Home > Washington Trust Bank > Total Fiduciary and Related Assets
Washington Trust Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,691,544,000 | 88 |
| Managed Assets ($) | $4,696,065,000 | 81 |
| Personal trust and agency accounts, managed assets | $2,148,745,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,432,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $81,423,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $368,745,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $1,877,068,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $196,652,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $367,423,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $2,995,479,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $43,830,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $303,219,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $2,648,314,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $116,000 | 304 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $642,143,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,322,000 | 276 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,246,084,000 | 91 |
| Managed Assets ($) | $4,458,726,000 | 82 |
| Personal trust and agency accounts, managed assets | $2,035,345,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,502,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $74,716,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $336,495,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,806,081,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $184,587,000 | 97 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $334,789,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,787,358,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $40,975,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $302,363,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $2,442,267,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $1,753,000 | 160 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $607,805,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,900,000 | 179 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,264,606,000 | 87 |
| Managed Assets ($) | $4,469,332,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,995,006,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,907,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $80,985,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $337,757,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $1,847,678,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $185,999,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $336,069,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,795,274,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $42,557,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $287,568,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $2,463,280,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $1,739,000 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $130,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $622,661,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,376,000 | 202 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,760,911,000 | 96 |
| Managed Assets ($) | $4,050,080,000 | 88 |
| Personal trust and agency accounts, managed assets | $1,583,050,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,418,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $81,491,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $325,083,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,849,686,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $189,352,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $323,411,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,710,831,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $41,389,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $281,578,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $2,386,048,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $1,736,000 | 168 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $80,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $637,377,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,312,000 | 179 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,963,642,000 | 101 |
| Managed Assets ($) | $3,511,729,000 | 94 |
| Personal trust and agency accounts, managed assets | $1,540,866,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,313,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $80,909,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $299,641,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,396,574,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $174,426,000 | 101 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $297,993,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,451,913,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $41,527,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $266,652,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $2,141,977,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $1,707,000 | 168 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $50,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $597,879,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,092,000 | 181 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,007,042,000 | 79 |
| Managed Assets ($) | $3,528,747,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,579,149,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,913,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $88,308,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $309,704,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,324,217,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $207,456,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $308,060,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,478,295,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $43,762,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $273,947,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $2,158,569,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $1,967,000 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $50,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $618,641,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,739,000 | 194 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,665,375,000 | 79 |
| Managed Assets ($) | $3,789,832,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,651,641,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,632,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $100,529,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $338,096,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,448,960,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $228,974,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $336,451,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,875,543,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $47,553,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $450,148,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $2,375,798,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $1,994,000 | 146 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $50,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $664,083,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,717,000 | 153 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,683,217,000 | 81 |
| Managed Assets ($) | $3,804,704,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,619,118,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,791,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $110,357,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $349,068,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $1,483,027,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $221,343,000 | 83 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $347,419,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $2,878,513,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $62,727,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $334,371,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $2,479,171,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $2,194,000 | 224 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $50,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $760,037,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,949,000 | 212 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,463,828,000 | 79 |
| Managed Assets ($) | $3,684,952,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,588,353,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,736,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $110,788,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $333,939,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,422,959,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $208,177,000 | 81 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $332,286,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,778,876,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $59,778,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $330,253,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $2,385,317,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $2,392,000 | 145 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,086,000 | 98 |
| Other fiduciary accounts, non-managed assets | $50,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $745,111,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,194,000 | 148 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,340,784,000 | 79 |
| Managed Assets ($) | $3,633,743,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,607,628,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,937,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $111,148,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $328,444,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,356,439,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $208,147,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $326,787,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,707,041,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $30,664,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $320,636,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $2,352,203,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $2,394,000 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,094,000 | 106 |
| Other fiduciary accounts, non-managed assets | $50,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $773,236,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,058,000 | 172 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,118,403,000 | 79 |
| Managed Assets ($) | $3,524,256,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,563,715,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,179,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $107,960,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $313,612,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,316,730,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $201,060,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $311,951,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,594,147,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $29,553,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $303,561,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $2,257,535,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $2,398,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,050,000 | 97 |
| Other fiduciary accounts, non-managed assets | $50,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $776,617,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,885,000 | 153 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,947,731,000 | 82 |
| Managed Assets ($) | $3,415,610,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,497,834,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,867,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $117,888,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $305,701,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,277,040,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $197,280,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $304,036,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $2,532,121,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $32,083,000 | 172 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $286,993,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $2,209,873,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $2,313,000 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $809,000 | 136 |
| Other fiduciary accounts, non-managed assets | $50,000 | 109 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $688,387,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,345,000 | 226 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,586,563,000 | 79 |
| Managed Assets ($) | $3,246,902,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,434,305,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,545,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $116,044,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $278,255,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,213,482,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $186,271,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $276,586,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,339,661,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $28,034,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $261,742,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $2,046,902,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $2,217,000 | 142 |
| Foundation and endowment trust and agency accounts, non-managed assets | $716,000 | 108 |
| Other fiduciary accounts, non-managed assets | $50,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $649,835,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,420,000 | 163 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,459,746,000 | 78 |
| Managed Assets ($) | $3,295,979,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,430,939,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,719,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $115,548,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $266,386,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,283,638,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $180,749,000 | 78 |
| 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 | $264,713,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,163,767,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $28,469,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $228,851,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $1,903,501,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $2,209,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $687,000 | 115 |
| Other fiduciary accounts, non-managed assets | $50,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $648,188,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,511,000 | 182 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,105,743,000 | 78 |
| Managed Assets ($) | $3,151,694,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,352,980,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,154,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $112,857,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $239,377,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,262,481,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $166,845,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $236,798,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,954,049,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $22,949,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $214,083,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $1,713,651,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $2,750,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $566,000 | 114 |
| Other fiduciary accounts, non-managed assets | $50,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $680,425,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,674,000 | 171 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,449,987,000 | 77 |
| Managed Assets ($) | $3,352,548,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,432,020,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,945,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $111,330,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $271,475,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $1,332,423,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $186,355,000 | 79 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $268,771,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $2,097,439,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $22,142,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $232,539,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $1,839,186,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $2,861,000 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $661,000 | 148 |
| Other fiduciary accounts, non-managed assets | $50,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $768,685,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,296,000 | 238 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,139,261,000 | 85 |
| Managed Assets ($) | $3,131,263,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,377,787,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,165,000 | 150 |
| Employee benefit-defined benefit accounts, managed assets | $111,734,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $259,330,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,215,553,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $148,694,000 | 86 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $256,633,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,007,998,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $21,419,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $218,906,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $1,764,236,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $2,799,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $588,000 | 115 |
| Other fiduciary accounts, non-managed assets | $50,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $678,310,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,689,000 | 169 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,021,365,000 | 85 |
| Managed Assets ($) | $3,084,866,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,372,829,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,704,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $108,741,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $253,558,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,173,105,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $158,929,000 | 82 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $250,868,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,936,499,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $21,343,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $208,942,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $1,702,768,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $2,808,000 | 153 |
| Foundation and endowment trust and agency accounts, non-managed assets | $588,000 | 117 |
| Other fiduciary accounts, non-managed assets | $50,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $693,598,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,671,000 | 178 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,764,350,000 | 89 |
| Managed Assets ($) | $3,052,763,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,368,987,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,882,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $105,024,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $246,128,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,157,766,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $157,976,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $243,448,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,711,587,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $21,211,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $206,465,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $1,480,324,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $2,961,000 | 151 |
| Foundation and endowment trust and agency accounts, non-managed assets | $576,000 | 120 |
| Other fiduciary accounts, non-managed assets | $50,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $703,347,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,466,000 | 177 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,341,174,000 | 88 |
| Managed Assets ($) | $2,751,409,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,233,933,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,787,000 | 182 |
| Employee benefit-defined benefit accounts, managed assets | $99,452,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $229,074,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,018,616,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $154,547,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,402,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,589,765,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $22,869,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $194,915,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $1,368,328,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $3,074,000 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $529,000 | 158 |
| Other fiduciary accounts, non-managed assets | $50,000 | 121 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $646,607,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,876,000 | 246 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,575,385,000 | 87 |
| Managed Assets ($) | $2,890,404,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,307,642,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,840,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $102,430,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $240,498,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,057,367,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $163,627,000 | 78 |
| 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 | $237,834,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,684,981,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $20,282,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $217,959,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $1,442,971,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $3,136,000 | 149 |
| Foundation and endowment trust and agency accounts, non-managed assets | $582,000 | 125 |
| Other fiduciary accounts, non-managed assets | $50,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $727,170,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,517,000 | 177 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,431,138,000 | 90 |
| Managed Assets ($) | $2,793,611,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,269,448,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,847,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $94,010,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $233,128,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,014,393,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $158,785,000 | 80 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $230,469,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,637,527,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $21,437,000 | 164 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,972,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $1,402,557,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $3,051,000 | 147 |
| Foundation and endowment trust and agency accounts, non-managed assets | $460,000 | 127 |
| Other fiduciary accounts, non-managed assets | $50,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $664,560,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,260,000 | 176 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,415,207,000 | 91 |
| Managed Assets ($) | $2,807,382,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,276,311,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,490,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $96,815,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $231,869,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,017,692,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $160,205,000 | 78 |
| 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 | $229,214,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,607,825,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $19,401,000 | 170 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $206,267,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $1,378,594,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $3,050,000 | 149 |
| Foundation and endowment trust and agency accounts, non-managed assets | $463,000 | 125 |
| Other fiduciary accounts, non-managed assets | $50,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $664,369,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,225,000 | 176 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,347,069,000 | 90 |
| Managed Assets ($) | $2,725,347,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,237,705,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,885,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $100,583,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $228,726,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $980,015,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $160,433,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,073,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,621,722,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $41,930,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $209,315,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $111,231,000 | 67 |
| Other retirement accounts, non-managed assets | $1,257,967,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $682,000 | 276 |
| Foundation and endowment trust and agency accounts, non-managed assets | $547,000 | 163 |
| Other fiduciary accounts, non-managed assets | $50,000 | 130 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $615,830,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,342,000 | 218 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,242,615,000 | 89 |
| Managed Assets ($) | $2,660,836,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,238,052,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,882,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $99,327,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $219,451,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $930,586,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $155,538,000 | 78 |
| 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 | $216,798,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,581,779,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $44,147,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $313,923,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,217,540,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $5,581,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $538,000 | 128 |
| Other fiduciary accounts, non-managed assets | $50,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $590,207,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,787,000 | 157 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,963,475,000 | 90 |
| Managed Assets ($) | $2,449,868,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,109,959,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,377,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $98,592,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $193,516,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $872,907,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $161,517,000 | 77 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $190,862,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,513,607,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $44,236,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $308,627,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,154,676,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $5,498,000 | 130 |
| Foundation and endowment trust and agency accounts, non-managed assets | $520,000 | 128 |
| Other fiduciary accounts, non-managed assets | $50,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $537,966,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,488,000 | 154 |
| 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 | $3,867,596,000 | 91 |
| Managed Assets ($) | $2,382,836,000 | 88 |
| Personal trust and agency accounts, managed assets | $1,091,071,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,795,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $98,969,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $181,408,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $839,102,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $159,491,000 | 76 |
| 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 | $181,408,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,484,760,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $45,436,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $304,839,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,127,739,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $5,675,000 | 124 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,021,000 | 115 |
| Other fiduciary accounts, non-managed assets | $50,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $512,949,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,046,000 | 153 |
| 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 | $3,732,098,000 | 91 |
| Managed Assets ($) | $2,290,535,000 | 88 |
| Personal trust and agency accounts, managed assets | $1,083,692,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,732,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $96,544,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $170,017,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $778,634,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $148,916,000 | 78 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $170,017,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,441,563,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $42,526,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $298,987,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $1,085,942,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $5,706,000 | 159 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,352,000 | 83 |
| Other fiduciary accounts, non-managed assets | $50,000 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $457,873,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,518,000 | 205 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,644,095,000 | 90 |
| Managed Assets ($) | $2,196,780,000 | 86 |
| Personal trust and agency accounts, managed assets | $1,024,019,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,763,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $93,086,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $170,127,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $742,445,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $154,340,000 | 76 |
| 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 | $170,127,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,447,315,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $44,573,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $298,683,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $1,089,761,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $5,970,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,278,000 | 80 |
| Other fiduciary accounts, non-managed assets | $50,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $437,696,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,038,000 | 154 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,548,667,000 | 92 |
| Managed Assets ($) | $2,110,754,000 | 89 |
| Personal trust and agency accounts, managed assets | $977,484,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,714,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $89,504,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $163,022,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $724,891,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $143,139,000 | 76 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $163,022,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,437,913,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $97,181,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $293,180,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $1,033,242,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $6,014,000 | 124 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,246,000 | 80 |
| Other fiduciary accounts, non-managed assets | $50,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $420,395,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,801,000 | 159 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,507,342,000 | 92 |
| Managed Assets ($) | $2,092,072,000 | 90 |
| Personal trust and agency accounts, managed assets | $967,292,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,906,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $88,190,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $157,872,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $703,815,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $160,997,000 | 74 |
| 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 | $157,872,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,415,270,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $99,268,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $288,932,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $1,012,756,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $6,131,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,133,000 | 82 |
| Other fiduciary accounts, non-managed assets | $50,000 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $420,501,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,710,000 | 152 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,502,926,000 | 91 |
| Managed Assets ($) | $2,084,059,000 | 87 |
| Personal trust and agency accounts, managed assets | $952,617,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,951,000 | 200 |
| Employee benefit-defined benefit accounts, managed assets | $87,177,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $152,999,000 | 93 |
| Corporate trust and agency accounts, managed assets | $28,000 | 165 |
| Investment management and investment advisory agency accounts, managed assets | $714,034,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $162,253,000 | 73 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $152,999,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,418,867,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $99,361,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $285,680,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $993,167,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $6,207,000 | 164 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,396,000 | 83 |
| Other fiduciary accounts, non-managed assets | $25,056,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $383,033,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,797,000 | 208 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,433,315,000 | 90 |
| Managed Assets ($) | $2,031,637,000 | 85 |
| Personal trust and agency accounts, managed assets | $922,494,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,849,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $84,097,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $147,197,000 | 93 |
| Corporate trust and agency accounts, managed assets | $29,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $698,670,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $162,301,000 | 70 |
| 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 | $147,197,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,401,678,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $99,142,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $287,266,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $973,609,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $9,865,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,056,000 | 80 |
| Other fiduciary accounts, non-managed assets | $22,740,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $386,914,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,837,000 | 140 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,492,957,000 | 93 |
| Managed Assets ($) | $2,050,309,000 | 91 |
| Personal trust and agency accounts, managed assets | $904,496,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,244,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $86,748,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $153,461,000 | 96 |
| Corporate trust and agency accounts, managed assets | $29,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $720,365,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | $167,966,000 | 71 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $153,461,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,442,648,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $109,967,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $299,358,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $989,767,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $11,110,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,786,000 | 81 |
| Other fiduciary accounts, non-managed assets | $22,660,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $408,671,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,806,000 | 139 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,380,187,000 | 93 |
| Managed Assets ($) | $1,938,281,000 | 92 |
| Personal trust and agency accounts, managed assets | $796,739,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,706,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $87,483,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $150,786,000 | 98 |
| Corporate trust and agency accounts, managed assets | $26,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $710,413,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $170,128,000 | 70 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $150,786,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,441,906,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $111,427,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $306,996,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $1,001,586,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $11,470,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,427,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $453,820,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,243,000 | 140 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,312,941,000 | 92 |
| Managed Assets ($) | $1,894,814,000 | 92 |
| Personal trust and agency accounts, managed assets | $788,910,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,638,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $86,950,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $149,091,000 | 94 |
| Corporate trust and agency accounts, managed assets | $43,000 | 162 |
| Investment management and investment advisory agency accounts, managed assets | $680,698,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $165,484,000 | 70 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $149,091,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,418,127,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $112,299,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $296,934,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $468,000 | 160 |
| Other retirement accounts, non-managed assets | $983,083,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $11,832,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,511,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $366,495,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,762,000 | 166 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,209,072,000 | 93 |
| Managed Assets ($) | $1,823,480,000 | 93 |
| Personal trust and agency accounts, managed assets | $777,167,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,320,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $78,362,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $136,431,000 | 102 |
| Corporate trust and agency accounts, managed assets | $43,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $636,138,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $172,019,000 | 69 |
| 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 | $136,431,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,385,592,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $112,520,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $301,412,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $483,000 | 132 |
| Other retirement accounts, non-managed assets | $945,602,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $11,946,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,629,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $371,649,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,271,000 | 130 |
| 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 | $2,892,415,000 | 97 |
| Managed Assets ($) | $1,786,131,000 | 96 |
| Personal trust and agency accounts, managed assets | $762,691,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,324,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $79,502,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $134,002,000 | 100 |
| Corporate trust and agency accounts, managed assets | $53,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $617,258,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | $168,301,000 | 70 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $134,002,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,106,284,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $114,015,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,556,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $486,000 | 132 |
| Other retirement accounts, non-managed assets | $934,300,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $15,106,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,821,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $393,679,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,912,000 | 131 |
| 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 | $2,805,596,000 | 100 |
| Managed Assets ($) | $1,746,190,000 | 95 |
| Personal trust and agency accounts, managed assets | $753,504,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,129,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $78,409,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $124,608,000 | 100 |
| Corporate trust and agency accounts, managed assets | $1,306,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $599,016,000 | 89 |
| Foundation and endowment trust and agency accounts, managed assets | $162,218,000 | 68 |
| 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 | $124,608,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,059,406,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $108,586,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,945,000 | 179 |
| Employee benefit-defined benefit accounts, non-managed Assets | $457,000 | 133 |
| Other retirement accounts, non-managed assets | $892,322,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $19,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $14,739,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,338,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $374,086,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,876,000 | 138 |
| 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 | $2,390,045,000 | 106 |
| Managed Assets ($) | $1,725,314,000 | 96 |
| Personal trust and agency accounts, managed assets | $764,686,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,286,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $77,816,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $136,520,000 | 92 |
| Corporate trust and agency accounts, managed assets | $1,310,000 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $571,853,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | $158,469,000 | 67 |
| Other fiduciary accounts, managed assets | $2,374,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $136,520,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $664,731,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $104,587,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $164,646,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $450,000 | 167 |
| Other retirement accounts, non-managed assets | $367,199,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $16,000 | 226 |
| Investment management and advisory agency accounts, non-managed assets | $14,450,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,383,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,630,947,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $367,199,000 | 34 |
| 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 | $2,310,145,000 | 107 |
| Managed Assets ($) | $1,660,749,000 | 95 |
| Personal trust and agency accounts, managed assets | $765,599,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,893,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $76,220,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $130,510,000 | 90 |
| Corporate trust and agency accounts, managed assets | $1,312,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $551,649,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $120,224,000 | 71 |
| Other fiduciary accounts, managed assets | $2,342,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $130,510,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $649,396,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $106,970,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $162,012,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $461,000 | 129 |
| Other retirement accounts, non-managed assets | $354,614,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $12,872,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,457,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,410,084,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $354,614,000 | 34 |
| 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 | $2,222,310,000 | 109 |
| Managed Assets ($) | $1,580,126,000 | 98 |
| Personal trust and agency accounts, managed assets | $752,009,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,600,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $75,270,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $122,639,000 | 91 |
| Corporate trust and agency accounts, managed assets | $1,349,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $497,340,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $116,636,000 | 70 |
| Other fiduciary accounts, managed assets | $2,283,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $122,639,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $642,184,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $109,563,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,566,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $470,000 | 129 |
| Other retirement accounts, non-managed assets | $346,158,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $8,000 | 128 |
| Investment management and advisory agency accounts, non-managed assets | $20,001,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,418,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,509,301,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $346,158,000 | 35 |
| 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 | $2,225,784,000 | 108 |
| Managed Assets ($) | $1,578,465,000 | 98 |
| Personal trust and agency accounts, managed assets | $747,827,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,741,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $77,704,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $120,571,000 | 91 |
| Corporate trust and agency accounts, managed assets | $1,432,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $497,135,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | $119,136,000 | 71 |
| Other fiduciary accounts, managed assets | $1,919,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $120,571,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $647,319,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $111,981,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,240,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $469,000 | 130 |
| Other retirement accounts, non-managed assets | $350,037,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $6,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $19,958,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,628,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,728,400,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $350,037,000 | 35 |
| 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 | $2,160,855,000 | 107 |
| Managed Assets ($) | $1,544,266,000 | 96 |
| Personal trust and agency accounts, managed assets | $739,455,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,357,000 | 224 |
| Employee benefit-defined benefit accounts, managed assets | $74,900,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $115,456,000 | 91 |
| Corporate trust and agency accounts, managed assets | $170,000 | 156 |
| Investment management and investment advisory agency accounts, managed assets | $477,706,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $122,629,000 | 69 |
| Other fiduciary accounts, managed assets | $1,593,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $115,456,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $616,589,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $108,781,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $143,783,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $434,000 | 174 |
| Other retirement accounts, non-managed assets | $332,572,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $3,000 | 245 |
| Investment management and advisory agency accounts, non-managed assets | $19,209,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,807,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,606,650,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $332,572,000 | 34 |
| 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 | $2,044,048,000 | 110 |
| Managed Assets ($) | $1,435,175,000 | 99 |
| Personal trust and agency accounts, managed assets | $630,599,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,594,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $74,253,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $112,801,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $480,044,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | $123,185,000 | 68 |
| Other fiduciary accounts, managed assets | $1,699,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $112,801,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $608,873,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $98,693,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $144,656,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $470,000 | 130 |
| Other retirement accounts, non-managed assets | $334,916,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $17,941,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,196,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,688,077,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $334,916,000 | 32 |
| 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 | $1,929,317,000 | 112 |
| Managed Assets ($) | $1,345,146,000 | 100 |
| Personal trust and agency accounts, managed assets | $604,150,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,939,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $69,841,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $100,514,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $431,328,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | $125,025,000 | 65 |
| Other fiduciary accounts, managed assets | $1,349,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,514,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $584,171,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $92,030,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,174,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $461,000 | 127 |
| Other retirement accounts, non-managed assets | $325,093,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $3,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $17,710,000 | 73 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,700,000 | 62 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,547,431,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $325,093,000 | 33 |
| 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 | $1,931,843,000 | 112 |
| Managed Assets ($) | $1,341,570,000 | 102 |
| Personal trust and agency accounts, managed assets | $593,394,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,393,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $72,520,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $96,940,000 | 101 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $417,683,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | $143,334,000 | 62 |
| Other fiduciary accounts, managed assets | $1,306,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $96,940,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $590,273,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $92,359,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $139,498,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $441,000 | 132 |
| Other retirement accounts, non-managed assets | $326,991,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $4,000 | 128 |
| Investment management and advisory agency accounts, non-managed assets | $18,932,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,048,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,578,438,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $326,991,000 | 33 |
| 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 | $1,838,505,000 | 112 |
| Managed Assets ($) | $1,284,464,000 | 101 |
| Personal trust and agency accounts, managed assets | $586,237,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,053,000 | 191 |
| Employee benefit-defined benefit accounts, managed assets | $70,714,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $87,928,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $382,294,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $140,111,000 | 59 |
| Other fiduciary accounts, managed assets | $1,127,000 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,928,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $554,041,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $83,599,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,247,000 | 105 |
| Employee benefit-defined benefit accounts, non-managed Assets | $434,000 | 174 |
| Other retirement accounts, non-managed assets | $314,404,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 275 |
| Investment management and advisory agency accounts, non-managed assets | $18,101,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,254,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,347,985,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $314,404,000 | 29 |
| 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 | $1,781,554,000 | 114 |
| Managed Assets ($) | $1,284,276,000 | 102 |
| Personal trust and agency accounts, managed assets | $598,558,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,099,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $57,596,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $86,511,000 | 105 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $380,341,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | $143,356,000 | 59 |
| Other fiduciary accounts, managed assets | $1,815,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,511,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $497,278,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $58,122,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,291,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $400,000 | 136 |
| Other retirement accounts, non-managed assets | $295,173,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $3,000 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $15,654,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,635,000 | 62 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,265,793,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $295,173,000 | 29 |
| 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 | $1,902,552,000 | 111 |
| Managed Assets ($) | $1,386,646,000 | 101 |
| Personal trust and agency accounts, managed assets | $675,877,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,623,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $62,421,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $90,867,000 | 109 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $388,189,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | $149,871,000 | 57 |
| Other fiduciary accounts, managed assets | $1,798,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,867,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $515,906,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $39,258,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,709,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $412,000 | 137 |
| Other retirement accounts, non-managed assets | $312,541,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $4,000 | 127 |
| Investment management and advisory agency accounts, non-managed assets | $18,729,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,253,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,209,840,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $312,541,000 | 28 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,894,597,000 | 112 |
| Managed Assets ($) | $1,415,153,000 | 97 |
| Personal trust and agency accounts, managed assets | $694,463,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,197,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $63,109,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $92,801,000 | 103 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $396,726,000 | 104 |
| Foundation and endowment trust and agency accounts, managed assets | $149,116,000 | 58 |
| Other fiduciary accounts, managed assets | $1,741,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $92,801,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $479,444,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $38,958,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $127,010,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $402,000 | 139 |
| Other retirement accounts, non-managed assets | $301,873,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $12,000 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,189,000 | 62 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,455,880,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $301,873,000 | 27 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,695,524,000 | 117 |
| Managed Assets ($) | $1,293,316,000 | 102 |
| Personal trust and agency accounts, managed assets | $620,818,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,686,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $11,362,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $38,637,000 | 204 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $392,957,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | $86,411,000 | 72 |
| Other fiduciary accounts, managed assets | $11,445,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $38,637,000 | 173 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $402,208,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $34,472,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,616,000 | 169 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,286,000 | 62 |
| Other retirement accounts, non-managed assets | $231,466,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 305 |
| Investment management and advisory agency accounts, non-managed assets | $9,367,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,424,295,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $231,466,000 | 33 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,644,021,000 | 117 |
| Managed Assets ($) | $1,253,925,000 | 100 |
| Personal trust and agency accounts, managed assets | $606,735,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $124,039,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $10,288,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $37,206,000 | 195 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $82,811,000 | 240 |
| Foundation and endowment trust and agency accounts, managed assets | $381,429,000 | 31 |
| Other fiduciary accounts, managed assets | $11,417,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $37,206,000 | 167 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $390,096,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $35,363,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,627,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,745,000 | 64 |
| Other retirement accounts, non-managed assets | $224,982,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 151 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,378,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,155,254,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $224,982,000 | 30 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,576,181,000 | 117 |
| Managed Assets ($) | $1,199,018,000 | 97 |
| Personal trust and agency accounts, managed assets | $566,096,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,650,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $9,925,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $35,403,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $77,610,000 | 245 |
| Foundation and endowment trust and agency accounts, managed assets | $385,443,000 | 29 |
| Other fiduciary accounts, managed assets | $10,891,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $35,403,000 | 162 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $377,163,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $28,558,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $35,619,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,492,000 | 65 |
| Other retirement accounts, non-managed assets | $227,932,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 153 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,561,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,171,090,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $227,932,000 | 29 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,682,888,000 | 114 |
| Managed Assets ($) | $1,298,131,000 | 95 |
| Personal trust and agency accounts, managed assets | $572,761,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $117,073,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $21,626,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $36,520,000 | 193 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $80,293,000 | 246 |
| Foundation and endowment trust and agency accounts, managed assets | $458,234,000 | 28 |
| Other fiduciary accounts, managed assets | $11,624,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $36,520,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $384,757,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $26,403,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,074,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,067,000 | 66 |
| Other retirement accounts, non-managed assets | $229,857,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 150 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,354,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $953,472,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $229,857,000 | 29 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,615,222,000 | 116 |
| Managed Assets ($) | $1,264,066,000 | 97 |
| Personal trust and agency accounts, managed assets | $555,820,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,794,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $21,436,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $34,110,000 | 202 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $75,742,000 | 271 |
| Foundation and endowment trust and agency accounts, managed assets | $451,233,000 | 29 |
| Other fiduciary accounts, managed assets | $11,931,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $34,110,000 | 170 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $351,156,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $22,962,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,444,000 | 173 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,257,000 | 68 |
| Other retirement accounts, non-managed assets | $204,166,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $2,000 | 320 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,325,000 | 92 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $924,836,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $204,166,000 | 33 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,595,391,000 | 119 |
| Managed Assets ($) | $1,273,547,000 | 95 |
| Personal trust and agency accounts, managed assets | $605,586,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,498,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $58,619,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $72,753,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $527,091,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $321,844,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $39,946,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,579,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,094,000 | 93 |
| Other retirement accounts, non-managed assets | $176,225,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| 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 | $755,255,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,503,949,000 | 120 |
| Managed Assets ($) | $1,205,690,000 | 96 |
| Personal trust and agency accounts, managed assets | $579,563,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,707,000 | 206 |
| Employee benefit-defined benefit accounts, managed assets | $54,362,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $62,326,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $500,732,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $298,259,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $37,805,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $69,861,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,414,000 | 96 |
| Other retirement accounts, non-managed assets | $166,179,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $625,450,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,436,716,000 | 120 |
| Managed Assets ($) | $1,166,837,000 | 96 |
| Personal trust and agency accounts, managed assets | $551,874,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,507,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $49,753,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $57,788,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $496,915,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $269,879,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $35,991,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,703,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,344,000 | 95 |
| Other retirement accounts, non-managed assets | $150,841,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $733,277,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | 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 | $1,465,996,000 | 125 |
| Managed Assets ($) | $1,195,050,000 | 97 |
| Personal trust and agency accounts, managed assets | $570,782,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,971,000 | 318 |
| Employee benefit-defined benefit accounts, managed assets | $52,610,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $59,850,000 | 118 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $505,837,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $270,946,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $38,473,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,669,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,624,000 | 104 |
| Other retirement accounts, non-managed assets | $150,180,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| 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 | $796,750,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | 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 | $1,536,463,000 | 127 |
| Managed Assets ($) | $1,231,233,000 | 104 |
| Personal trust and agency accounts, managed assets | $607,861,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,555,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $51,773,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $64,223,000 | 120 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $493,821,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $305,230,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $44,366,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $70,951,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,667,000 | 97 |
| Other retirement accounts, non-managed assets | $161,246,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| 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 | $856,674,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,657,165,000 | 125 |
| Managed Assets ($) | $1,332,679,000 | 103 |
| Personal trust and agency accounts, managed assets | $682,634,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,432,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $56,032,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $68,185,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $511,396,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $324,486,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $47,596,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,496,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,246,000 | 99 |
| Other retirement accounts, non-managed assets | $168,148,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,017,332,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,692,755,000 | 129 |
| Managed Assets ($) | $1,358,134,000 | 106 |
| Personal trust and agency accounts, managed assets | $696,900,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,660,000 | 206 |
| Employee benefit-defined benefit accounts, managed assets | $56,200,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $68,301,000 | 123 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $522,073,000 | 102 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $334,621,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $59,011,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,920,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,036,000 | 104 |
| Other retirement accounts, non-managed assets | $166,654,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,046,770,000 | 102 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,603,737,000 | 136 |
| Managed Assets ($) | $1,271,781,000 | 109 |
| Personal trust and agency accounts, managed assets | $720,861,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,730,000 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $59,228,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $77,207,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $399,755,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $331,956,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $51,127,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,276,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,033,000 | 106 |
| Other retirement accounts, non-managed assets | $168,520,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,117,769,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,622,856,000 | 136 |
| Managed Assets ($) | $1,280,102,000 | 111 |
| Personal trust and agency accounts, managed assets | $725,951,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,370,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $60,120,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $70,555,000 | 125 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $408,106,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $342,754,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $52,800,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $82,440,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,100,000 | 106 |
| Other retirement accounts, non-managed assets | $169,414,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,082,533,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,562,979,000 | 145 |
| Managed Assets ($) | $1,220,363,000 | 118 |
| Personal trust and agency accounts, managed assets | $691,716,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,038,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $59,175,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $65,155,000 | 127 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $391,279,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $342,616,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $59,411,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $79,658,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,268,000 | 107 |
| Other retirement accounts, non-managed assets | $166,279,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $982,557,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,520,504,000 | 144 |
| Managed Assets ($) | $1,192,804,000 | 118 |
| Personal trust and agency accounts, managed assets | $681,112,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,497,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $57,759,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $60,715,000 | 129 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $384,721,000 | 123 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $327,700,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $55,531,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,447,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,717,000 | 106 |
| Other retirement accounts, non-managed assets | $161,005,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $918,590,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,464,483,000 | 144 |
| Managed Assets ($) | $1,150,617,000 | 119 |
| Personal trust and agency accounts, managed assets | $664,681,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,290,000 | 322 |
| Employee benefit-defined benefit accounts, managed assets | $57,270,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $60,238,000 | 129 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $359,138,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $313,866,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $54,690,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $70,127,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,500,000 | 109 |
| Other retirement accounts, non-managed assets | $153,549,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $845,297,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,429,414,000 | 148 |
| Managed Assets ($) | $1,129,705,000 | 122 |
| Personal trust and agency accounts, managed assets | $615,395,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,736,000 | 240 |
| Employee benefit-defined benefit accounts, managed assets | $54,158,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $57,118,000 | 135 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $395,298,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $299,709,000 | 153 |
| Personal trust and agency accounts, non-managed assets | $54,034,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,426,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,402,000 | 108 |
| Other retirement accounts, non-managed assets | $142,847,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| 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 | $795,847,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,225,447,000 | 167 |
| Managed Assets ($) | $1,020,039,000 | 128 |
| Personal trust and agency accounts, managed assets | $579,992,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,511,000 | 245 |
| Employee benefit-defined benefit accounts, managed assets | $52,455,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $53,240,000 | 144 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $326,841,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $205,408,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $41,325,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,233,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,841,000 | 122 |
| Other retirement accounts, non-managed assets | $134,009,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $748,202,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,264,973,000 | 163 |
| Managed Assets ($) | $1,016,053,000 | 128 |
| Personal trust and agency accounts, managed assets | $573,016,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,048,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $53,617,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $52,344,000 | 142 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $329,028,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $248,920,000 | 179 |
| Personal trust and agency accounts, non-managed assets | $55,229,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,165,000 | 261 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,992,000 | 101 |
| Other retirement accounts, non-managed assets | $133,534,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $728,819,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,352,422,000 | 154 |
| Managed Assets ($) | $953,481,000 | 136 |
| Personal trust and agency accounts, managed assets | $526,910,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,870,000 | 359 |
| Employee benefit-defined benefit accounts, managed assets | $52,358,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $49,593,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $316,750,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $398,941,000 | 149 |
| Personal trust and agency accounts, non-managed assets | $54,989,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,408,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,196,000 | 71 |
| Other retirement accounts, non-managed assets | $129,348,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| 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 | $675,218,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,288,639,000 | 160 |
| Managed Assets ($) | $883,627,000 | 141 |
| Personal trust and agency accounts, managed assets | $477,095,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,783,000 | 246 |
| Employee benefit-defined benefit accounts, managed assets | $48,652,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $46,875,000 | 141 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $303,222,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $405,012,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $79,852,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,194,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,425,000 | 73 |
| Other retirement accounts, non-managed assets | $115,541,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $667,514,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | 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 | $1,200,904,000 | 159 |
| Managed Assets ($) | $845,495,000 | 143 |
| Personal trust and agency accounts, managed assets | $474,303,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,316,000 | 253 |
| Employee benefit-defined benefit accounts, managed assets | $44,570,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $39,316,000 | 153 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $279,990,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $355,409,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $58,057,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,952,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $150,564,000 | 71 |
| Other retirement accounts, non-managed assets | $91,836,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| 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 | $640,632,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | 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 | $1,068,632,000 | 173 |
| Managed Assets ($) | $746,321,000 | 163 |
| Personal trust and agency accounts, managed assets | $428,721,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,906,000 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $43,745,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $37,188,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $228,761,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $322,311,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $37,982,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,303,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,465,000 | 75 |
| Other retirement accounts, non-managed assets | $81,561,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| 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 | $566,509,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | 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 | $1,016,187,000 | 179 |
| Managed Assets ($) | $703,759,000 | 163 |
| Personal trust and agency accounts, managed assets | $424,238,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,080,000 | 365 |
| Employee benefit-defined benefit accounts, managed assets | $42,944,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $37,313,000 | 161 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $191,184,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $312,428,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $42,733,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,050,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,672,000 | 76 |
| Other retirement accounts, non-managed assets | $63,973,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| 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 | $583,919,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,080,146,000 | 173 |
| Managed Assets ($) | $617,519,000 | 172 |
| Personal trust and agency accounts, managed assets | $371,509,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,471,000 | 259 |
| Employee benefit-defined benefit accounts, managed assets | $37,834,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $34,895,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $165,810,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $462,627,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $46,213,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,942,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $319,654,000 | 56 |
| Other retirement accounts, non-managed assets | $47,818,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| 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 | $531,440,000 | 136 |
| 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 | $1,037,022,000 | 174 |
| Managed Assets ($) | $601,188,000 | 175 |
| Personal trust and agency accounts, managed assets | $360,701,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,491,000 | 262 |
| Employee benefit-defined benefit accounts, managed assets | $37,214,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $43,007,000 | 139 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $152,775,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $435,834,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $34,232,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,518,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $325,518,000 | 56 |
| Other retirement accounts, non-managed assets | $27,566,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $495,433,000 | 139 |
| 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 | $1,011,467,000 | 176 |
| Managed Assets ($) | $565,158,000 | 184 |
| Personal trust and agency accounts, managed assets | $349,062,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,464,000 | 269 |
| Employee benefit-defined benefit accounts, managed assets | $37,320,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $31,317,000 | 175 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $139,995,000 | 193 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $446,309,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $39,452,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,943,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $328,602,000 | 57 |
| Other retirement accounts, non-managed assets | $30,312,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $509,855,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | 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 | $985,577,000 | 182 |
| Managed Assets ($) | $545,728,000 | 187 |
| Personal trust and agency accounts, managed assets | $343,414,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,197,000 | 393 |
| Employee benefit-defined benefit accounts, managed assets | $36,779,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $31,020,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $127,318,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $439,849,000 | 151 |
| Personal trust and agency accounts, non-managed assets | $42,511,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,576,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $324,429,000 | 61 |
| Other retirement accounts, non-managed assets | $26,333,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| 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 | $501,214,000 | 143 |
| 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 | $915,592,000 | 190 |
| Managed Assets ($) | $509,122,000 | 195 |
| Personal trust and agency accounts, managed assets | $323,256,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,662,000 | 279 |
| Employee benefit-defined benefit accounts, managed assets | $34,562,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $26,706,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $117,936,000 | 205 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $406,470,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $33,271,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,243,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $307,171,000 | 63 |
| Other retirement accounts, non-managed assets | $22,785,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| 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 | $471,177,000 | 149 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | 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 | $914,571,000 | 194 |
| Managed Assets ($) | $547,508,000 | 193 |
| Personal trust and agency accounts, managed assets | $322,682,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,496,000 | 149 |
| Employee benefit-defined benefit accounts, managed assets | $36,425,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $26,647,000 | 187 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $115,258,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $367,063,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $42,009,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,730,000 | 317 |
| Employee benefit-defined benefit accounts, non-managed Assets | $302,036,000 | 63 |
| Other retirement accounts, non-managed assets | $21,288,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| 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 | $457,446,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | 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 | $894,516,000 | 199 |
| Managed Assets ($) | $527,597,000 | 189 |
| Personal trust and agency accounts, managed assets | $311,417,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,271,000 | 142 |
| Employee benefit-defined benefit accounts, managed assets | $32,792,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $24,432,000 | 190 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $108,685,000 | 204 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $366,919,000 | 167 |
| Personal trust and agency accounts, non-managed assets | $65,465,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,850,000 | 326 |
| Employee benefit-defined benefit accounts, non-managed Assets | $278,185,000 | 66 |
| Other retirement accounts, non-managed assets | $21,419,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| 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 | $356,937,000 | 169 |
| 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 | $913,686,000 | 197 |
| Managed Assets ($) | $540,224,000 | 189 |
| Personal trust and agency accounts, managed assets | $319,294,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,195,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $34,721,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $23,248,000 | 208 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $108,766,000 | 208 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $373,462,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $63,058,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,662,000 | 464 |
| Employee benefit-defined benefit accounts, non-managed Assets | $285,500,000 | 69 |
| Other retirement accounts, non-managed assets | $21,242,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $364,603,000 | 169 |
| 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 | $994,085,000 | 170 |
| Managed Assets ($) | $573,904,000 | 172 |
| Personal trust and agency accounts, managed assets | $293,543,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,718,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $50,372,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $28,261,000 | 174 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $112,010,000 | 194 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $420,181,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $65,470,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,663,000 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $322,500,000 | 56 |
| Other retirement accounts, non-managed assets | $23,548,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $374,037,000 | 149 |
| 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 |