Home > Whitney National Bank > Total Fiduciary and Related Assets
Whitney National Bank, Total Fiduciary and Related Assets
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,631,950,000 | 91 |
| Managed Assets ($) | $2,258,086,000 | 74 |
| Personal trust and agency accounts, managed assets | $323,623,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,588,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $238,791,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $135,728,000 | 75 |
| Corporate trust and agency accounts, managed assets | $1,183,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,159,631,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $275,732,000 | 41 |
| Other fiduciary accounts, managed assets | $85,810,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $110,020,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $373,864,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $20,782,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $213,749,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,969,000 | 64 |
| Other retirement accounts, non-managed assets | $6,199,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $45,000 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,431,000 | 36 |
| Other fiduciary accounts, non-managed assets | $25,689,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $794,875,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $6,199,000 | 219 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,563,683,000 | 93 |
| Managed Assets ($) | $2,202,627,000 | 75 |
| Personal trust and agency accounts, managed assets | $285,870,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,399,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $229,373,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $132,421,000 | 74 |
| Corporate trust and agency accounts, managed assets | $822,000 | 132 |
| Investment management and investment advisory agency accounts, managed assets | $1,134,109,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $297,840,000 | 39 |
| Other fiduciary accounts, managed assets | $85,793,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $107,039,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $361,056,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $50,246,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $201,497,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,902,000 | 66 |
| Other retirement accounts, non-managed assets | $6,247,000 | 316 |
| Corporate trust and agency accounts, non-managed assets | $60,000 | 260 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $25,104,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $805,760,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $6,247,000 | 382 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,464,795,000 | 93 |
| Managed Assets ($) | $2,120,904,000 | 72 |
| Personal trust and agency accounts, managed assets | $272,996,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,213,000 | 133 |
| Employee benefit-defined benefit accounts, managed assets | $194,676,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $127,067,000 | 73 |
| Corporate trust and agency accounts, managed assets | $828,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,126,137,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $281,979,000 | 39 |
| Other fiduciary accounts, managed assets | $83,008,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $102,023,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $343,891,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $48,939,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,506,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,660,000 | 65 |
| Other retirement accounts, non-managed assets | $6,190,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $60,000 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $26,536,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $788,024,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $6,189,000 | 213 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,379,803,000 | 93 |
| Managed Assets ($) | $2,053,135,000 | 72 |
| Personal trust and agency accounts, managed assets | $259,543,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,494,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $179,687,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $123,575,000 | 72 |
| Corporate trust and agency accounts, managed assets | $1,646,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $1,098,241,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $270,257,000 | 36 |
| Other fiduciary accounts, managed assets | $88,692,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $98,009,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $326,668,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $46,491,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,948,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,581,000 | 66 |
| Other retirement accounts, non-managed assets | $7,006,000 | 183 |
| Corporate trust and agency accounts, non-managed assets | $60,000 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $28,582,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $760,979,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $7,005,000 | 203 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,478,926,000 | 95 |
| Managed Assets ($) | $2,122,435,000 | 74 |
| Personal trust and agency accounts, managed assets | $266,873,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,726,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $188,549,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $126,628,000 | 72 |
| Corporate trust and agency accounts, managed assets | $1,599,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $1,147,570,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $269,228,000 | 37 |
| Other fiduciary accounts, managed assets | $88,262,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $98,869,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $356,491,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $49,604,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $192,463,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,007,000 | 67 |
| Other retirement accounts, non-managed assets | $10,144,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $30,183,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $759,687,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $10,596,000 | 168 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,502,246,000 | 94 |
| Managed Assets ($) | $2,171,087,000 | 70 |
| Personal trust and agency accounts, managed assets | $268,346,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,306,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $182,032,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $130,649,000 | 68 |
| Corporate trust and agency accounts, managed assets | $1,073,000 | 118 |
| Investment management and investment advisory agency accounts, managed assets | $1,142,847,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $268,146,000 | 37 |
| Other fiduciary accounts, managed assets | $145,688,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $98,869,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $331,159,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $47,410,000 | 110 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $174,795,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,353,000 | 70 |
| Other retirement accounts, non-managed assets | $10,597,000 | 227 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 274 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $25,914,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $772,426,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $10,596,000 | 278 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,469,912,000 | 95 |
| Managed Assets ($) | $2,148,381,000 | 71 |
| Personal trust and agency accounts, managed assets | $318,370,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,010,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $174,642,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $128,267,000 | 69 |
| Corporate trust and agency accounts, managed assets | $1,068,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $1,336,874,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $158,150,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $321,531,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $45,331,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $165,426,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,878,000 | 67 |
| Other retirement accounts, non-managed assets | $11,407,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $26,399,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $864,935,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,357,007,000 | 96 |
| Managed Assets ($) | $2,066,621,000 | 71 |
| Personal trust and agency accounts, managed assets | $306,594,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,505,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $151,980,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $121,843,000 | 67 |
| Corporate trust and agency accounts, managed assets | $1,582,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $1,289,033,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $168,084,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $290,386,000 | 132 |
| Personal trust and agency accounts, non-managed assets | $42,852,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,954,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,689,000 | 68 |
| Other retirement accounts, non-managed assets | $11,551,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 140 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $25,250,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $814,814,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,404,950,000 | 97 |
| Managed Assets ($) | $2,135,722,000 | 69 |
| Personal trust and agency accounts, managed assets | $297,145,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,015,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $137,668,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $115,971,000 | 67 |
| Corporate trust and agency accounts, managed assets | $1,556,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,374,957,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $183,410,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $269,228,000 | 130 |
| Personal trust and agency accounts, non-managed assets | $40,807,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $135,324,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,747,000 | 68 |
| Other retirement accounts, non-managed assets | $11,883,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 139 |
| 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 | $23,377,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $840,241,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,463,151,000 | 98 |
| Managed Assets ($) | $2,176,272,000 | 71 |
| Personal trust and agency accounts, managed assets | $291,480,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,891,000 | 152 |
| Employee benefit-defined benefit accounts, managed assets | $147,038,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $121,629,000 | 67 |
| Corporate trust and agency accounts, managed assets | $12,450,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $1,454,452,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $122,332,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $286,879,000 | 133 |
| Personal trust and agency accounts, non-managed assets | $43,884,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $143,664,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,657,000 | 77 |
| Other retirement accounts, non-managed assets | $15,027,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 283 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $22,557,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $904,187,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,536,479,000 | 99 |
| Managed Assets ($) | $2,215,747,000 | 76 |
| Personal trust and agency accounts, managed assets | $295,079,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,605,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $134,653,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $121,815,000 | 75 |
| Corporate trust and agency accounts, managed assets | $12,061,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $1,513,344,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $111,190,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $320,732,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $41,841,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,118,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,518,000 | 79 |
| Other retirement accounts, non-managed assets | $13,242,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 151 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $30,923,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,105,569,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,292,801,000 | 107 |
| Managed Assets ($) | $1,962,834,000 | 87 |
| Personal trust and agency accounts, managed assets | $308,032,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,480,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $134,082,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $126,056,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $1,235,305,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $129,879,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $329,967,000 | 137 |
| Personal trust and agency accounts, non-managed assets | $41,844,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,789,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,532,000 | 83 |
| Other retirement accounts, non-managed assets | $13,588,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 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 | $32,124,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,126,152,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,323,536,000 | 111 |
| Managed Assets ($) | $1,985,078,000 | 87 |
| Personal trust and agency accounts, managed assets | $320,614,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,204,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $136,843,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $129,116,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,199,590,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $169,711,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $338,458,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $42,084,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,521,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,040,000 | 87 |
| Other retirement accounts, non-managed assets | $13,688,000 | 157 |
| Corporate trust and agency accounts, non-managed assets | $90,000 | 154 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $33,035,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,191,989,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,412,325,000 | 112 |
| Managed Assets ($) | $2,068,049,000 | 84 |
| Personal trust and agency accounts, managed assets | $342,350,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,410,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $143,217,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $129,552,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $1,239,649,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $182,871,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $344,276,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $35,963,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $190,403,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,728,000 | 91 |
| Other retirement accounts, non-managed assets | $17,938,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $157,000 | 268 |
| 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 | $34,087,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,187,266,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,301,957,000 | 113 |
| Managed Assets ($) | $1,955,101,000 | 87 |
| Personal trust and agency accounts, managed assets | $348,380,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,158,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $148,324,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $126,562,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $1,175,850,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $125,827,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $346,856,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $38,440,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $189,047,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,094,000 | 90 |
| Other retirement accounts, non-managed assets | $18,525,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $437,000 | 143 |
| 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 | $35,313,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,286,127,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,400,746,000 | 118 |
| Managed Assets ($) | $1,983,509,000 | 89 |
| Personal trust and agency accounts, managed assets | $345,825,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,665,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $154,181,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $124,822,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $1,199,060,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $129,956,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $417,237,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $36,643,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $240,033,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,871,000 | 92 |
| Other retirement accounts, non-managed assets | $40,261,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $1,298,000 | 132 |
| 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 | $35,131,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,388,422,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,365,516,000 | 114 |
| Managed Assets ($) | $1,914,912,000 | 89 |
| Personal trust and agency accounts, managed assets | $336,635,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,748,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $166,664,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $116,891,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,197,106,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $69,868,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $450,604,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $37,848,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $177,250,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,947,000 | 90 |
| Other retirement accounts, non-managed assets | $136,291,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $1,282,000 | 135 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $33,986,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,458,318,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,282,907,000 | 114 |
| Managed Assets ($) | $1,836,145,000 | 84 |
| Personal trust and agency accounts, managed assets | $323,359,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,801,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $160,304,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $115,973,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $1,145,275,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $64,433,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $446,762,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $37,067,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $176,697,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,224,000 | 94 |
| Other retirement accounts, non-managed assets | $139,754,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $1,266,000 | 217 |
| 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 | $28,754,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,474,013,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,378,476,000 | 112 |
| Managed Assets ($) | $1,937,551,000 | 85 |
| Personal trust and agency accounts, managed assets | $310,982,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,489,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $158,083,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $112,417,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,267,617,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $63,963,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $440,925,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $37,438,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $170,521,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,265,000 | 94 |
| Other retirement accounts, non-managed assets | $141,277,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $1,252,000 | 142 |
| 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 | $29,172,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,432,641,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $1,962,106,000 | 127 |
| Managed Assets ($) | $1,537,316,000 | 105 |
| Personal trust and agency accounts, managed assets | $218,713,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,121,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $147,098,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $105,515,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $1,001,752,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $41,117,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $424,790,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $32,766,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,968,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,603,000 | 100 |
| Other retirement accounts, non-managed assets | $143,599,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $1,233,000 | 142 |
| 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 | $24,621,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,261,893,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,171,472,000 | 120 |
| Managed Assets ($) | $1,665,150,000 | 99 |
| Personal trust and agency accounts, managed assets | $220,391,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,523,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $149,340,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $105,573,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $1,134,125,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $32,198,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $506,322,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $33,729,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $162,359,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,756,000 | 98 |
| Other retirement accounts, non-managed assets | $220,681,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $1,223,000 | 139 |
| 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 | $28,574,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,246,657,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $1,928,695,000 | 126 |
| Managed Assets ($) | $1,397,987,000 | 105 |
| Personal trust and agency accounts, managed assets | $216,944,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,642,000 | 252 |
| Employee benefit-defined benefit accounts, managed assets | $145,220,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $103,729,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $883,415,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $31,037,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $530,708,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $32,244,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $191,192,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,591,000 | 99 |
| Other retirement accounts, non-managed assets | $219,603,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $1,217,000 | 220 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $25,861,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,209,060,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $1,912,217,000 | 128 |
| Managed Assets ($) | $1,369,112,000 | 106 |
| Personal trust and agency accounts, managed assets | $219,332,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,411,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $125,763,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $102,255,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $894,806,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,545,000 | 69 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $543,105,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $31,701,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $184,246,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,451,000 | 97 |
| Other retirement accounts, non-managed assets | $239,548,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $1,209,000 | 141 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $26,950,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,262,275,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $1,892,164,000 | 124 |
| Managed Assets ($) | $1,378,915,000 | 104 |
| Personal trust and agency accounts, managed assets | $217,652,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,617,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $126,479,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $103,774,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $893,588,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $21,805,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $513,249,000 | 131 |
| Personal trust and agency accounts, non-managed assets | $30,155,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $182,735,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,750,000 | 95 |
| Other retirement accounts, non-managed assets | $211,752,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $1,211,000 | 143 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $26,646,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,196,953,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $1,890,479,000 | 127 |
| Managed Assets ($) | $1,359,605,000 | 108 |
| Personal trust and agency accounts, managed assets | $218,610,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,870,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $125,692,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $91,216,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $879,625,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,592,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $530,874,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $29,714,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $168,395,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,984,000 | 98 |
| Other retirement accounts, non-managed assets | $220,494,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $1,193,000 | 140 |
| 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 | $53,094,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,188,628,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| 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 | $1,928,091,000 | 130 |
| Managed Assets ($) | $1,385,563,000 | 108 |
| Personal trust and agency accounts, managed assets | $212,332,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,009,000 | 233 |
| Employee benefit-defined benefit accounts, managed assets | $127,530,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $91,891,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $896,541,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $35,260,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $542,528,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $29,268,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $167,898,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,838,000 | 101 |
| Other retirement accounts, non-managed assets | $212,970,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $19,605,000 | 118 |
| 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 | $53,949,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,159,949,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $1,878,812,000 | 128 |
| Managed Assets ($) | $1,364,431,000 | 105 |
| Personal trust and agency accounts, managed assets | $199,090,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,800,000 | 195 |
| Employee benefit-defined benefit accounts, managed assets | $121,599,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $88,723,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $907,928,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $25,291,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $514,381,000 | 140 |
| Personal trust and agency accounts, non-managed assets | $27,981,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $153,923,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,779,000 | 97 |
| Other retirement accounts, non-managed assets | $201,157,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $18,303,000 | 97 |
| 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 | $56,238,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,133,659,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $1,887,708,000 | 129 |
| Managed Assets ($) | $1,406,273,000 | 103 |
| Personal trust and agency accounts, managed assets | $216,689,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,928,000 | 198 |
| Employee benefit-defined benefit accounts, managed assets | $121,937,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $89,493,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $953,034,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,192,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $481,435,000 | 143 |
| Personal trust and agency accounts, non-managed assets | $7,752,000 | 234 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $155,784,000 | 102 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,627,000 | 95 |
| Other retirement accounts, non-managed assets | $197,044,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $12,419,000 | 103 |
| 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 | $52,809,000 | 51 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,177,619,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $1,857,601,000 | 132 |
| Managed Assets ($) | $1,369,277,000 | 109 |
| Personal trust and agency accounts, managed assets | $214,642,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,769,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $122,052,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $90,110,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $917,509,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,195,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $488,324,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $6,977,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,319,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,929,000 | 99 |
| Other retirement accounts, non-managed assets | $195,695,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $16,344,000 | 102 |
| 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 | $59,060,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,163,246,000 | 105 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,781,536,000 | 138 |
| Managed Assets ($) | $1,290,614,000 | 114 |
| Personal trust and agency accounts, managed assets | $219,905,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,453,000 | 232 |
| Employee benefit-defined benefit accounts, managed assets | $120,929,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $88,946,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $836,771,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,610,000 | 167 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $490,922,000 | 147 |
| Personal trust and agency accounts, non-managed assets | $6,424,000 | 368 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,978,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,537,000 | 114 |
| Other retirement accounts, non-managed assets | $205,072,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $16,050,000 | 141 |
| 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 | $77,861,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,159,884,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,584,281,000 | 151 |
| Managed Assets ($) | $1,190,288,000 | 119 |
| Personal trust and agency accounts, managed assets | $211,413,000 | 195 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,420,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $105,700,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $91,371,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $715,099,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $46,285,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $393,993,000 | 161 |
| Personal trust and agency accounts, non-managed assets | $2,954,000 | 288 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,098,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,943,000 | 112 |
| Other retirement accounts, non-managed assets | $196,818,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $13,472,000 | 116 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,708,000 | 90 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,121,822,000 | 113 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,560,598,000 | 155 |
| Managed Assets ($) | $1,165,488,000 | 118 |
| Personal trust and agency accounts, managed assets | $212,646,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,925,000 | 214 |
| Employee benefit-defined benefit accounts, managed assets | $108,162,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $94,330,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $688,009,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $42,416,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $395,110,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $2,882,000 | 298 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,913,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,703,000 | 112 |
| Other retirement accounts, non-managed assets | $206,932,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $9,099,000 | 134 |
| 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 | $6,581,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,152,357,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,476,281,000 | 153 |
| Managed Assets ($) | $1,118,218,000 | 119 |
| Personal trust and agency accounts, managed assets | $198,024,000 | 203 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,301,000 | 221 |
| Employee benefit-defined benefit accounts, managed assets | $101,936,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $90,616,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $652,545,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $55,796,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $358,063,000 | 170 |
| Personal trust and agency accounts, non-managed assets | $2,945,000 | 306 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $93,068,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,059,000 | 114 |
| Other retirement accounts, non-managed assets | $201,925,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $13,880,000 | 124 |
| 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 | $6,186,000 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,095,891,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,555,207,000 | 151 |
| Managed Assets ($) | $1,041,585,000 | 126 |
| Personal trust and agency accounts, managed assets | $156,218,000 | 238 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,824,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $104,468,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $96,835,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $660,840,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,400,000 | 138 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $513,622,000 | 150 |
| Personal trust and agency accounts, non-managed assets | $50,209,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $89,668,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,004,000 | 118 |
| Other retirement accounts, non-managed assets | $224,912,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $38,321,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $74,508,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,137,007,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,972,259,000 | 126 |
| Managed Assets ($) | $1,261,978,000 | 113 |
| Personal trust and agency accounts, managed assets | $164,763,000 | 230 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,165,000 | 388 |
| Employee benefit-defined benefit accounts, managed assets | $162,608,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $82,442,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $844,000,000 | 69 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $710,281,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $60,024,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $201,557,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,081,000 | 160 |
| Other retirement accounts, non-managed assets | $375,752,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $7,517,000 | 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 | $56,350,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,055,022,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 |