1,169,244,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,119,486,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $209,765,000 | 41 |
| Other retirement accounts, non-managed assets | $110,169,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $571,037,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $785,285,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,779,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,165,775,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $203,165,000 | 36 |
| 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 | $16,948,648,000 | 55 |
| Managed Assets ($) | $10,687,060,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,506,817,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $293,476,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $5,879,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $382,543,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $8,084,491,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $413,854,000 | 64 |
| 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 | $382,543,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,261,588,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $1,251,845,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,204,607,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $191,900,000 | 41 |
| Other retirement accounts, non-managed assets | $113,991,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $636,782,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $824,561,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,902,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,203,618,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $207,264,000 | 35 |
| 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 | $16,740,772,000 | 62 |
| Managed Assets ($) | $10,702,719,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,387,374,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $288,245,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $5,658,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $356,830,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $8,278,927,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $385,685,000 | 70 |
| 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 | $356,830,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,038,053,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $1,193,018,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,036,561,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $193,550,000 | 42 |
| Other retirement accounts, non-managed assets | $112,817,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $659,171,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $802,879,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,057,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,179,805,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $202,789,000 | 36 |
| 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 | $16,522,792,000 | 59 |
| Managed Assets ($) | $10,743,624,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,340,658,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $280,888,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $5,488,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $334,957,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $8,403,669,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $377,964,000 | 72 |
| 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 | $334,957,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $5,779,168,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $1,184,246,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,767,725,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $187,776,000 | 45 |
| Other retirement accounts, non-managed assets | $111,720,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $685,625,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $803,428,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,648,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,902,483,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $196,380,000 | 40 |
| 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 | $16,234,087,000 | 60 |
| Managed Assets ($) | $10,850,658,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,319,612,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $246,577,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $5,228,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $310,288,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $8,615,726,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $353,227,000 | 71 |
| 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 | $310,288,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,383,429,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $1,050,704,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,589,405,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $182,602,000 | 46 |
| Other retirement accounts, non-managed assets | $113,904,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $719,299,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $690,596,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,919,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,358,476,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $195,312,000 | 37 |
| 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 | $16,454,366,000 | 48 |
| Managed Assets ($) | $10,829,684,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,268,537,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $267,892,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $5,450,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $317,666,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $8,604,246,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $365,893,000 | 59 |
| 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 | $317,666,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,624,682,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $1,096,487,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,723,380,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $200,052,000 | 43 |
| Other retirement accounts, non-managed assets | $121,368,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $728,673,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $722,327,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,395,000 | 45 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,980,634,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $201,613,000 | 34 |
| 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 | $16,901,945,000 | 48 |
| Managed Assets ($) | $10,743,946,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,336,565,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $299,524,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $5,580,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $348,244,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $8,351,075,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $402,958,000 | 59 |
| 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 | $348,244,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,157,999,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $1,022,005,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,142,750,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $226,600,000 | 43 |
| Other retirement accounts, non-managed assets | $136,731,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $865,935,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $721,468,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,510,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,442,601,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $219,941,000 | 34 |
| 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 | $16,365,289,000 | 50 |
| Managed Assets ($) | $9,857,464,000 | 43 |
| Personal trust and agency accounts, managed assets | $2,409,811,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $313,001,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $5,866,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $357,635,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $6,354,128,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $417,023,000 | 56 |
| 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 | $357,635,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $6,507,825,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $1,095,083,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,348,151,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $252,696,000 | 43 |
| Other retirement accounts, non-managed assets | $141,527,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $852,302,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $777,290,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,776,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,464,198,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $220,478,000 | 38 |
| 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 | $15,811,621,000 | 52 |
| Managed Assets ($) | $9,582,970,000 | 43 |
| Personal trust and agency accounts, managed assets | $2,246,987,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $285,962,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $5,939,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $334,011,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $4,628,198,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $394,763,000 | 57 |
| Other fiduciary accounts, managed assets | $1,687,110,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $334,011,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,228,651,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $938,323,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,200,957,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $262,936,000 | 44 |
| Other retirement accounts, non-managed assets | $135,890,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $974,477,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $677,844,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,224,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,815,242,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $212,015,000 | 34 |
| 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 | $14,924,057,000 | 52 |
| Managed Assets ($) | $8,715,260,000 | 45 |
| Personal trust and agency accounts, managed assets | $2,166,952,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $292,002,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $5,942,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $327,326,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $4,087,463,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $422,537,000 | 55 |
| Other fiduciary accounts, managed assets | $1,413,038,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $327,326,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,208,797,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $912,243,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,174,457,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $255,285,000 | 45 |
| Other retirement accounts, non-managed assets | $138,956,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $1,023,762,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $664,521,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,573,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,129,794,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $213,254,000 | 38 |
| 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 | $13,797,695,000 | 53 |
| Managed Assets ($) | $8,194,881,000 | 45 |
| Personal trust and agency accounts, managed assets | $2,130,604,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $284,667,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $5,946,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $306,225,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $3,863,670,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $409,414,000 | 55 |
| Other fiduciary accounts, managed assets | $1,194,355,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $305,789,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,602,814,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $894,671,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,007,606,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $244,045,000 | 45 |
| Other retirement accounts, non-managed assets | $134,963,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $591,891,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $692,437,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,201,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,719,966,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $363,282,000 | 27 |
| 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 | $13,331,304,000 | 54 |
| Managed Assets ($) | $7,912,202,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,087,913,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $284,668,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $6,083,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $288,502,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $3,655,536,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $394,778,000 | 53 |
| Other fiduciary accounts, managed assets | $1,194,722,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $288,072,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $5,419,102,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $859,360,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,873,098,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $250,922,000 | 45 |
| Other retirement accounts, non-managed assets | $130,021,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $627,998,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $640,228,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,475,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,623,306,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $347,225,000 | 30 |
| 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 | $12,028,761,000 | 53 |
| Managed Assets ($) | $7,089,172,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,773,597,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $270,961,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $5,862,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $259,384,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $3,325,073,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $367,260,000 | 53 |
| Other fiduciary accounts, managed assets | $1,087,035,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $258,997,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,939,589,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $806,290,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,561,427,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $235,555,000 | 46 |
| Other retirement accounts, non-managed assets | $120,709,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $650,615,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $510,525,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $54,468,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,097,069,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $311,091,000 | 29 |
| 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 | $11,289,968,000 | 53 |
| Managed Assets ($) | $6,857,222,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,713,443,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $259,985,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $5,633,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $244,425,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $3,196,217,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $350,272,000 | 52 |
| Other fiduciary accounts, managed assets | $1,087,247,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $244,058,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,432,746,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $709,188,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,178,515,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $230,417,000 | 47 |
| Other retirement accounts, non-managed assets | $112,391,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $727,534,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $427,851,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,850,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,332,074,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $292,119,000 | 30 |
| 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 | $9,910,782,000 | 53 |
| Managed Assets ($) | $5,894,989,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,654,056,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $232,954,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $5,239,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $218,649,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,553,471,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $313,514,000 | 53 |
| Other fiduciary accounts, managed assets | $917,106,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $218,329,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,015,793,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $648,159,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,849,151,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $206,802,000 | 46 |
| Other retirement accounts, non-managed assets | $100,466,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $756,867,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $413,896,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,452,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,312,474,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $260,377,000 | 33 |
| 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 | $10,724,931,000 | 53 |
| Managed Assets ($) | $6,182,913,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,751,566,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $275,835,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $4,938,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $252,445,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $2,735,832,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $368,033,000 | 52 |
| Other fiduciary accounts, managed assets | $794,264,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $252,051,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $4,542,018,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $706,315,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,182,616,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $224,012,000 | 46 |
| Other retirement accounts, non-managed assets | $114,185,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $785,824,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $493,489,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,577,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,067,785,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $287,917,000 | 31 |
| 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 | $8,442,329,000 | 63 |
| Managed Assets ($) | $4,478,881,000 | 58 |
| Personal trust and agency accounts, managed assets | $946,141,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $257,974,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $4,863,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $239,641,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,641,709,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $388,553,000 | 52 |
| 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 | $239,248,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,963,448,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $761,705,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,029,475,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $220,763,000 | 46 |
| Other retirement accounts, non-managed assets | $107,700,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $396,954,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $413,391,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,460,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,367,004,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $220,579,000 | 34 |
| 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 | $8,358,887,000 | 62 |
| Managed Assets ($) | $4,433,082,000 | 57 |
| Personal trust and agency accounts, managed assets | $938,716,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $260,751,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $4,835,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $234,356,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,608,104,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $386,320,000 | 51 |
| 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 | $233,966,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,925,805,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $731,365,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,037,518,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $214,867,000 | 46 |
| Other retirement accounts, non-managed assets | $106,896,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $408,415,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $393,423,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,321,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,396,633,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $215,661,000 | 33 |
| 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 | $8,014,465,000 | 62 |
| Managed Assets ($) | $4,187,748,000 | 59 |
| Personal trust and agency accounts, managed assets | $863,232,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $256,125,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $4,821,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $226,930,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,460,181,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $376,459,000 | 52 |
| 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 | $226,551,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,826,717,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $703,306,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,946,232,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,744,000 | 48 |
| Other retirement accounts, non-managed assets | $103,303,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $439,247,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $395,816,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,069,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,757,983,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $206,767,000 | 31 |
| 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 | $7,678,403,000 | 60 |
| Managed Assets ($) | $3,978,569,000 | 58 |
| Personal trust and agency accounts, managed assets | $746,481,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $235,532,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $4,906,000 | 193 |
| Other employee benefit and retirement-related accounts, managed assets | $211,865,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $2,423,285,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $356,500,000 | 52 |
| 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 | $211,510,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $3,699,834,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $687,013,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,734,606,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $192,239,000 | 49 |
| Other retirement accounts, non-managed assets | $95,822,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $540,876,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $416,898,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,380,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,275,833,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $95,351,000 | 48 |
| 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 | $8,155,937,000 | 61 |
| Managed Assets ($) | $4,190,031,000 | 58 |
| Personal trust and agency accounts, managed assets | $803,205,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $248,329,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $4,383,000 | 163 |
| Other employee benefit and retirement-related accounts, managed assets | $228,658,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $2,520,628,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $384,828,000 | 50 |
| 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 | $228,256,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,965,906,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $749,949,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,917,540,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $201,667,000 | 50 |
| Other retirement accounts, non-managed assets | $107,047,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $533,622,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $418,997,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,084,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,071,732,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $105,582,000 | 45 |
| 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 | $7,847,583,000 | 61 |
| Managed Assets ($) | $4,077,727,000 | 58 |
| Personal trust and agency accounts, managed assets | $792,455,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $239,557,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $5,774,000 | 159 |
| Other employee benefit and retirement-related accounts, managed assets | $215,530,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,458,918,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $365,493,000 | 52 |
| 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 | $215,144,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,769,856,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $764,384,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,806,231,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $201,636,000 | 52 |
| Other retirement accounts, non-managed assets | $103,807,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $531,404,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $325,667,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,727,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,845,646,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $102,223,000 | 45 |
| 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 | $7,517,337,000 | 64 |
| Managed Assets ($) | $3,881,897,000 | 61 |
| Personal trust and agency accounts, managed assets | $793,489,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $243,019,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $4,027,000 | 168 |
| Other employee benefit and retirement-related accounts, managed assets | $208,704,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $2,275,573,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $357,085,000 | 53 |
| 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 | $208,323,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,635,440,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $704,661,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,773,157,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $206,479,000 | 51 |
| Other retirement accounts, non-managed assets | $103,526,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $494,878,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $315,368,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,371,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,531,192,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $101,998,000 | 48 |
| 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 | $7,437,905,000 | 65 |
| Managed Assets ($) | $3,837,060,000 | 62 |
| Personal trust and agency accounts, managed assets | $786,652,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $246,217,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $3,926,000 | 198 |
| Other employee benefit and retirement-related accounts, managed assets | $209,810,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $2,221,535,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $368,920,000 | 52 |
| 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 | $209,408,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $3,600,845,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $704,939,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,698,010,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $215,415,000 | 50 |
| Other retirement accounts, non-managed assets | $106,614,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $516,728,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $320,220,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,919,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,272,567,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $105,514,000 | 50 |
| 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 | $7,208,816,000 | 64 |
| Managed Assets ($) | $3,863,874,000 | 59 |
| Personal trust and agency accounts, managed assets | $754,987,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $229,184,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $4,162,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $203,815,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,323,455,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $348,271,000 | 53 |
| 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 | $203,430,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,344,942,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $676,625,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,627,154,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $220,982,000 | 51 |
| Other retirement accounts, non-managed assets | $107,393,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $368,111,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $309,211,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,466,000 | 47 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,660,818,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $105,702,000 | 47 |
| 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 | $6,730,136,000 | 65 |
| Managed Assets ($) | $3,587,331,000 | 60 |
| Personal trust and agency accounts, managed assets | $748,980,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $228,146,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $9,964,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $190,744,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,069,326,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $340,171,000 | 56 |
| 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 | $190,371,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,142,805,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $648,235,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,561,152,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $218,477,000 | 49 |
| Other retirement accounts, non-managed assets | $100,365,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $291,870,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $288,294,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,412,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,348,939,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $98,882,000 | 48 |
| 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 | $6,358,202,000 | 66 |
| Managed Assets ($) | $3,388,388,000 | 62 |
| Personal trust and agency accounts, managed assets | $710,432,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,564,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $14,582,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $186,234,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,915,124,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $334,452,000 | 56 |
| 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 | $185,860,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,969,814,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $629,490,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,509,937,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $212,942,000 | 48 |
| Other retirement accounts, non-managed assets | $97,544,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $208,782,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $278,458,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,661,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,054,043,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $95,933,000 | 49 |
| 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 | $6,150,948,000 | 66 |
| Managed Assets ($) | $3,299,262,000 | 64 |
| Personal trust and agency accounts, managed assets | $721,563,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $219,434,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $16,458,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $179,100,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $1,841,072,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $321,635,000 | 55 |
| 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 | $178,736,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $2,851,686,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $667,915,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,416,800,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $208,982,000 | 48 |
| Other retirement accounts, non-managed assets | $95,929,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $138,701,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $291,257,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,102,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,585,086,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $94,403,000 | 51 |
| 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 | $5,857,292,000 | 69 |
| Managed Assets ($) | $3,156,299,000 | 65 |
| Personal trust and agency accounts, managed assets | $716,509,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $225,946,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $12,768,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $175,302,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,708,293,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $317,481,000 | 55 |
| 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 | $174,943,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,700,993,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $592,376,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,384,146,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $229,449,000 | 47 |
| Other retirement accounts, non-managed assets | $95,363,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $129,902,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $240,481,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,276,000 | 51 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,116,426,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $92,719,000 | 46 |
| 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 | $5,781,122,000 | 70 |
| Managed Assets ($) | $3,043,673,000 | 65 |
| Personal trust and agency accounts, managed assets | $697,545,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $222,331,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $13,529,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $168,169,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,635,751,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $306,348,000 | 55 |
| 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 | $167,822,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,737,449,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $540,099,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,324,646,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $226,952,000 | 47 |
| Other retirement accounts, non-managed assets | $100,029,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $294,962,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $222,423,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,338,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,937,678,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $97,446,000 | 46 |
| 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 | $5,609,420,000 | 69 |
| Managed Assets ($) | $2,898,434,000 | 68 |
| Personal trust and agency accounts, managed assets | $689,260,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $219,121,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $13,526,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $167,592,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $1,507,040,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $301,895,000 | 55 |
| 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 | $166,833,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,710,986,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $580,352,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,266,855,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $220,372,000 | 46 |
| Other retirement accounts, non-managed assets | $98,248,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $269,772,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $233,742,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,645,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,849,119,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $95,964,000 | 48 |
| 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 | $5,425,139,000 | 70 |
| Managed Assets ($) | $2,877,526,000 | 66 |
| Personal trust and agency accounts, managed assets | $675,579,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $218,626,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $13,541,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $161,332,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $1,517,892,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $290,556,000 | 56 |
| 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 | $160,579,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $23,209,000 | 41 |
| Non-managed Assets ($) | $2,547,613,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $501,544,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,255,991,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $209,802,000 | 49 |
| Other retirement accounts, non-managed assets | $96,959,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $225,471,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $217,626,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,220,000 | 40 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,402,518,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $95,068,000 | 50 |
| 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 | $5,355,344,000 | 69 |
| Managed Assets ($) | $2,947,773,000 | 65 |
| Personal trust and agency accounts, managed assets | $671,613,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,130,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $13,727,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $157,473,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,617,333,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $280,497,000 | 55 |
| 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 | $157,076,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,407,571,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $367,087,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,197,776,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $212,128,000 | 46 |
| Other retirement accounts, non-managed assets | $94,087,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $213,522,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $279,673,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,298,000 | 40 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,087,900,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $91,719,000 | 50 |
| 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 | $5,626,669,000 | 70 |
| Managed Assets ($) | $3,135,595,000 | 67 |
| Personal trust and agency accounts, managed assets | $698,135,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $217,746,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $13,628,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $160,806,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $1,749,015,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $296,265,000 | 56 |
| 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 | $160,379,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,491,074,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $404,864,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,279,312,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $209,128,000 | 47 |
| Other retirement accounts, non-managed assets | $99,812,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $124,618,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $328,090,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,250,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,414,963,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $97,696,000 | 50 |
| 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 | $5,586,258,000 | 71 |
| Managed Assets ($) | $3,034,651,000 | 67 |
| Personal trust and agency accounts, managed assets | $712,582,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $222,866,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $13,642,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $161,072,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,626,501,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $297,988,000 | 57 |
| 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 | $160,644,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,551,607,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $415,360,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,288,409,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $226,299,000 | 45 |
| Other retirement accounts, non-managed assets | $98,792,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $144,582,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | $332,750,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,415,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,269,990,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $96,998,000 | 52 |
| 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 | $5,474,894,000 | 70 |
| Managed Assets ($) | $2,970,957,000 | 67 |
| Personal trust and agency accounts, managed assets | $707,300,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $220,522,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $13,385,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $157,581,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,579,963,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $292,206,000 | 58 |
| 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 | $157,159,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $53,987,000 | 39 |
| Non-managed Assets ($) | $2,503,937,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $390,593,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,270,110,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $224,178,000 | 47 |
| Other retirement accounts, non-managed assets | $93,189,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $140,098,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $338,333,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $47,436,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,698,410,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $92,159,000 | 56 |
| 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 | $5,444,254,000 | 70 |
| Managed Assets ($) | $2,896,222,000 | 68 |
| Personal trust and agency accounts, managed assets | $673,497,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $212,543,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $13,239,000 | 141 |
| Other employee benefit and retirement-related accounts, managed assets | $154,643,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,559,623,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $282,677,000 | 57 |
| 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 | $154,117,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,548,032,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $386,020,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,234,541,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $223,022,000 | 46 |
| Other retirement accounts, non-managed assets | $92,210,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $171,065,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $384,947,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,227,000 | 40 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,489,503,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $90,673,000 | 54 |
| 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 | $6,291,869,000 | 65 |
| Managed Assets ($) | $2,829,604,000 | 68 |
| Personal trust and agency accounts, managed assets | $704,163,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,391,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $2,651,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $156,046,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,552,341,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $187,012,000 | 63 |
| 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 | $155,514,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,462,265,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $503,534,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,231,410,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $227,678,000 | 45 |
| Other retirement accounts, non-managed assets | $93,114,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $187,778,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $1,214,996,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,755,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,598,943,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $91,605,000 | 55 |
| 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 | $5,683,185,000 | 67 |
| Managed Assets ($) | $2,596,969,000 | 71 |
| Personal trust and agency accounts, managed assets | $706,765,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $225,223,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $2,604,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $155,001,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,324,900,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $182,476,000 | 61 |
| 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 | $154,304,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,086,216,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $361,947,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,191,025,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $210,471,000 | 45 |
| Other retirement accounts, non-managed assets | $80,392,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $116,075,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $1,122,722,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,584,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,356,478,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $78,974,000 | 61 |
| 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 | $5,647,185,000 | 67 |
| Managed Assets ($) | $2,569,395,000 | 74 |
| Personal trust and agency accounts, managed assets | $700,725,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $228,884,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $2,188,000 | 252 |
| Other employee benefit and retirement-related accounts, managed assets | $153,417,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $1,307,104,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $177,077,000 | 63 |
| 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 | $152,721,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $55,627,000 | 41 |
| Non-managed Assets ($) | $3,077,790,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $373,433,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,165,927,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $204,938,000 | 46 |
| Other retirement accounts, non-managed assets | $78,616,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $108,402,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $1,142,927,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,547,000 | 106 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,225,071,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $77,497,000 | 65 |
| 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 | $5,462,197,000 | 67 |
| Managed Assets ($) | $2,548,091,000 | 72 |
| Personal trust and agency accounts, managed assets | $673,089,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $212,543,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $2,142,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $143,544,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,352,103,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $164,670,000 | 61 |
| 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 | $143,168,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,914,106,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $329,090,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,103,139,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $200,366,000 | 49 |
| Other retirement accounts, non-managed assets | $73,186,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $112,095,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | $1,090,048,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,182,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,826,118,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $71,720,000 | 64 |
| 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 | $5,949,542,000 | 63 |
| Managed Assets ($) | $2,612,253,000 | 70 |
| Personal trust and agency accounts, managed assets | $667,162,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,025,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $2,052,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $137,170,000 | 83 |
| Corporate trust and agency accounts, managed assets | $119,926,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,318,174,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $160,744,000 | 61 |
| 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 | $136,814,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,337,289,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $298,819,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,021,356,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $196,141,000 | 48 |
| Other retirement accounts, non-managed assets | $69,463,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $595,892,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $1,152,728,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,890,000 | 93 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,854,410,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,011,000 | 67 |
| 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 | $5,801,068,000 | 65 |
| Managed Assets ($) | $2,558,554,000 | 71 |
| Personal trust and agency accounts, managed assets | $653,769,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $214,110,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $2,067,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $134,360,000 | 84 |
| Corporate trust and agency accounts, managed assets | $120,795,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,276,389,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $157,064,000 | 64 |
| 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 | $133,906,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,242,514,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $286,790,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,015,514,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $182,940,000 | 47 |
| Other retirement accounts, non-managed assets | $66,940,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $587,775,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $1,099,666,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,889,000 | 95 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,678,603,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $65,632,000 | 67 |
| 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 | $5,496,901,000 | 65 |
| Managed Assets ($) | $3,244,770,000 | 59 |
| Personal trust and agency accounts, managed assets | $593,982,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,087,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $1,698,000 | 270 |
| Other employee benefit and retirement-related accounts, managed assets | $127,385,000 | 82 |
| Corporate trust and agency accounts, managed assets | $127,912,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $2,046,361,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $146,345,000 | 62 |
| 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 | $126,978,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $49,421,000 | 46 |
| Non-managed Assets ($) | $2,252,131,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $266,052,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $936,055,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $177,981,000 | 47 |
| Other retirement accounts, non-managed assets | $61,782,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $526,302,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $281,203,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,756,000 | 108 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,167,363,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $60,666,000 | 75 |
| 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 | $5,275,267,000 | 65 |
| Managed Assets ($) | $3,133,974,000 | 58 |
| Personal trust and agency accounts, managed assets | $530,299,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,693,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $1,677,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $124,617,000 | 82 |
| Corporate trust and agency accounts, managed assets | $132,647,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $2,008,307,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $147,734,000 | 61 |
| 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 | $124,207,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,141,293,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $226,027,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $918,139,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $173,724,000 | 48 |
| Other retirement accounts, non-managed assets | $59,512,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $540,338,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $220,801,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,752,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,008,283,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,439,000 | 65 |
| 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 | $5,070,568,000 | 66 |
| Managed Assets ($) | $3,010,558,000 | 58 |
| Personal trust and agency accounts, managed assets | $526,728,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,964,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $1,647,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $120,183,000 | 80 |
| Corporate trust and agency accounts, managed assets | $128,721,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,907,044,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $144,271,000 | 60 |
| 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 | $119,795,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,060,010,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $219,033,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $869,814,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $158,613,000 | 50 |
| Other retirement accounts, non-managed assets | $57,949,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $549,888,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $202,036,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,677,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,526,934,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $56,974,000 | 68 |
| 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 | $5,092,998,000 | 66 |
| Managed Assets ($) | $2,968,403,000 | 58 |
| Personal trust and agency accounts, managed assets | $530,606,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,306,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $2,394,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $121,074,000 | 82 |
| Corporate trust and agency accounts, managed assets | $141,240,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $1,837,824,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $146,959,000 | 60 |
| 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 | $120,673,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,124,595,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $235,406,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $916,017,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $160,283,000 | 52 |
| Other retirement accounts, non-managed assets | $58,741,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $520,100,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $231,313,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,735,000 | 90 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,553,997,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,075,000 | 63 |
| 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 | $4,737,833,000 | 66 |
| Managed Assets ($) | $2,836,292,000 | 59 |
| Personal trust and agency accounts, managed assets | $503,129,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $167,055,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $2,041,000 | 266 |
| Other employee benefit and retirement-related accounts, managed assets | $112,671,000 | 82 |
| Corporate trust and agency accounts, managed assets | $130,700,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $1,783,645,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $137,051,000 | 60 |
| 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 | $112,379,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $24,768,000 | 49 |
| Non-managed Assets ($) | $1,901,541,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $221,905,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $784,800,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,228,000 | 51 |
| Other retirement accounts, non-managed assets | $51,747,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $498,528,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $189,633,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,700,000 | 100 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,106,121,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $51,573,000 | 80 |
| 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 | $4,554,230,000 | 68 |
| Managed Assets ($) | $2,761,558,000 | 60 |
| Personal trust and agency accounts, managed assets | $467,893,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,151,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $2,007,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $106,697,000 | 86 |
| Corporate trust and agency accounts, managed assets | $118,467,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $1,794,362,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $129,981,000 | 61 |
| 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 | $106,424,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,792,672,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $115,488,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $726,239,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $135,138,000 | 54 |
| Other retirement accounts, non-managed assets | $50,916,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $548,930,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $213,348,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,613,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,782,798,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $50,395,000 | 69 |
| 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 | $4,638,496,000 | 71 |
| Managed Assets ($) | $2,691,436,000 | 65 |
| Personal trust and agency accounts, managed assets | $507,280,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $160,134,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $127,698,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $115,030,000 | 86 |
| Corporate trust and agency accounts, managed assets | $129,252,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $1,506,202,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $145,840,000 | 59 |
| 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 | $114,713,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,947,060,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $123,535,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $830,870,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,354,000 | 95 |
| Other retirement accounts, non-managed assets | $55,264,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $651,137,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $267,561,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,339,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,422,318,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,704,000 | 65 |
| 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 | $4,545,414,000 | 71 |
| Managed Assets ($) | $2,529,575,000 | 66 |
| Personal trust and agency accounts, managed assets | $508,790,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,378,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $127,511,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $111,261,000 | 87 |
| Corporate trust and agency accounts, managed assets | $126,303,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,435,803,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $55,529,000 | 95 |
| 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 | $110,943,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,015,839,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $122,328,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $813,181,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,534,000 | 94 |
| Other retirement accounts, non-managed assets | $54,331,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $734,685,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $272,404,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,376,000 | 97 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,115,494,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,776,000 | 65 |
| 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 | $4,699,785,000 | 70 |
| Managed Assets ($) | $2,733,434,000 | 63 |
| Personal trust and agency accounts, managed assets | $489,798,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,209,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $123,016,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $101,944,000 | 92 |
| Corporate trust and agency accounts, managed assets | $123,900,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,683,434,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $53,133,000 | 98 |
| 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 | $101,039,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,966,351,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $126,642,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $779,483,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,032,000 | 97 |
| Other retirement accounts, non-managed assets | $52,263,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $703,853,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $276,785,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,293,000 | 125 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,795,210,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $51,948,000 | 78 |
| 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 | $4,601,092,000 | 68 |
| Managed Assets ($) | $2,694,768,000 | 61 |
| Personal trust and agency accounts, managed assets | $463,341,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,185,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $116,791,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $98,110,000 | 89 |
| Corporate trust and agency accounts, managed assets | $122,193,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $1,694,592,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $51,556,000 | 94 |
| 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 | $97,825,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,906,324,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $122,099,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $722,325,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,729,000 | 91 |
| Other retirement accounts, non-managed assets | $48,619,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $739,718,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $248,516,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,318,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,569,876,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,509,000 | 69 |
| 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 | $4,332,979,000 | 68 |
| Managed Assets ($) | $2,488,421,000 | 66 |
| Personal trust and agency accounts, managed assets | $432,243,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $143,732,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $105,033,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $89,651,000 | 93 |
| Corporate trust and agency accounts, managed assets | $116,638,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,553,174,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $47,950,000 | 92 |
| 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 | $89,393,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,844,558,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $117,650,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $657,904,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,295,000 | 93 |
| Other retirement accounts, non-managed assets | $46,371,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $768,380,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $231,438,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,520,000 | 95 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,675,268,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $46,215,000 | 66 |
| 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 | $4,448,292,000 | 70 |
| Managed Assets ($) | $2,540,040,000 | 64 |
| Personal trust and agency accounts, managed assets | $437,308,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,401,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $110,017,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $90,710,000 | 97 |
| Corporate trust and agency accounts, managed assets | $122,670,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $1,575,556,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $51,378,000 | 89 |
| 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 | $90,429,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,908,252,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $119,738,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $705,107,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,787,000 | 90 |
| Other retirement accounts, non-managed assets | $49,049,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $801,544,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $207,379,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,648,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,002,791,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $48,627,000 | 63 |
| 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 | $4,618,764,000 | 70 |
| Managed Assets ($) | $2,928,383,000 | 61 |
| Personal trust and agency accounts, managed assets | $428,209,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $149,413,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $109,299,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $88,338,000 | 94 |
| Corporate trust and agency accounts, managed assets | $121,381,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $1,969,998,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $61,745,000 | 78 |
| 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 | $87,671,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $27,028,000 | 54 |
| Non-managed Assets ($) | $1,690,381,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $113,564,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $701,446,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,836,000 | 96 |
| Other retirement accounts, non-managed assets | $46,467,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $804,299,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,769,000 | 115 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,618,103,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $45,164,000 | 88 |
| 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 | $4,703,823,000 | 70 |
| Managed Assets ($) | $2,989,207,000 | 63 |
| Personal trust and agency accounts, managed assets | $411,440,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,222,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $106,274,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $81,993,000 | 98 |
| Corporate trust and agency accounts, managed assets | $122,685,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $2,125,593,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,714,616,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $147,042,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $676,216,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,084,000 | 96 |
| Other retirement accounts, non-managed assets | $42,400,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $826,874,000 | 35 |
| 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 | $4,697,788,000 | 54 |
| 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 | $4,618,638,000 | 69 |
| Managed Assets ($) | $2,996,742,000 | 61 |
| Personal trust and agency accounts, managed assets | $402,650,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,653,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $83,254,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $75,263,000 | 99 |
| Corporate trust and agency accounts, managed assets | $115,977,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $2,187,945,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,621,896,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $139,990,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $591,391,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,632,000 | 93 |
| Other retirement accounts, non-managed assets | $37,472,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $825,411,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,154,818,000 | 61 |
| 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 | $4,286,478,000 | 72 |
| Managed Assets ($) | $2,735,117,000 | 62 |
| Personal trust and agency accounts, managed assets | $360,781,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $119,159,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $73,770,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $68,690,000 | 99 |
| Corporate trust and agency accounts, managed assets | $136,335,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $1,976,382,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,551,361,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $123,458,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $523,220,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,821,000 | 94 |
| Other retirement accounts, non-managed assets | $33,339,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $847,523,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,598,915,000 | 69 |
| 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 | $4,189,668,000 | 73 |
| Managed Assets ($) | $2,736,074,000 | 63 |
| Personal trust and agency accounts, managed assets | $396,810,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,212,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $83,838,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $70,181,000 | 99 |
| Corporate trust and agency accounts, managed assets | $142,819,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $1,919,214,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,453,594,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $149,768,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $542,754,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,439,000 | 103 |
| Other retirement accounts, non-managed assets | $37,065,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $700,568,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,781,055,000 | 67 |
| 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 | $4,700,095,000 | 72 |
| Managed Assets ($) | $3,011,646,000 | 63 |
| Personal trust and agency accounts, managed assets | $420,064,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,457,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $102,675,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $81,365,000 | 97 |
| Corporate trust and agency accounts, managed assets | $127,888,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $2,145,197,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,688,449,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $180,372,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $652,386,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,577,000 | 98 |
| Other retirement accounts, non-managed assets | $41,690,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $785,424,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,168,670,000 | 67 |
| 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 | $4,659,963,000 | 78 |
| Managed Assets ($) | $2,844,157,000 | 68 |
| Personal trust and agency accounts, managed assets | $408,787,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $144,882,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $112,207,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $87,369,000 | 99 |
| Corporate trust and agency accounts, managed assets | $136,123,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $1,954,789,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,815,806,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $171,292,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $718,819,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,475,000 | 96 |
| Other retirement accounts, non-managed assets | $46,160,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $846,060,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,387,348,000 | 71 |
| 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 | $4,680,161,000 | 79 |
| Managed Assets ($) | $2,810,939,000 | 68 |
| Personal trust and agency accounts, managed assets | $396,441,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $147,723,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $110,607,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $87,194,000 | 97 |
| Corporate trust and agency accounts, managed assets | $134,385,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $1,934,589,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,869,222,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $173,054,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $721,909,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,327,000 | 103 |
| Other retirement accounts, non-managed assets | $45,877,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $896,055,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,261,525,000 | 68 |
| 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 | $4,986,000,000 | 76 |
| Managed Assets ($) | $2,927,459,000 | 66 |
| Personal trust and agency accounts, managed assets | $399,216,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,601,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $117,145,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $89,969,000 | 93 |
| Corporate trust and agency accounts, managed assets | $138,635,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $2,025,893,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,058,541,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $186,744,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $768,989,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,743,000 | 103 |
| Other retirement accounts, non-managed assets | $44,596,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $1,021,469,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,289,078,000 | 69 |
| 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 | $5,068,719,000 | 74 |
| Managed Assets ($) | $3,034,892,000 | 64 |
| Personal trust and agency accounts, managed assets | $453,931,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,635,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $117,119,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $90,820,000 | 94 |
| Corporate trust and agency accounts, managed assets | $140,248,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $2,078,139,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,033,827,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $189,079,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $780,904,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,406,000 | 105 |
| Other retirement accounts, non-managed assets | $43,966,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $981,472,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,166,360,000 | 70 |
| 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 | $4,886,742,000 | 79 |
| Managed Assets ($) | $3,052,506,000 | 66 |
| Personal trust and agency accounts, managed assets | $448,383,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,485,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $109,246,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $86,148,000 | 98 |
| Corporate trust and agency accounts, managed assets | $139,573,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $2,112,671,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,834,236,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $181,382,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $750,338,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,707,000 | 110 |
| Other retirement accounts, non-managed assets | $42,880,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $825,929,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,060,819,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,605,250,000 | 81 |
| Managed Assets ($) | $2,723,146,000 | 67 |
| Personal trust and agency accounts, managed assets | $413,095,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $226,959,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $106,545,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $79,692,000 | 98 |
| Corporate trust and agency accounts, managed assets | $136,169,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $1,760,686,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,882,104,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $588,790,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $630,058,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,076,000 | 110 |
| Other retirement accounts, non-managed assets | $39,650,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $591,530,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,401,425,000 | 72 |
| 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 | $5,303,033,000 | 73 |
| Managed Assets ($) | $2,861,478,000 | 65 |
| Personal trust and agency accounts, managed assets | $436,844,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $223,872,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $104,353,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $81,847,000 | 99 |
| Corporate trust and agency accounts, managed assets | $136,568,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $1,877,994,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,441,555,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $680,426,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $601,471,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,107,000 | 112 |
| Other retirement accounts, non-managed assets | $36,707,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $1,090,844,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,413,533,000 | 72 |
| 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 | $5,252,270,000 | 79 |
| Managed Assets ($) | $2,836,514,000 | 69 |
| Personal trust and agency accounts, managed assets | $463,302,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,491,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $99,443,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $77,485,000 | 104 |
| Corporate trust and agency accounts, managed assets | $136,154,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $1,848,639,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,415,756,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $738,066,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $566,505,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,027,000 | 112 |
| Other retirement accounts, non-managed assets | $35,068,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $1,046,090,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,213,337,000 | 74 |
| 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 | $5,128,514,000 | 84 |
| Managed Assets ($) | $2,736,178,000 | 73 |
| Personal trust and agency accounts, managed assets | $540,490,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,909,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $89,154,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $75,708,000 | 109 |
| Corporate trust and agency accounts, managed assets | $133,035,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $1,689,882,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,392,336,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $897,294,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $526,253,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,664,000 | 118 |
| Other retirement accounts, non-managed assets | $35,005,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $907,120,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,737,348,000 | 76 |
| 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 | $5,210,744,000 | 82 |
| Managed Assets ($) | $2,749,727,000 | 73 |
| Personal trust and agency accounts, managed assets | $559,551,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,392,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $90,336,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $75,460,000 | 105 |
| Corporate trust and agency accounts, managed assets | $129,275,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $1,683,713,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,461,017,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $997,220,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $530,650,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,296,000 | 121 |
| Other retirement accounts, non-managed assets | $35,791,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $874,060,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,615,587,000 | 76 |
| 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 | $6,117,625,000 | 79 |
| Managed Assets ($) | $3,549,603,000 | 71 |
| Personal trust and agency accounts, managed assets | $555,727,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,416,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $87,671,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $67,215,000 | 107 |
| Corporate trust and agency accounts, managed assets | $1,582,400,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $1,055,174,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,568,022,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $973,057,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $498,251,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,602,000 | 125 |
| Other retirement accounts, non-managed assets | $38,302,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $1,037,810,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,614,325,000 | 87 |
| 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 | $5,695,549,000 | 81 |
| Managed Assets ($) | $3,396,107,000 | 71 |
| Personal trust and agency accounts, managed assets | $533,836,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $191,988,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $86,665,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $66,268,000 | 102 |
| Corporate trust and agency accounts, managed assets | $1,502,976,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $1,014,374,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,299,442,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $917,938,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $479,649,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,197,000 | 122 |
| Other retirement accounts, non-managed assets | $36,706,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $846,952,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,662,406,000 | 87 |
| 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 | $5,230,525,000 | 80 |
| Managed Assets ($) | $3,007,580,000 | 71 |
| Personal trust and agency accounts, managed assets | $500,659,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,590,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $92,770,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $62,726,000 | 103 |
| Corporate trust and agency accounts, managed assets | $1,287,797,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $876,038,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,222,945,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $817,285,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $457,359,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $35,711,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $912,590,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,582,105,000 | 85 |
| 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 | $5,162,686,000 | 82 |
| Managed Assets ($) | $2,973,237,000 | 75 |
| Personal trust and agency accounts, managed assets | $498,624,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $191,128,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $91,957,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $61,765,000 | 108 |
| Corporate trust and agency accounts, managed assets | $1,264,991,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $864,772,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,189,449,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $792,610,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $443,167,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $32,772,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $920,900,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,310,437,000 | 97 |
| 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 | $4,972,407,000 | 84 |
| Managed Assets ($) | $2,871,690,000 | 76 |
| Personal trust and agency accounts, managed assets | $463,154,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,767,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $93,135,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $61,335,000 | 109 |
| Corporate trust and agency accounts, managed assets | $1,236,236,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $831,063,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,100,717,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $701,065,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $444,058,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $33,733,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $921,861,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,163,371,000 | 105 |
| 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 | $4,657,987,000 | 85 |
| Managed Assets ($) | $2,750,950,000 | 76 |
| Personal trust and agency accounts, managed assets | $483,525,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,029,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $87,455,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $58,026,000 | 108 |
| Corporate trust and agency accounts, managed assets | $1,157,621,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $794,294,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,907,037,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $500,594,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $402,466,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $32,493,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $971,484,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,026,131,000 | 112 |
| 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 | $4,436,578,000 | 88 |
| Managed Assets ($) | $2,652,392,000 | 79 |
| Personal trust and agency accounts, managed assets | $454,643,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,486,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $80,856,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $59,677,000 | 104 |
| Corporate trust and agency accounts, managed assets | $1,106,366,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $780,364,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,784,186,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $403,224,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $400,546,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $33,429,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $946,987,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,053,164,000 | 107 |
| 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 | $4,068,498,000 | 91 |
| Managed Assets ($) | $2,655,669,000 | 81 |
| Personal trust and agency accounts, managed assets | $481,562,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $172,111,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $81,376,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $59,351,000 | 105 |
| Corporate trust and agency accounts, managed assets | $1,154,629,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $706,640,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,412,829,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $68,323,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $392,010,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $32,758,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $919,738,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,008,461,000 | 109 |
| 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 | $3,920,558,000 | 94 |
| Managed Assets ($) | $2,617,412,000 | 81 |
| Personal trust and agency accounts, managed assets | $330,298,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,432,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $76,194,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $55,841,000 | 111 |
| Corporate trust and agency accounts, managed assets | $1,305,277,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $685,370,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,303,146,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $30,149,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $375,756,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $31,914,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $865,327,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $976,049,000 | 117 |
| 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 | $3,609,583,000 | 99 |
| Managed Assets ($) | $2,466,481,000 | 83 |
| Personal trust and agency accounts, managed assets | $300,733,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,851,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $72,914,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $52,338,000 | 115 |
| Corporate trust and agency accounts, managed assets | $1,146,924,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $753,721,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,143,102,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $33,227,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $329,051,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $29,609,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $751,189,000 | 59 |
| 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 | 141 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $480,080,000 | 145 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,911,793,000 | 108 |
| Managed Assets ($) | $2,159,331,000 | 87 |
| Personal trust and agency accounts, managed assets | $222,364,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,079,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $66,177,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $51,746,000 | 116 |
| Corporate trust and agency accounts, managed assets | $1,047,618,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $676,347,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $752,462,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $31,603,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $351,950,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $28,322,000 | 128 |
| Corporate trust and agency accounts, non-managed assets | $340,587,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $437,548,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,765,189,000 | 114 |
| Managed Assets ($) | $2,075,609,000 | 90 |
| Personal trust and agency accounts, managed assets | $208,923,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,537,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $60,221,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $46,747,000 | 118 |
| Corporate trust and agency accounts, managed assets | $1,067,375,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $596,806,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $689,580,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $31,009,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $304,314,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $22,041,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $332,216,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $428,104,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,742,134,000 | 111 |
| Managed Assets ($) | $2,079,852,000 | 91 |
| Personal trust and agency accounts, managed assets | $208,333,000 | 201 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,539,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $61,774,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $40,586,000 | 141 |
| Corporate trust and agency accounts, managed assets | $1,049,623,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $564,997,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $662,282,000 | 139 |
| Personal trust and agency accounts, non-managed assets | $31,334,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $253,200,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $22,782,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $354,966,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $435,520,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,479,643,000 | 111 |
| Managed Assets ($) | $1,720,105,000 | 99 |
| Personal trust and agency accounts, managed assets | $227,051,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,452,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $698,000 | 382 |
| Other employee benefit and retirement-related accounts, managed assets | $6,601,000 | 375 |
| Corporate trust and agency accounts, managed assets | $1,044,694,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $270,609,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $759,538,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $286,539,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $264,336,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,068,000 | 93 |
| Other retirement accounts, non-managed assets | $11,363,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $136,232,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $295,242,000 | 165 |
| 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 |