Home > United Bank > Total Fiduciary and Related Assets
United Bank, Total Fiduciary and Related Assets
| 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 | $2,272,533,000 | 122 |
| Managed Assets ($) | $1,344,754,000 | 128 |
| Personal trust and agency accounts, managed assets | $361,905,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $206,744,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $157,191,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $51,904,000 | 228 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $371,765,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $155,368,000 | 79 |
| Other fiduciary accounts, managed assets | $39,877,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,176,000 | 263 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $927,779,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $758,000 | 274 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $89,184,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,027,000 | 80 |
| Other retirement accounts, non-managed assets | $901,000 | 291 |
| Corporate trust and agency accounts, non-managed assets | $765,779,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,993,000 | 74 |
| Other fiduciary accounts, non-managed assets | $18,137,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,186,122,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,313,000 | 262 |
| 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 | $2,225,324,000 | 119 |
| Managed Assets ($) | $1,294,303,000 | 126 |
| Personal trust and agency accounts, managed assets | $356,141,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $204,210,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $143,226,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $52,123,000 | 225 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $359,450,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $151,512,000 | 81 |
| Other fiduciary accounts, managed assets | $27,641,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,952,000 | 262 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $931,021,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $751,000 | 280 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $89,567,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,585,000 | 81 |
| Other retirement accounts, non-managed assets | $943,000 | 298 |
| Corporate trust and agency accounts, non-managed assets | $766,795,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,078,000 | 76 |
| Other fiduciary accounts, non-managed assets | $22,302,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,127,215,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,300,000 | 259 |
| 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 | $2,264,930,000 | 119 |
| Managed Assets ($) | $1,286,293,000 | 122 |
| Personal trust and agency accounts, managed assets | $360,630,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,877,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $141,795,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $48,958,000 | 227 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $350,562,000 | 143 |
| Foundation and endowment trust and agency accounts, managed assets | $150,239,000 | 79 |
| Other fiduciary accounts, managed assets | $26,232,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $30,502,000 | 265 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $978,637,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $752,000 | 282 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,879,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,793,000 | 82 |
| Other retirement accounts, non-managed assets | $1,764,000 | 277 |
| Corporate trust and agency accounts, non-managed assets | $814,243,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,938,000 | 72 |
| Other fiduciary accounts, non-managed assets | $22,268,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,116,140,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,205,000 | 247 |
| 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 | $2,338,162,000 | 112 |
| Managed Assets ($) | $1,306,440,000 | 120 |
| Personal trust and agency accounts, managed assets | $359,209,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $213,799,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $149,613,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $49,077,000 | 223 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $357,955,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $146,947,000 | 79 |
| Other fiduciary accounts, managed assets | $29,840,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,929,000 | 275 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,031,722,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $1,903,000 | 437 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,923,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,853,000 | 85 |
| Other retirement accounts, non-managed assets | $1,996,000 | 470 |
| Corporate trust and agency accounts, non-managed assets | $868,798,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,002,000 | 75 |
| Other fiduciary accounts, non-managed assets | $22,247,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,077,685,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,475,000 | 381 |
| 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 | $2,357,310,000 | 111 |
| Managed Assets ($) | $1,480,730,000 | 115 |
| Personal trust and agency accounts, managed assets | $385,726,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $212,764,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $163,938,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $49,015,000 | 217 |
| Corporate trust and agency accounts, managed assets | $73,669,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $418,644,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $145,309,000 | 79 |
| Other fiduciary accounts, managed assets | $31,665,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $30,084,000 | 257 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $876,580,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $633,000 | 293 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $86,574,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,721,000 | 82 |
| Other retirement accounts, non-managed assets | $1,787,000 | 280 |
| Corporate trust and agency accounts, non-managed assets | $717,163,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,408,000 | 75 |
| Other fiduciary accounts, non-managed assets | $19,294,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,151,470,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,125,000 | 245 |
| 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 | $2,323,710,000 | 111 |
| Managed Assets ($) | $1,430,020,000 | 116 |
| Personal trust and agency accounts, managed assets | $378,703,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,494,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $160,939,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $48,405,000 | 221 |
| Corporate trust and agency accounts, managed assets | $74,378,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $381,682,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $142,075,000 | 78 |
| Other fiduciary accounts, managed assets | $35,344,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $30,077,000 | 259 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $893,690,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $2,630,000 | 260 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $89,715,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,180,000 | 83 |
| Other retirement accounts, non-managed assets | $1,760,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $729,027,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $11,875,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,501,000 | 74 |
| Other fiduciary accounts, non-managed assets | $9,002,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,017,278,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,015,000 | 254 |
| 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 | $2,340,622,000 | 111 |
| Managed Assets ($) | $1,416,160,000 | 118 |
| Personal trust and agency accounts, managed assets | $378,940,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $200,349,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $159,011,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $47,816,000 | 219 |
| Corporate trust and agency accounts, managed assets | $74,230,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $373,636,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $142,395,000 | 78 |
| Other fiduciary accounts, managed assets | $39,783,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,980,000 | 253 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $924,462,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $2,509,000 | 261 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $91,411,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,589,000 | 83 |
| Other retirement accounts, non-managed assets | $1,710,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $762,264,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $11,829,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,913,000 | 77 |
| Other fiduciary accounts, non-managed assets | $7,237,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,032,193,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,895,000 | 258 |
| 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 | $2,322,051,000 | 110 |
| Managed Assets ($) | $1,528,769,000 | 109 |
| Personal trust and agency accounts, managed assets | $384,762,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $215,163,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $148,670,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $49,042,000 | 220 |
| Corporate trust and agency accounts, managed assets | $180,098,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $367,264,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $142,793,000 | 76 |
| Other fiduciary accounts, managed assets | $40,977,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $30,230,000 | 260 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $550,000 | 56 |
| Non-managed Assets ($) | $793,282,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $2,662,000 | 398 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $89,510,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,656,000 | 83 |
| Other retirement accounts, non-managed assets | $1,057,000 | 553 |
| Corporate trust and agency accounts, non-managed assets | $632,418,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $11,767,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,672,000 | 80 |
| Other fiduciary accounts, non-managed assets | $1,540,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,996,000,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,050,000 | 406 |
| 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 | $2,351,034,000 | 110 |
| Managed Assets ($) | $1,502,030,000 | 110 |
| Personal trust and agency accounts, managed assets | $383,303,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,694,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $150,652,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $48,805,000 | 217 |
| Corporate trust and agency accounts, managed assets | $167,845,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $354,112,000 | 133 |
| Foundation and endowment trust and agency accounts, managed assets | $141,222,000 | 74 |
| Other fiduciary accounts, managed assets | $47,397,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $30,540,000 | 247 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $849,004,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $2,654,000 | 252 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,553,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,742,000 | 81 |
| Other retirement accounts, non-managed assets | $1,419,000 | 284 |
| Corporate trust and agency accounts, non-managed assets | $694,041,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $11,797,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,798,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,983,904,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,066,000 | 246 |
| 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 | $2,442,125,000 | 111 |
| Managed Assets ($) | $1,621,350,000 | 107 |
| Personal trust and agency accounts, managed assets | $421,341,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $224,958,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $161,168,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $50,896,000 | 220 |
| Corporate trust and agency accounts, managed assets | $171,414,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $383,101,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $160,843,000 | 75 |
| Other fiduciary accounts, managed assets | $47,629,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $31,640,000 | 249 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $820,775,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $3,061,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $90,869,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,113,000 | 81 |
| Other retirement accounts, non-managed assets | $1,488,000 | 281 |
| Corporate trust and agency accounts, non-managed assets | $656,398,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $11,771,000 | 97 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,075,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,035,593,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,432,000 | 244 |
| 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 | $2,500,762,000 | 109 |
| Managed Assets ($) | $1,708,297,000 | 99 |
| Personal trust and agency accounts, managed assets | $447,281,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,019,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $162,132,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $52,235,000 | 218 |
| Corporate trust and agency accounts, managed assets | $166,841,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $457,760,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $162,112,000 | 73 |
| Other fiduciary accounts, managed assets | $32,917,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,245,000 | 241 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $792,465,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $4,979,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $90,976,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,891,000 | 77 |
| Other retirement accounts, non-managed assets | $1,425,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $619,882,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $16,672,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,640,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,108,718,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,414,000 | 251 |
| 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 | $2,411,545,000 | 110 |
| Managed Assets ($) | $1,581,792,000 | 107 |
| Personal trust and agency accounts, managed assets | $429,967,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $218,299,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $160,280,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $53,226,000 | 218 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $521,262,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $170,014,000 | 69 |
| Other fiduciary accounts, managed assets | $28,744,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $33,358,000 | 253 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $550,000 | 58 |
| Non-managed Assets ($) | $829,753,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $5,150,000 | 335 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $87,152,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,939,000 | 78 |
| Other retirement accounts, non-managed assets | $1,405,000 | 549 |
| Corporate trust and agency accounts, non-managed assets | $686,693,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $215,000 | 320 |
| Foundation and endowment trust and agency accounts, non-managed assets | $199,000 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,153,299,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,530,000 | 398 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,388,779,000 | 108 |
| Managed Assets ($) | $1,591,115,000 | 104 |
| Personal trust and agency accounts, managed assets | $433,966,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $209,842,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $157,484,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $51,233,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $542,261,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $168,352,000 | 70 |
| Other fiduciary accounts, managed assets | $27,977,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,438,000 | 240 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $797,664,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $9,227,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $83,949,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,026,000 | 78 |
| Other retirement accounts, non-managed assets | $1,240,000 | 289 |
| Corporate trust and agency accounts, non-managed assets | $640,475,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $11,544,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $203,000 | 141 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,315,436,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,296,000 | 255 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,419,837,000 | 107 |
| Managed Assets ($) | $1,612,771,000 | 102 |
| Personal trust and agency accounts, managed assets | $450,386,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $215,024,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $175,080,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $50,428,000 | 219 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $523,848,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $171,740,000 | 69 |
| Other fiduciary accounts, managed assets | $26,265,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $32,695,000 | 237 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $807,066,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $4,986,000 | 232 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,314,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,297,000 | 84 |
| Other retirement accounts, non-managed assets | $42,579,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $670,555,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $11,329,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,170,582,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,440,000 | 257 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,351,682,000 | 107 |
| Managed Assets ($) | $1,581,072,000 | 103 |
| Personal trust and agency accounts, managed assets | $452,590,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,665,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $169,243,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $49,361,000 | 218 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $511,904,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $171,372,000 | 65 |
| Other fiduciary accounts, managed assets | $24,937,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $31,319,000 | 242 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $770,610,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $5,225,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,454,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,773,000 | 86 |
| Other retirement accounts, non-managed assets | $44,798,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $632,046,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $11,311,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,177,411,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,442,000 | 256 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,331,674,000 | 108 |
| Managed Assets ($) | $1,569,228,000 | 105 |
| Personal trust and agency accounts, managed assets | $441,719,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $200,854,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $166,512,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $51,095,000 | 212 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $494,384,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $189,940,000 | 59 |
| Other fiduciary accounts, managed assets | $24,724,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,660,000 | 259 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $762,446,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $4,961,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,320,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,625,000 | 86 |
| Other retirement accounts, non-managed assets | $43,226,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $628,010,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $11,300,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000 | 213 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,152,484,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,578,000 | 418 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,321,957,000 | 106 |
| Managed Assets ($) | $1,515,078,000 | 103 |
| Personal trust and agency accounts, managed assets | $418,193,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $193,516,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $159,121,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $50,807,000 | 201 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $479,563,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $190,161,000 | 58 |
| Other fiduciary accounts, managed assets | $23,717,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,114,000 | 232 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $806,879,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $5,438,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,957,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,260,000 | 88 |
| Other retirement accounts, non-managed assets | $39,568,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $678,384,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $11,270,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,139,338,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,315,000 | 257 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,343,179,000 | 105 |
| Managed Assets ($) | $1,470,766,000 | 101 |
| Personal trust and agency accounts, managed assets | $409,714,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,986,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $155,235,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $47,852,000 | 201 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $465,741,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $181,670,000 | 57 |
| Other fiduciary accounts, managed assets | $22,568,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,365,000 | 232 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $872,413,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $5,383,000 | 228 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,346,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,537,000 | 87 |
| Other retirement accounts, non-managed assets | $36,538,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $750,326,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $11,264,000 | 88 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,000 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,061,091,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,167,000 | 251 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,561,016,000 | 100 |
| Managed Assets ($) | $1,504,817,000 | 101 |
| Personal trust and agency accounts, managed assets | $439,716,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $215,452,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $155,371,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $49,182,000 | 196 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $427,523,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $195,126,000 | 57 |
| Other fiduciary accounts, managed assets | $22,447,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,442,000 | 231 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,056,199,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $5,418,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,955,000 | 162 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,548,000 | 87 |
| Other retirement accounts, non-managed assets | $38,303,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $932,689,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $11,265,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,000 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,912,785,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,955,000 | 255 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,290,085,000 | 103 |
| Managed Assets ($) | $1,442,273,000 | 100 |
| Personal trust and agency accounts, managed assets | $431,972,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,789,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $151,477,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $56,634,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $404,575,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | $187,108,000 | 55 |
| Other fiduciary accounts, managed assets | $21,718,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,723,000 | 243 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $847,812,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $5,338,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,126,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,330,000 | 91 |
| Other retirement accounts, non-managed assets | $36,670,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $729,066,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $11,273,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,000 | 206 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,853,931,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,295,000 | 456 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,284,729,000 | 103 |
| Managed Assets ($) | $1,422,951,000 | 100 |
| Personal trust and agency accounts, managed assets | $411,536,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,917,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $149,194,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $55,544,000 | 177 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $419,100,000 | 105 |
| Foundation and endowment trust and agency accounts, managed assets | $187,045,000 | 54 |
| Other fiduciary accounts, managed assets | $14,615,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,371,000 | 218 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $861,778,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $8,044,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,418,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,479,000 | 87 |
| Other retirement accounts, non-managed assets | $33,766,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $741,622,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $11,442,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,835,577,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,358,000 | 253 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,390,060,000 | 101 |
| Managed Assets ($) | $1,375,761,000 | 99 |
| Personal trust and agency accounts, managed assets | $411,637,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,277,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $138,554,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $53,537,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $407,468,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $169,973,000 | 54 |
| Other fiduciary accounts, managed assets | $12,315,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,539,000 | 212 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,014,299,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $7,614,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,974,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,423,000 | 85 |
| Other retirement accounts, non-managed assets | $30,655,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $894,199,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $7,626,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000 | 143 |
| Other fiduciary accounts, non-managed assets | $3,804,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,702,434,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,308,000 | 249 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,475,926,000 | 94 |
| Managed Assets ($) | $1,362,099,000 | 101 |
| Personal trust and agency accounts, managed assets | $425,614,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,915,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $132,777,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $53,852,000 | 173 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $387,727,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $178,991,000 | 55 |
| Other fiduciary accounts, managed assets | $12,223,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $29,130,000 | 214 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,113,827,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $5,241,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,487,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,757,000 | 81 |
| Other retirement accounts, non-managed assets | $31,662,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $838,387,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $19,198,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000 | 143 |
| Other fiduciary accounts, non-managed assets | $136,091,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,721,997,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,388,000 | 251 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,268,617,000 | 99 |
| Managed Assets ($) | $1,261,620,000 | 103 |
| Personal trust and agency accounts, managed assets | $406,291,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,923,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $120,869,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $55,357,000 | 159 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $352,938,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | $169,241,000 | 54 |
| Other fiduciary accounts, managed assets | $1,000 | 222 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,787,000 | 223 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,006,997,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $5,025,000 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,892,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,703,000 | 84 |
| Other retirement accounts, non-managed assets | $30,048,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $778,682,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $19,196,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,000 | 201 |
| Other fiduciary accounts, non-managed assets | $98,441,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,650,736,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,978,000 | 426 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,214,483,000 | 95 |
| Managed Assets ($) | $1,206,383,000 | 107 |
| Personal trust and agency accounts, managed assets | $381,538,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,704,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $139,913,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $54,401,000 | 160 |
| Corporate trust and agency accounts, managed assets | $2,914,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $327,010,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $159,903,000 | 56 |
| 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 | $30,198,000 | 201 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,008,100,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $5,831,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,880,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,581,000 | 99 |
| Other retirement accounts, non-managed assets | $29,784,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $925,516,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000 | 139 |
| Other fiduciary accounts, non-managed assets | $1,500,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,229,439,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,539,000 | 241 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,186,519,000 | 104 |
| Managed Assets ($) | $1,293,472,000 | 109 |
| Personal trust and agency accounts, managed assets | $413,516,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,772,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $156,924,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $59,083,000 | 156 |
| Corporate trust and agency accounts, managed assets | $2,858,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $334,876,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $177,443,000 | 54 |
| 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 | $35,624,000 | 195 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $893,047,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $6,255,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,836,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,424,000 | 99 |
| Other retirement accounts, non-managed assets | $31,633,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $804,878,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,000 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,284,235,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $4,880,000 | 241 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,182,048,000 | 101 |
| Managed Assets ($) | $1,315,968,000 | 100 |
| Personal trust and agency accounts, managed assets | $426,598,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $143,788,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $159,549,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $58,545,000 | 151 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $348,187,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $179,301,000 | 53 |
| 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 | $33,682,000 | 188 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $866,080,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $8,342,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,226,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,307,000 | 99 |
| Other retirement accounts, non-managed assets | $31,360,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $775,810,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,000 | 130 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,252,189,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,072,000 | 237 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,109,840,000 | 102 |
| Managed Assets ($) | $1,295,141,000 | 101 |
| Personal trust and agency accounts, managed assets | $415,651,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,084,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $154,639,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $60,504,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $337,733,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $184,530,000 | 50 |
| 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 | $32,983,000 | 193 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $814,699,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $8,083,000 | 283 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,062,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,344,000 | 111 |
| Other retirement accounts, non-managed assets | $30,459,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $728,713,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,000 | 187 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,030,106,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,306,000 | 417 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,096,695,000 | 102 |
| Managed Assets ($) | $1,218,317,000 | 103 |
| Personal trust and agency accounts, managed assets | $392,215,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,124,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $142,633,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $56,782,000 | 148 |
| Corporate trust and agency accounts, managed assets | $11,664,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $304,732,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | $177,167,000 | 52 |
| 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 | $32,149,000 | 180 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $878,378,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $7,542,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,034,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,901,000 | 95 |
| Other retirement accounts, non-managed assets | $28,374,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $780,849,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $13,629,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $49,000 | 130 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,030,819,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $5,872,000 | 219 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,003,145,000 | 100 |
| Managed Assets ($) | $1,138,123,000 | 102 |
| Personal trust and agency accounts, managed assets | $357,634,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,034,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $122,727,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $52,145,000 | 147 |
| Corporate trust and agency accounts, managed assets | $11,623,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $301,297,000 | 116 |
| Foundation and endowment trust and agency accounts, managed assets | $164,663,000 | 49 |
| 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 | $31,166,000 | 175 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $865,022,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $8,255,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,913,000 | 164 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,213,000 | 96 |
| Other retirement accounts, non-managed assets | $3,456,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $796,161,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $10,971,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $53,000 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,948,267,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,652,000 | 196 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,207,005,000 | 99 |
| Managed Assets ($) | $1,227,103,000 | 100 |
| Personal trust and agency accounts, managed assets | $388,145,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,522,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $133,499,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $51,931,000 | 155 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $342,343,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $176,663,000 | 49 |
| 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 | $28,707,000 | 181 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $979,902,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $10,769,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,018,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,253,000 | 96 |
| Other retirement accounts, non-managed assets | $3,958,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $908,913,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $10,934,000 | 66 |
| Foundation and endowment trust and agency accounts, non-managed assets | $57,000 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,967,349,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,400,000 | 188 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,105,828,000 | 102 |
| Managed Assets ($) | $1,179,095,000 | 101 |
| Personal trust and agency accounts, managed assets | $374,979,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,582,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $122,501,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $52,253,000 | 147 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $334,254,000 | 111 |
| Foundation and endowment trust and agency accounts, managed assets | $173,526,000 | 49 |
| 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 | $26,658,000 | 197 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $926,733,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $11,378,000 | 251 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,612,000 | 189 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,273,000 | 100 |
| Other retirement accounts, non-managed assets | $4,042,000 | 397 |
| Corporate trust and agency accounts, non-managed assets | $857,628,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $3,760,000 | 146 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,000 | 177 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,901,702,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,059,000 | 313 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,111,439,000 | 104 |
| Managed Assets ($) | $1,146,712,000 | 104 |
| Personal trust and agency accounts, managed assets | $477,748,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,536,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $106,004,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $52,245,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $392,179,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $964,727,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $11,231,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,278,000 | 164 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,738,000 | 98 |
| Other retirement accounts, non-managed assets | $5,142,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $892,338,000 | 34 |
| 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 | $1,882,828,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,110,319,000 | 104 |
| Managed Assets ($) | $1,037,937,000 | 109 |
| Personal trust and agency accounts, managed assets | $443,522,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $111,030,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $86,677,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $46,747,000 | 150 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $349,961,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,072,382,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $10,330,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,800,000 | 165 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,313,000 | 100 |
| Other retirement accounts, non-managed assets | $5,176,000 | 206 |
| Corporate trust and agency accounts, non-managed assets | $1,009,763,000 | 32 |
| 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 | $1,824,112,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,133,087,000 | 101 |
| Managed Assets ($) | $970,453,000 | 109 |
| Personal trust and agency accounts, managed assets | $410,619,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,477,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $79,377,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $44,461,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $326,519,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,162,634,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $7,896,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,406,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,585,000 | 99 |
| Other retirement accounts, non-managed assets | $4,893,000 | 206 |
| Corporate trust and agency accounts, non-managed assets | $1,106,854,000 | 31 |
| 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 | $1,903,905,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,320,195,000 | 101 |
| Managed Assets ($) | $1,100,713,000 | 103 |
| Personal trust and agency accounts, managed assets | $450,548,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $110,593,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $81,258,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $52,415,000 | 130 |
| Corporate trust and agency accounts, managed assets | $35,127,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $370,772,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,219,482,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $9,054,000 | 304 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,133,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,067,000 | 110 |
| Other retirement accounts, non-managed assets | $6,807,000 | 314 |
| Corporate trust and agency accounts, non-managed assets | $1,157,421,000 | 33 |
| 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 | $1,890,394,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,522,813,000 | 100 |
| Managed Assets ($) | $1,164,283,000 | 107 |
| Personal trust and agency accounts, managed assets | $515,913,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,725,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $87,431,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $52,235,000 | 147 |
| Corporate trust and agency accounts, managed assets | $34,046,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $358,933,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,358,530,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $16,434,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,284,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,522,000 | 119 |
| Other retirement accounts, non-managed assets | $28,059,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $1,271,231,000 | 33 |
| 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 | $1,895,557,000 | 84 |
| 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 | $2,576,187,000 | 103 |
| Managed Assets ($) | $1,196,969,000 | 111 |
| Personal trust and agency accounts, managed assets | $540,552,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,550,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $93,317,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $55,016,000 | 146 |
| Corporate trust and agency accounts, managed assets | $37,704,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $363,830,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,379,218,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $20,370,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,002,000 | 177 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,101,000 | 123 |
| Other retirement accounts, non-managed assets | $27,492,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $1,286,253,000 | 33 |
| 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 | $1,983,519,000 | 86 |
| 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 | $2,543,585,000 | 107 |
| Managed Assets ($) | $1,134,027,000 | 116 |
| Personal trust and agency accounts, managed assets | $571,339,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,779,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $94,750,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $53,903,000 | 149 |
| Corporate trust and agency accounts, managed assets | $42,535,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $264,721,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,409,558,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $19,398,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,941,000 | 179 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,249,000 | 127 |
| Other retirement accounts, non-managed assets | $25,644,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $1,318,326,000 | 32 |
| 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 | $1,994,191,000 | 87 |
| 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 | $2,589,088,000 | 105 |
| Managed Assets ($) | $1,181,702,000 | 115 |
| Personal trust and agency accounts, managed assets | $606,699,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,458,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $100,032,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $52,293,000 | 151 |
| Corporate trust and agency accounts, managed assets | $40,076,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $278,144,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,407,386,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $19,130,000 | 226 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,522,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,427,000 | 137 |
| Other retirement accounts, non-managed assets | $24,332,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $1,313,975,000 | 33 |
| 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 | $1,921,118,000 | 87 |
| 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 | $2,675,279,000 | 104 |
| Managed Assets ($) | $1,187,292,000 | 115 |
| Personal trust and agency accounts, managed assets | $611,506,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $103,758,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $102,023,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $51,636,000 | 152 |
| Corporate trust and agency accounts, managed assets | $38,114,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $280,255,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,487,987,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $20,847,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,998,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,667,000 | 123 |
| Other retirement accounts, non-managed assets | $23,221,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $1,395,254,000 | 30 |
| 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 | $1,817,769,000 | 88 |
| 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 | $2,913,935,000 | 100 |
| Managed Assets ($) | $1,188,275,000 | 120 |
| Personal trust and agency accounts, managed assets | $619,107,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,163,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $105,065,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $49,274,000 | 159 |
| Corporate trust and agency accounts, managed assets | $37,462,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $273,204,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,725,660,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $22,652,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,606,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,793,000 | 129 |
| Other retirement accounts, non-managed assets | $20,552,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $1,634,057,000 | 32 |
| 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 | $1,800,536,000 | 91 |
| 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 | $2,826,565,000 | 101 |
| Managed Assets ($) | $1,186,566,000 | 119 |
| Personal trust and agency accounts, managed assets | $615,601,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $102,446,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $102,222,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $50,197,000 | 150 |
| Corporate trust and agency accounts, managed assets | $37,319,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $278,781,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,639,999,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $19,810,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,783,000 | 182 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,491,000 | 130 |
| Other retirement accounts, non-managed assets | $18,927,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $1,554,988,000 | 33 |
| 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 | $1,757,653,000 | 92 |
| 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 | $2,738,264,000 | 102 |
| Managed Assets ($) | $1,160,044,000 | 118 |
| Personal trust and agency accounts, managed assets | $590,083,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $102,060,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $104,750,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $74,207,000 | 102 |
| Corporate trust and agency accounts, managed assets | $36,791,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $252,153,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,578,220,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $19,228,000 | 229 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,933,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,373,000 | 144 |
| Other retirement accounts, non-managed assets | $16,561,000 | 194 |
| Corporate trust and agency accounts, non-managed assets | $1,494,125,000 | 33 |
| 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 | $1,740,914,000 | 88 |
| 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 | $2,778,051,000 | 103 |
| Managed Assets ($) | $1,138,937,000 | 119 |
| Personal trust and agency accounts, managed assets | $556,088,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $103,915,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $110,283,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $79,152,000 | 102 |
| Corporate trust and agency accounts, managed assets | $36,359,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $253,140,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,639,114,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $14,810,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,561,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,805,000 | 134 |
| Other retirement accounts, non-managed assets | $11,161,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $1,564,777,000 | 36 |
| 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 | $1,693,993,000 | 91 |
| 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 | $2,896,503,000 | 106 |
| Managed Assets ($) | $1,087,391,000 | 124 |
| Personal trust and agency accounts, managed assets | $545,858,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $101,872,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $79,685,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $73,844,000 | 110 |
| Corporate trust and agency accounts, managed assets | $35,746,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $250,386,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,809,112,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $13,769,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,207,000 | 173 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,320,000 | 140 |
| Other retirement accounts, non-managed assets | $10,377,000 | 181 |
| Corporate trust and agency accounts, non-managed assets | $1,733,439,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,485,643,000 | 93 |
| 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 | $2,632,719,000 | 109 |
| Managed Assets ($) | $1,041,697,000 | 126 |
| Personal trust and agency accounts, managed assets | $549,734,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,550,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $75,466,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $59,753,000 | 123 |
| Corporate trust and agency accounts, managed assets | $35,487,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $267,707,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,591,022,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $15,221,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,108,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,821,000 | 134 |
| Other retirement accounts, non-managed assets | $8,914,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $1,514,958,000 | 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 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,454,663,000 | 93 |
| 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 | $2,636,931,000 | 108 |
| Managed Assets ($) | $1,058,079,000 | 121 |
| Personal trust and agency accounts, managed assets | $506,978,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,507,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $72,447,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $66,906,000 | 108 |
| Corporate trust and agency accounts, managed assets | $31,663,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $281,578,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,578,852,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $18,029,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,198,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,342,000 | 143 |
| Other retirement accounts, non-managed assets | $1,889,000 | 566 |
| Corporate trust and agency accounts, non-managed assets | $1,500,394,000 | 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 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $863,213,000 | 112 |
| 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 | $2,660,946,000 | 109 |
| Managed Assets ($) | $1,039,818,000 | 119 |
| Personal trust and agency accounts, managed assets | $506,448,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,712,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $66,610,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $60,864,000 | 114 |
| Corporate trust and agency accounts, managed assets | $33,484,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $284,700,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,621,128,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $18,689,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,879,000 | 169 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,071,000 | 124 |
| Other retirement accounts, non-managed assets | $6,013,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $1,533,476,000 | 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 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $717,449,000 | 115 |
| 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 | $2,728,300,000 | 107 |
| Managed Assets ($) | $971,823,000 | 122 |
| Personal trust and agency accounts, managed assets | $495,491,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,801,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $60,843,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $57,180,000 | 115 |
| Corporate trust and agency accounts, managed assets | $33,257,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $236,251,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,756,477,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $18,558,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,374,000 | 166 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,600,000 | 120 |
| Other retirement accounts, non-managed assets | $5,775,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $1,673,170,000 | 34 |
| 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 | $676,184,000 | 114 |
| 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 | $2,244,262,000 | 118 |
| Managed Assets ($) | $947,743,000 | 128 |
| Personal trust and agency accounts, managed assets | $508,347,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,538,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $58,567,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $54,203,000 | 117 |
| Corporate trust and agency accounts, managed assets | $31,457,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $209,630,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,000 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,296,519,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $18,113,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,808,000 | 169 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,300,000 | 122 |
| Other retirement accounts, non-managed assets | $6,084,000 | 217 |
| Corporate trust and agency accounts, non-managed assets | $1,215,214,000 | 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 | $680,409,000 | 120 |
| 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 | $2,253,337,000 | 121 |
| Managed Assets ($) | $976,001,000 | 122 |
| Personal trust and agency accounts, managed assets | $527,950,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,637,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $65,009,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $58,014,000 | 114 |
| Corporate trust and agency accounts, managed assets | $31,345,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $205,046,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,277,336,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $20,935,000 | 217 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,896,000 | 188 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,303,000 | 133 |
| Other retirement accounts, non-managed assets | $6,160,000 | 350 |
| Corporate trust and agency accounts, non-managed assets | $1,192,042,000 | 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 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $726,925,000 | 122 |
| 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 | $2,126,204,000 | 123 |
| Managed Assets ($) | $946,395,000 | 127 |
| Personal trust and agency accounts, managed assets | $505,236,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,070,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $61,923,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $65,279,000 | 99 |
| Corporate trust and agency accounts, managed assets | $31,270,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $200,617,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,179,809,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $19,434,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,059,000 | 169 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,105,000 | 130 |
| Other retirement accounts, non-managed assets | $5,953,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $1,098,258,000 | 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 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $907,555,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,984,656,000 | 127 |
| Managed Assets ($) | $925,769,000 | 129 |
| Personal trust and agency accounts, managed assets | $508,437,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,983,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $58,026,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $52,342,000 | 114 |
| Corporate trust and agency accounts, managed assets | $30,860,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $192,121,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,058,887,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $19,340,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,217,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,015,000 | 133 |
| Other retirement accounts, non-managed assets | $6,351,000 | 218 |
| Corporate trust and agency accounts, non-managed assets | $967,964,000 | 49 |
| 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 | $886,592,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,941,862,000 | 129 |
| Managed Assets ($) | $921,677,000 | 128 |
| Personal trust and agency accounts, managed assets | $510,466,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,853,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $57,629,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $50,996,000 | 111 |
| Corporate trust and agency accounts, managed assets | $31,223,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $188,510,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,020,185,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $18,981,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,942,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,078,000 | 136 |
| Other retirement accounts, non-managed assets | $15,940,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $920,244,000 | 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 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $828,215,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,662,636,000 | 145 |
| Managed Assets ($) | $900,956,000 | 136 |
| Personal trust and agency accounts, managed assets | $496,437,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,028,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $53,347,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $50,490,000 | 120 |
| Corporate trust and agency accounts, managed assets | $31,799,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $187,855,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $761,680,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $35,328,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,288,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,843,000 | 153 |
| Other retirement accounts, non-managed assets | $16,329,000 | 185 |
| Corporate trust and agency accounts, non-managed assets | $637,892,000 | 62 |
| 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 | $690,466,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,585,041,000 | 150 |
| Managed Assets ($) | $872,218,000 | 140 |
| Personal trust and agency accounts, managed assets | $480,516,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,066,000 | 99 |
| Employee benefit-defined benefit accounts, managed assets | $50,420,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $45,059,000 | 127 |
| Corporate trust and agency accounts, managed assets | $31,821,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $182,336,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $712,823,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $33,299,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,039,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,229,000 | 150 |
| Other retirement accounts, non-managed assets | $15,780,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $594,476,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $612,280,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,598,233,000 | 154 |
| Managed Assets ($) | $852,829,000 | 142 |
| Personal trust and agency accounts, managed assets | $473,685,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,565,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $47,020,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $41,829,000 | 136 |
| Corporate trust and agency accounts, managed assets | $32,248,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $177,482,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $745,404,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $32,734,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,422,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,499,000 | 153 |
| Other retirement accounts, non-managed assets | $15,375,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $630,374,000 | 64 |
| 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 | $605,347,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,618,051,000 | 148 |
| Managed Assets ($) | $812,352,000 | 145 |
| Personal trust and agency accounts, managed assets | $446,290,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,499,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $42,811,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $40,794,000 | 133 |
| Corporate trust and agency accounts, managed assets | $34,406,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $172,552,000 | 158 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $805,699,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $30,273,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,508,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,652,000 | 151 |
| Other retirement accounts, non-managed assets | $14,973,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $697,293,000 | 68 |
| 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 | $563,583,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,631,505,000 | 149 |
| Managed Assets ($) | $840,748,000 | 141 |
| Personal trust and agency accounts, managed assets | $460,447,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,372,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $43,108,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $44,125,000 | 129 |
| Corporate trust and agency accounts, managed assets | $35,549,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $181,147,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $790,757,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $32,238,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,653,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,968,000 | 170 |
| Other retirement accounts, non-managed assets | $16,440,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $677,458,000 | 67 |
| 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 | $577,062,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,860,755,000 | 129 |
| Managed Assets ($) | $871,016,000 | 136 |
| Personal trust and agency accounts, managed assets | $522,392,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $110,154,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $39,812,000 | 112 |
| Other employee benefit and retirement-related accounts, managed assets | $12,675,000 | 280 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $185,983,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $989,739,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $47,905,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $91,763,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,746,000 | 150 |
| Other retirement accounts, non-managed assets | $6,637,000 | 313 |
| Corporate trust and agency accounts, non-managed assets | $832,688,000 | 62 |
| 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 | $286,238,000 | 167 |
| 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 |