Home > First National Bank of Pennsylvania > Total Fiduciary and Related Assets
First National Bank of Pennsylvania, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,028,381,000 | 86 |
| Managed Assets ($) | $6,343,464,000 | 63 |
| Personal trust and agency accounts, managed assets | $1,474,000,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,900,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $361,963,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $657,222,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $3,531,938,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $239,791,000 | 83 |
| Other fiduciary accounts, managed assets | $41,650,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $642,016,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $1,684,917,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $34,702,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,629,231,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $14,442,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $6,389,000 | 166 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,000 | 219 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $604,237,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,983,000 | 199 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,931,050,000 | 85 |
| Managed Assets ($) | $6,218,321,000 | 63 |
| Personal trust and agency accounts, managed assets | $1,681,277,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,928,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $330,742,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $600,153,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $3,279,376,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $222,669,000 | 87 |
| Other fiduciary accounts, managed assets | $62,176,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $587,578,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,712,729,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $39,382,000 | 159 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,653,261,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $13,559,000 | 144 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $6,374,000 | 117 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,000 | 175 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $589,310,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,077,000 | 143 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,062,824,000 | 82 |
| Managed Assets ($) | $6,273,851,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,673,708,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $390,929,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $16,596,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $599,339,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $3,319,238,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $227,739,000 | 86 |
| Other fiduciary accounts, managed assets | $46,302,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $599,339,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,788,973,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $40,448,000 | 177 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,596,942,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,469,000 | 47 |
| Other retirement accounts, non-managed assets | $17,087,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $5,874,000 | 142 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,000 | 189 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $463,219,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,087,000 | 162 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,638,512,000 | 89 |
| Managed Assets ($) | $5,975,497,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,581,788,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $385,803,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $16,384,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $577,938,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $3,147,171,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $222,250,000 | 89 |
| Other fiduciary accounts, managed assets | $44,163,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $577,938,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,663,015,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $41,976,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,464,788,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $129,180,000 | 49 |
| Other retirement accounts, non-managed assets | $16,857,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $10,061,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,000 | 130 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $451,436,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,857,000 | 148 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,376,690,000 | 89 |
| Managed Assets ($) | $5,725,321,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,529,527,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $378,789,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $15,998,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $555,494,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $2,986,227,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $216,719,000 | 91 |
| Other fiduciary accounts, managed assets | $42,567,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $555,494,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $1,651,369,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $29,067,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,475,417,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,641,000 | 52 |
| Other retirement accounts, non-managed assets | $15,018,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $6,073,000 | 181 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,000 | 178 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $470,287,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,019,000 | 217 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,745,300,000 | 93 |
| Managed Assets ($) | $5,096,110,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,421,720,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $358,733,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $15,508,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $513,536,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,544,465,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $201,986,000 | 94 |
| Other fiduciary accounts, managed assets | $40,162,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $513,535,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,649,190,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $39,049,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,463,647,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,595,000 | 52 |
| Other retirement accounts, non-managed assets | $14,478,000 | 142 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $7,268,000 | 121 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,000 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $481,199,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,479,000 | 153 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,857,163,000 | 70 |
| Managed Assets ($) | $5,132,602,000 | 60 |
| Personal trust and agency accounts, managed assets | $1,428,468,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $379,665,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $15,478,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $529,719,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,526,639,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $210,266,000 | 81 |
| Other fiduciary accounts, managed assets | $42,367,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $529,719,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,724,561,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $40,497,000 | 149 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,530,615,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $129,438,000 | 50 |
| Other retirement accounts, non-managed assets | $16,208,000 | 139 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $7,650,000 | 127 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,000 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $500,261,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,208,000 | 155 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,360,274,000 | 72 |
| Managed Assets ($) | $5,525,009,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,551,088,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $430,539,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $16,968,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $578,633,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $2,659,617,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $241,085,000 | 79 |
| Other fiduciary accounts, managed assets | $47,079,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $578,632,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,835,265,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $42,283,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,621,030,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $144,455,000 | 48 |
| Other retirement accounts, non-managed assets | $19,618,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $7,726,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,000 | 119 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $559,821,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,618,000 | 141 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,600,871,000 | 71 |
| Managed Assets ($) | $5,651,133,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,588,946,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $479,594,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $17,917,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $605,852,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $2,655,100,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $255,552,000 | 76 |
| Other fiduciary accounts, managed assets | $48,172,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $605,852,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $1,949,738,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $43,750,000 | 162 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,725,437,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $150,094,000 | 51 |
| Other retirement accounts, non-managed assets | $22,314,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $7,990,000 | 152 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,000 | 161 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $583,026,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,314,000 | 184 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,248,020,000 | 71 |
| Managed Assets ($) | $5,358,458,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,491,348,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $460,233,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $17,670,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $578,528,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $2,519,261,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $241,544,000 | 76 |
| Other fiduciary accounts, managed assets | $49,874,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $578,528,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,889,562,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $44,033,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,669,959,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $145,050,000 | 51 |
| Other retirement accounts, non-managed assets | $23,141,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $7,098,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $281,000 | 111 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $570,739,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,141,000 | 132 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,988,723,000 | 73 |
| Managed Assets ($) | $5,167,837,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,477,567,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $465,178,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $17,775,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $563,561,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,378,855,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $241,904,000 | 75 |
| Other fiduciary accounts, managed assets | $22,997,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $563,561,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,820,886,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $46,093,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,592,912,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $147,712,000 | 53 |
| Other retirement accounts, non-managed assets | $23,776,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $10,117,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $276,000 | 121 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $561,762,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,776,000 | 147 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,624,271,000 | 74 |
| Managed Assets ($) | $4,906,822,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,362,664,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $458,082,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $16,061,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $524,818,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $2,289,989,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $232,738,000 | 74 |
| Other fiduciary accounts, managed assets | $22,470,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $524,818,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,717,449,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $46,703,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,499,706,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $141,456,000 | 51 |
| Other retirement accounts, non-managed assets | $22,792,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $6,517,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $275,000 | 110 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $548,919,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,792,000 | 134 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,531,053,000 | 75 |
| Managed Assets ($) | $4,883,336,000 | 63 |
| Personal trust and agency accounts, managed assets | $1,315,784,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $448,951,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $15,992,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $516,546,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $2,330,077,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $230,270,000 | 74 |
| Other fiduciary accounts, managed assets | $25,716,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $516,546,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $1,647,717,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $44,007,000 | 154 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,434,927,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,433,000 | 56 |
| Other retirement accounts, non-managed assets | $23,302,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $7,799,000 | 158 |
| Foundation and endowment trust and agency accounts, non-managed assets | $249,000 | 162 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $576,978,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,301,000 | 170 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,949,339,000 | 73 |
| Managed Assets ($) | $4,410,654,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,230,415,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $414,883,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $14,960,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $466,238,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,047,914,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $205,277,000 | 75 |
| Other fiduciary accounts, managed assets | $30,967,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $466,238,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,538,685,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $40,272,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,343,147,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $126,966,000 | 55 |
| Other retirement accounts, non-managed assets | $21,292,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $6,778,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $230,000 | 115 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $501,588,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,291,000 | 135 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,574,569,000 | 75 |
| Managed Assets ($) | $4,191,241,000 | 64 |
| Personal trust and agency accounts, managed assets | $1,159,756,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $395,383,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $14,446,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $429,778,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,966,640,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $194,828,000 | 75 |
| Other fiduciary accounts, managed assets | $30,410,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $429,778,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,383,328,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $37,290,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,197,730,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $121,313,000 | 57 |
| Other retirement accounts, non-managed assets | $19,855,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $6,911,000 | 126 |
| Foundation and endowment trust and agency accounts, non-managed assets | $229,000 | 124 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $469,812,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,854,000 | 143 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,187,486,000 | 75 |
| Managed Assets ($) | $3,770,824,000 | 64 |
| Personal trust and agency accounts, managed assets | $1,038,395,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $357,211,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $13,012,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $383,784,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,775,583,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $174,444,000 | 76 |
| Other fiduciary accounts, managed assets | $28,395,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $383,784,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,416,662,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $36,153,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,231,568,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $123,498,000 | 54 |
| Other retirement accounts, non-managed assets | $18,397,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $6,825,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $221,000 | 120 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $461,801,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,398,000 | 138 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,565,384,000 | 75 |
| Managed Assets ($) | $4,129,027,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,130,949,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $412,140,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $14,325,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $420,776,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $1,917,569,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $201,376,000 | 76 |
| Other fiduciary accounts, managed assets | $31,892,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $420,776,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,436,357,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $38,218,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,241,481,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $123,926,000 | 55 |
| Other retirement accounts, non-managed assets | $24,923,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $7,548,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $261,000 | 165 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $483,312,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,923,000 | 154 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,298,224,000 | 79 |
| Managed Assets ($) | $3,914,611,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,035,188,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $397,693,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $13,337,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $397,074,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,857,426,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $182,233,000 | 78 |
| Other fiduciary accounts, managed assets | $31,660,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $397,073,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,383,613,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $38,400,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,195,658,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,495,000 | 55 |
| Other retirement accounts, non-managed assets | $23,743,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $7,066,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $251,000 | 121 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $403,722,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,744,000 | 123 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,145,756,000 | 82 |
| Managed Assets ($) | $3,782,562,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,006,384,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $391,677,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $13,315,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $380,769,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,789,909,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $178,383,000 | 78 |
| Other fiduciary accounts, managed assets | $22,125,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $380,768,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,363,194,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $30,344,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,184,158,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $117,481,000 | 57 |
| Other retirement accounts, non-managed assets | $23,813,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $7,146,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $252,000 | 124 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $410,853,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,812,000 | 133 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,954,465,000 | 86 |
| Managed Assets ($) | $3,653,793,000 | 68 |
| Personal trust and agency accounts, managed assets | $951,709,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $378,308,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $13,834,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $360,125,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,760,492,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $166,803,000 | 79 |
| Other fiduciary accounts, managed assets | $22,522,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $360,125,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,300,672,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $38,485,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,117,366,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,852,000 | 58 |
| Other retirement accounts, non-managed assets | $23,108,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $6,618,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $243,000 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $420,167,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,108,000 | 129 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,614,771,000 | 85 |
| Managed Assets ($) | $3,382,521,000 | 70 |
| Personal trust and agency accounts, managed assets | $859,926,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $357,729,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $13,136,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $325,562,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $437,533,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $1,367,193,000 | 19 |
| Other fiduciary accounts, managed assets | $21,442,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $325,562,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,232,250,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $43,984,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,051,319,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $108,532,000 | 59 |
| Other retirement accounts, non-managed assets | $22,079,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $1,767,000 | 227 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,569,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $433,742,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,079,000 | 162 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,869,583,000 | 85 |
| Managed Assets ($) | $3,562,630,000 | 70 |
| Personal trust and agency accounts, managed assets | $895,667,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $391,836,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $13,845,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $349,837,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $452,117,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $1,436,477,000 | 19 |
| Other fiduciary accounts, managed assets | $22,851,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $349,837,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,306,953,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $46,619,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,114,677,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,784,000 | 64 |
| Other retirement accounts, non-managed assets | $25,096,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $1,419,000 | 172 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,358,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $403,280,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,095,000 | 122 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,666,789,000 | 87 |
| Managed Assets ($) | $3,409,260,000 | 70 |
| Personal trust and agency accounts, managed assets | $865,230,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $381,309,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $13,658,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $335,784,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $403,092,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $1,387,731,000 | 19 |
| Other fiduciary accounts, managed assets | $22,456,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $335,784,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,257,529,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $37,587,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,076,961,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,065,000 | 67 |
| Other retirement accounts, non-managed assets | $24,021,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $1,545,000 | 168 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,350,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $423,662,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,021,000 | 123 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,504,838,000 | 90 |
| Managed Assets ($) | $3,281,742,000 | 73 |
| Personal trust and agency accounts, managed assets | $842,565,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $382,661,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $13,708,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $331,134,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $374,222,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $1,324,287,000 | 19 |
| Other fiduciary accounts, managed assets | $13,165,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $331,133,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,223,096,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $36,000,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,044,931,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,987,000 | 65 |
| Other retirement accounts, non-managed assets | $23,632,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $767,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,779,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $412,626,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,630,000 | 122 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,394,187,000 | 89 |
| Managed Assets ($) | $3,184,323,000 | 73 |
| Personal trust and agency accounts, managed assets | $811,545,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $376,769,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $13,899,000 | 150 |
| Other employee benefit and retirement-related accounts, managed assets | $326,621,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $364,941,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $1,276,629,000 | 21 |
| Other fiduciary accounts, managed assets | $13,919,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $326,621,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,209,864,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $35,352,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,031,931,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,578,000 | 65 |
| Other retirement accounts, non-managed assets | $24,299,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $771,000 | 270 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,933,000 | 94 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $451,061,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,299,000 | 149 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,193,633,000 | 91 |
| Managed Assets ($) | $3,049,255,000 | 75 |
| Personal trust and agency accounts, managed assets | $783,646,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $367,379,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $14,851,000 | 133 |
| Other employee benefit and retirement-related accounts, managed assets | $315,698,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $330,502,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $1,222,909,000 | 20 |
| Other fiduciary accounts, managed assets | $14,270,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $315,698,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,144,378,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $30,536,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $975,154,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,487,000 | 63 |
| Other retirement accounts, non-managed assets | $23,957,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $215,000 | 193 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,029,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $418,855,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,956,000 | 122 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,031,770,000 | 88 |
| Managed Assets ($) | $2,928,297,000 | 75 |
| Personal trust and agency accounts, managed assets | $747,871,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $357,421,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $14,618,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $292,183,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $308,661,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | $1,193,080,000 | 22 |
| Other fiduciary accounts, managed assets | $14,463,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $292,182,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,103,473,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $31,149,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $936,770,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,669,000 | 63 |
| Other retirement accounts, non-managed assets | $23,674,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $211,000 | 196 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,000,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $420,724,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,675,000 | 123 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,842,463,000 | 92 |
| Managed Assets ($) | $2,791,371,000 | 75 |
| Personal trust and agency accounts, managed assets | $725,901,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $331,721,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $14,293,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $269,383,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $300,681,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | $1,135,010,000 | 24 |
| Other fiduciary accounts, managed assets | $14,382,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $269,383,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,051,092,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $35,914,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $876,284,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $110,163,000 | 60 |
| Other retirement accounts, non-managed assets | $23,540,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $210,000 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,981,000 | 87 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $385,953,000 | 120 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,540,000 | 120 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,641,339,000 | 92 |
| Managed Assets ($) | $2,709,821,000 | 74 |
| Personal trust and agency accounts, managed assets | $703,000,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $324,893,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $14,102,000 | 147 |
| Other employee benefit and retirement-related accounts, managed assets | $254,516,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $296,677,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | $1,102,395,000 | 24 |
| Other fiduciary accounts, managed assets | $14,238,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $254,516,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $931,518,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $36,515,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $758,692,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,422,000 | 63 |
| Other retirement accounts, non-managed assets | $23,486,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $208,000 | 312 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,195,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $413,872,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,485,000 | 147 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,504,487,000 | 91 |
| Managed Assets ($) | $2,633,177,000 | 76 |
| Personal trust and agency accounts, managed assets | $724,267,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $328,441,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $14,211,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $255,181,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $244,353,000 | 165 |
| Foundation and endowment trust and agency accounts, managed assets | $1,051,705,000 | 23 |
| Other fiduciary accounts, managed assets | $15,019,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $255,181,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $871,310,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $33,815,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $708,017,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $98,909,000 | 64 |
| Other retirement accounts, non-managed assets | $24,079,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $288,000 | 195 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,202,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $391,514,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,079,000 | 124 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,440,359,000 | 93 |
| Managed Assets ($) | $2,607,778,000 | 76 |
| Personal trust and agency accounts, managed assets | $677,501,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $327,207,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $14,335,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $246,229,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $299,796,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | $1,025,255,000 | 23 |
| Other fiduciary accounts, managed assets | $17,455,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $246,227,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $832,581,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $27,966,000 | 146 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $668,274,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,583,000 | 63 |
| Other retirement accounts, non-managed assets | $23,259,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $248,000 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,251,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $373,781,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,258,000 | 128 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,360,295,000 | 94 |
| Managed Assets ($) | $2,523,502,000 | 78 |
| Personal trust and agency accounts, managed assets | $663,209,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $323,842,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $13,880,000 | 135 |
| Other employee benefit and retirement-related accounts, managed assets | $240,699,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $223,202,000 | 176 |
| Foundation and endowment trust and agency accounts, managed assets | $1,041,583,000 | 22 |
| Other fiduciary accounts, managed assets | $17,087,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $240,698,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $836,793,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $39,184,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $670,075,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,845,000 | 65 |
| Other retirement accounts, non-managed assets | $23,264,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $234,000 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,191,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $370,215,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,265,000 | 123 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,360,717,000 | 93 |
| Managed Assets ($) | $2,464,713,000 | 77 |
| Personal trust and agency accounts, managed assets | $640,426,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $320,141,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $14,024,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $231,909,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $221,060,000 | 175 |
| Foundation and endowment trust and agency accounts, managed assets | $1,019,897,000 | 22 |
| Other fiduciary accounts, managed assets | $17,256,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $231,909,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $896,004,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $43,875,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $666,585,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $154,794,000 | 59 |
| Other retirement accounts, non-managed assets | $23,295,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $246,000 | 329 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,209,000 | 90 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $361,675,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,295,000 | 147 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,265,377,000 | 94 |
| Managed Assets ($) | $2,397,732,000 | 79 |
| Personal trust and agency accounts, managed assets | $623,994,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $312,411,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $14,052,000 | 134 |
| Other employee benefit and retirement-related accounts, managed assets | $226,844,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $226,393,000 | 168 |
| Foundation and endowment trust and agency accounts, managed assets | $977,239,000 | 22 |
| Other fiduciary accounts, managed assets | $16,799,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,844,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $867,645,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $43,598,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $642,887,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,011,000 | 58 |
| Other retirement accounts, non-managed assets | $21,987,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $81,000 | 205 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,081,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $343,134,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,986,000 | 124 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,363,663,000 | 96 |
| Managed Assets ($) | $2,443,739,000 | 81 |
| Personal trust and agency accounts, managed assets | $614,316,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $328,446,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $15,407,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $234,297,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $229,285,000 | 172 |
| Foundation and endowment trust and agency accounts, managed assets | $1,006,997,000 | 23 |
| Other fiduciary accounts, managed assets | $14,991,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $234,294,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $919,924,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $44,530,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $700,076,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $142,274,000 | 58 |
| Other retirement accounts, non-managed assets | $25,266,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $279,000 | 193 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,499,000 | 86 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $351,464,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,266,000 | 118 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,312,113,000 | 96 |
| Managed Assets ($) | $2,377,852,000 | 80 |
| Personal trust and agency accounts, managed assets | $574,911,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $332,261,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $14,662,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $224,025,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $238,308,000 | 173 |
| Foundation and endowment trust and agency accounts, managed assets | $978,656,000 | 24 |
| Other fiduciary accounts, managed assets | $15,029,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $224,025,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $934,261,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $39,404,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $690,605,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $172,610,000 | 58 |
| Other retirement accounts, non-managed assets | $25,584,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 129 |
| Investment management and advisory agency accounts, non-managed assets | $2,278,000 | 149 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,770,000 | 97 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $361,209,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,584,000 | 119 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,139,818,000 | 97 |
| Managed Assets ($) | $2,242,122,000 | 83 |
| Personal trust and agency accounts, managed assets | $565,901,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $331,348,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $15,051,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $203,618,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $218,415,000 | 179 |
| Foundation and endowment trust and agency accounts, managed assets | $894,467,000 | 25 |
| Other fiduciary accounts, managed assets | $13,322,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $203,618,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $897,696,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $38,890,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $658,351,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $169,089,000 | 55 |
| Other retirement accounts, non-managed assets | $25,181,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $2,274,000 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,901,000 | 106 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $383,226,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,181,000 | 142 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,041,898,000 | 98 |
| Managed Assets ($) | $2,192,864,000 | 84 |
| Personal trust and agency accounts, managed assets | $559,874,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $334,701,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $14,843,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $196,488,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $209,624,000 | 184 |
| Foundation and endowment trust and agency accounts, managed assets | $864,223,000 | 26 |
| Other fiduciary accounts, managed assets | $13,111,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $196,488,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $849,034,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $41,841,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $608,584,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $167,959,000 | 56 |
| Other retirement accounts, non-managed assets | $24,558,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 128 |
| Investment management and advisory agency accounts, non-managed assets | $2,273,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,809,000 | 97 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $358,462,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,557,000 | 116 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,991,976,000 | 95 |
| Managed Assets ($) | $2,135,985,000 | 85 |
| Personal trust and agency accounts, managed assets | $542,066,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $314,664,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $18,655,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $191,715,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $204,437,000 | 187 |
| Foundation and endowment trust and agency accounts, managed assets | $850,669,000 | 26 |
| Other fiduciary accounts, managed assets | $13,779,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $191,715,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $855,991,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $42,671,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $613,921,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $167,760,000 | 53 |
| Other retirement accounts, non-managed assets | $25,123,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $10,000 | 130 |
| Investment management and advisory agency accounts, non-managed assets | $2,278,000 | 142 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,228,000 | 91 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $372,222,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,123,000 | 118 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,873,795,000 | 97 |
| Managed Assets ($) | $2,039,435,000 | 87 |
| Personal trust and agency accounts, managed assets | $527,805,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $310,917,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $18,198,000 | 129 |
| Other employee benefit and retirement-related accounts, managed assets | $174,723,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $204,396,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | $790,158,000 | 27 |
| Other fiduciary accounts, managed assets | $13,238,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $174,723,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $834,360,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $42,349,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $589,335,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $162,903,000 | 56 |
| Other retirement accounts, non-managed assets | $25,130,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $8,200,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | $2,272,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,171,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $363,394,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,130,000 | 119 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,797,385,000 | 100 |
| Managed Assets ($) | $1,997,381,000 | 88 |
| Personal trust and agency accounts, managed assets | $525,399,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $311,393,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $18,187,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $168,129,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $202,083,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | $759,276,000 | 26 |
| Other fiduciary accounts, managed assets | $12,914,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $168,129,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $800,004,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $37,863,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $568,963,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $160,367,000 | 55 |
| Other retirement accounts, non-managed assets | $24,924,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $200,000 | 188 |
| Investment management and advisory agency accounts, non-managed assets | $2,260,000 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,427,000 | 95 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $390,439,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,924,000 | 147 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,643,489,000 | 100 |
| Managed Assets ($) | $1,872,452,000 | 88 |
| Personal trust and agency accounts, managed assets | $507,980,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $297,086,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $14,908,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $156,818,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $195,162,000 | 177 |
| Foundation and endowment trust and agency accounts, managed assets | $687,446,000 | 29 |
| Other fiduciary accounts, managed assets | $13,052,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $156,818,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $771,037,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $36,905,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $547,718,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $153,950,000 | 56 |
| Other retirement accounts, non-managed assets | $24,611,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $346,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $2,257,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,250,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $326,214,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,610,000 | 123 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,501,209,000 | 100 |
| Managed Assets ($) | $1,829,032,000 | 88 |
| Personal trust and agency accounts, managed assets | $494,952,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $288,187,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $16,009,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $149,534,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $224,340,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | $644,592,000 | 29 |
| Other fiduciary accounts, managed assets | $11,418,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $149,533,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $672,177,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $36,470,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $498,953,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,273,000 | 60 |
| Other retirement accounts, non-managed assets | $29,158,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $403,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $2,336,000 | 133 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,584,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $371,358,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,158,000 | 114 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,521,746,000 | 102 |
| Managed Assets ($) | $1,849,488,000 | 90 |
| Personal trust and agency accounts, managed assets | $536,489,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $288,528,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $14,871,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $148,017,000 | 78 |
| Corporate trust and agency accounts, managed assets | $160,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $224,472,000 | 166 |
| Foundation and endowment trust and agency accounts, managed assets | $625,040,000 | 29 |
| Other fiduciary accounts, managed assets | $11,911,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $148,017,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $672,258,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $42,285,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $490,607,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,412,000 | 58 |
| Other retirement accounts, non-managed assets | $33,643,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $429,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $345,000 | 178 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,537,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $350,697,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,642,000 | 105 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,288,753,000 | 104 |
| Managed Assets ($) | $1,758,996,000 | 90 |
| Personal trust and agency accounts, managed assets | $517,356,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,673,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $170,815,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $162,479,000 | 68 |
| Corporate trust and agency accounts, managed assets | $160,000 | 159 |
| Investment management and investment advisory agency accounts, managed assets | $768,938,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $54,575,000 | 116 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $138,483,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $529,757,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $40,071,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $434,486,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,835,000 | 107 |
| Other retirement accounts, non-managed assets | $18,785,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $1,809,000 | 139 |
| Investment management and advisory agency accounts, non-managed assets | $15,710,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $61,000 | 198 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $466,051,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,727,000 | 148 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,257,871,000 | 104 |
| Managed Assets ($) | $1,741,129,000 | 88 |
| Personal trust and agency accounts, managed assets | $525,918,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,750,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $171,335,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $161,211,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $746,944,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $52,971,000 | 115 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $135,500,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $516,742,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $39,616,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $422,519,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,886,000 | 98 |
| Other retirement accounts, non-managed assets | $18,267,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $1,678,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $15,714,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,000 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $440,148,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,088,000 | 119 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,166,416,000 | 104 |
| Managed Assets ($) | $1,711,680,000 | 84 |
| Personal trust and agency accounts, managed assets | $521,454,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,658,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $164,498,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $153,945,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $739,970,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $49,155,000 | 116 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $128,706,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $454,736,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $38,739,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $360,951,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,862,000 | 96 |
| Other retirement accounts, non-managed assets | $20,412,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $1,588,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $15,126,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $58,000 | 141 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $435,554,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,141,000 | 114 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,171,221,000 | 104 |
| Managed Assets ($) | $1,678,413,000 | 88 |
| Personal trust and agency accounts, managed assets | $535,389,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,481,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $164,783,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $149,745,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $694,144,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $49,871,000 | 115 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $126,921,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $492,808,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $43,268,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $376,060,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,267,000 | 96 |
| Other retirement accounts, non-managed assets | $31,099,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $1,507,000 | 93 |
| Investment management and advisory agency accounts, non-managed assets | $22,545,000 | 66 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,000 | 141 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $451,229,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,770,000 | 111 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,970,693,000 | 106 |
| Managed Assets ($) | $1,550,154,000 | 89 |
| Personal trust and agency accounts, managed assets | $523,687,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,336,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $156,246,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $142,929,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $602,966,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $45,990,000 | 112 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $120,837,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $420,539,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $43,228,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $330,244,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,276,000 | 103 |
| Other retirement accounts, non-managed assets | $12,438,000 | 190 |
| Corporate trust and agency accounts, non-managed assets | $1,273,000 | 149 |
| Investment management and advisory agency accounts, non-managed assets | $18,023,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $57,000 | 195 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $439,113,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $25,060,000 | 139 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,854,514,000 | 108 |
| Managed Assets ($) | $1,475,071,000 | 93 |
| Personal trust and agency accounts, managed assets | $503,613,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,042,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $144,882,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $140,129,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $569,103,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $43,302,000 | 110 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $118,602,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $379,443,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $43,415,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $295,106,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,383,000 | 96 |
| Other retirement accounts, non-managed assets | $11,439,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $1,297,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $13,759,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,000 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $402,222,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $23,926,000 | 112 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,983,004,000 | 108 |
| Managed Assets ($) | $1,549,165,000 | 95 |
| Personal trust and agency accounts, managed assets | $541,197,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,429,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $157,761,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $148,994,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $575,258,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $47,526,000 | 108 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $127,208,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $433,839,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $70,938,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $319,019,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,008,000 | 96 |
| Other retirement accounts, non-managed assets | $11,441,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $1,347,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $15,086,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $437,587,000 | 108 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $26,604,000 | 109 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,975,955,000 | 109 |
| Managed Assets ($) | $1,545,807,000 | 92 |
| Personal trust and agency accounts, managed assets | $543,354,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $78,605,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $157,375,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $147,438,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $571,567,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $47,468,000 | 106 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $126,616,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $430,148,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $72,016,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $312,291,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,997,000 | 95 |
| Other retirement accounts, non-managed assets | $13,384,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $1,316,000 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $15,144,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $432,448,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $29,587,000 | 98 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,887,798,000 | 110 |
| Managed Assets ($) | $1,481,073,000 | 92 |
| Personal trust and agency accounts, managed assets | $526,729,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,280,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $154,006,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $147,392,000 | 67 |
| Corporate trust and agency accounts, managed assets | $2,012,000 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $549,697,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $45,957,000 | 109 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $126,983,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $406,725,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $72,954,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $289,605,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,773,000 | 106 |
| Other retirement accounts, non-managed assets | $11,048,000 | 229 |
| Corporate trust and agency accounts, non-managed assets | $2,079,000 | 152 |
| Investment management and advisory agency accounts, non-managed assets | $15,266,000 | 78 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $411,568,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $22,408,000 | 158 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,912,275,000 | 109 |
| Managed Assets ($) | $1,425,426,000 | 90 |
| Personal trust and agency accounts, managed assets | $509,516,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,772,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $147,013,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $143,043,000 | 66 |
| Corporate trust and agency accounts, managed assets | $10,330,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $513,742,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | $50,010,000 | 95 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $12,733,000 | 248 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $486,849,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $69,287,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $265,197,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,802,000 | 96 |
| Other retirement accounts, non-managed assets | $10,219,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $111,820,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | $15,524,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $381,263,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,741,000 | 118 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,841,496,000 | 107 |
| Managed Assets ($) | $1,360,231,000 | 89 |
| Personal trust and agency accounts, managed assets | $493,889,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,668,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $138,433,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $133,148,000 | 66 |
| Corporate trust and agency accounts, managed assets | $15,266,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $483,166,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $48,661,000 | 91 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $114,835,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $481,265,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $63,255,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $246,910,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,835,000 | 98 |
| Other retirement accounts, non-managed assets | $22,916,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $120,792,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | $13,557,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $394,166,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,338,000 | 114 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,870,797,000 | 110 |
| Managed Assets ($) | $1,397,029,000 | 91 |
| Personal trust and agency accounts, managed assets | $515,867,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,263,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $149,008,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $134,512,000 | 67 |
| Corporate trust and agency accounts, managed assets | $13,021,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $481,177,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $51,181,000 | 91 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $118,010,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $473,768,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $60,643,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $241,351,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,699,000 | 98 |
| Other retirement accounts, non-managed assets | $25,011,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $118,270,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | $15,794,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $405,080,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,810,000 | 108 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,837,810,000 | 111 |
| Managed Assets ($) | $1,367,848,000 | 92 |
| Personal trust and agency accounts, managed assets | $496,034,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,022,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $143,323,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $130,548,000 | 69 |
| Corporate trust and agency accounts, managed assets | $14,824,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $480,481,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $49,616,000 | 88 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $114,464,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $469,962,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $60,193,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $228,514,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,211,000 | 110 |
| Other retirement accounts, non-managed assets | $24,435,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $129,347,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | $15,262,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $399,439,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,748,000 | 154 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,799,357,000 | 112 |
| Managed Assets ($) | $1,350,251,000 | 92 |
| Personal trust and agency accounts, managed assets | $470,797,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $51,890,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $142,270,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $128,675,000 | 68 |
| Corporate trust and agency accounts, managed assets | $13,222,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $543,397,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $449,106,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $61,040,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,186,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,916,000 | 102 |
| Other retirement accounts, non-managed assets | $25,254,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $128,710,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $349,292,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,700,848,000 | 113 |
| Managed Assets ($) | $1,267,077,000 | 94 |
| Personal trust and agency accounts, managed assets | $453,647,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,088,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $132,555,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $119,387,000 | 68 |
| Corporate trust and agency accounts, managed assets | $14,910,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $498,490,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $433,771,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $64,002,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $191,977,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,925,000 | 105 |
| Other retirement accounts, non-managed assets | $31,824,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $135,043,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $327,127,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,644,549,000 | 108 |
| Managed Assets ($) | $1,238,698,000 | 94 |
| Personal trust and agency accounts, managed assets | $438,214,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,027,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $124,834,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $114,963,000 | 68 |
| Corporate trust and agency accounts, managed assets | $34,698,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $484,962,000 | 85 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $405,851,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $61,992,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $173,856,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,846,000 | 103 |
| Other retirement accounts, non-managed assets | $31,705,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $128,452,000 | 57 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $314,029,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,762,378,000 | 110 |
| Managed Assets ($) | $1,308,163,000 | 94 |
| Personal trust and agency accounts, managed assets | $464,013,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,389,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $134,073,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $117,450,000 | 69 |
| Corporate trust and agency accounts, managed assets | $38,460,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $509,778,000 | 90 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $454,215,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $63,184,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,615,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,938,000 | 80 |
| Other retirement accounts, non-managed assets | $41,088,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $127,390,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $313,579,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,899,171,000 | 110 |
| Managed Assets ($) | $1,403,426,000 | 96 |
| Personal trust and agency accounts, managed assets | $512,627,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,760,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $145,072,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $126,724,000 | 70 |
| Corporate trust and agency accounts, managed assets | $50,049,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $521,194,000 | 93 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $495,745,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $64,063,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $186,152,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,891,000 | 78 |
| Other retirement accounts, non-managed assets | $53,378,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $126,261,000 | 59 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $350,462,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,929,975,000 | 116 |
| Managed Assets ($) | $1,431,668,000 | 99 |
| Personal trust and agency accounts, managed assets | $558,787,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,446,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $143,060,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $130,732,000 | 75 |
| Corporate trust and agency accounts, managed assets | $17,031,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $531,612,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $498,307,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $39,693,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $204,708,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,437,000 | 79 |
| Other retirement accounts, non-managed assets | $53,284,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $129,185,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $429,490,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,372,160,000 | 148 |
| Managed Assets ($) | $999,312,000 | 129 |
| Personal trust and agency accounts, managed assets | $306,697,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $49,379,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $135,113,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $88,905,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $419,218,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $372,848,000 | 136 |
| Personal trust and agency accounts, non-managed assets | $33,301,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,663,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,084,000 | 83 |
| Other retirement accounts, non-managed assets | $19,431,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $82,369,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $367,761,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,377,869,000 | 148 |
| Managed Assets ($) | $994,187,000 | 132 |
| Personal trust and agency accounts, managed assets | $301,168,000 | 143 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,954,000 | 129 |
| Employee benefit-defined benefit accounts, managed assets | $140,098,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $90,252,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $411,715,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $383,682,000 | 138 |
| Personal trust and agency accounts, non-managed assets | $33,220,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,698,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,357,000 | 86 |
| Other retirement accounts, non-managed assets | $20,861,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $77,546,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $354,425,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,402,057,000 | 147 |
| Managed Assets ($) | $1,041,203,000 | 127 |
| Personal trust and agency accounts, managed assets | $317,202,000 | 135 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,366,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $155,723,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $92,181,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $418,731,000 | 117 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $360,854,000 | 141 |
| Personal trust and agency accounts, non-managed assets | $19,828,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,205,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,638,000 | 85 |
| Other retirement accounts, non-managed assets | $21,960,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $80,223,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $363,290,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,392,624,000 | 153 |
| Managed Assets ($) | $1,035,761,000 | 135 |
| Personal trust and agency accounts, managed assets | $314,166,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,274,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $153,797,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $89,565,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $419,959,000 | 120 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $356,863,000 | 148 |
| Personal trust and agency accounts, non-managed assets | $19,454,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,229,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,451,000 | 89 |
| Other retirement accounts, non-managed assets | $22,083,000 | 122 |
| Corporate trust and agency accounts, non-managed assets | $79,646,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $347,340,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,398,449,000 | 152 |
| Managed Assets ($) | $1,029,080,000 | 129 |
| Personal trust and agency accounts, managed assets | $307,946,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $56,673,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $151,845,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $84,480,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $428,136,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $369,369,000 | 144 |
| Personal trust and agency accounts, non-managed assets | $22,243,000 | 163 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $152,998,000 | 101 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,556,000 | 85 |
| Other retirement accounts, non-managed assets | $28,699,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $85,873,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $335,912,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,359,263,000 | 151 |
| Managed Assets ($) | $1,028,821,000 | 125 |
| Personal trust and agency accounts, managed assets | $309,523,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,410,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $151,660,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $83,669,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $428,559,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $330,442,000 | 145 |
| Personal trust and agency accounts, non-managed assets | $22,392,000 | 210 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $109,356,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,461,000 | 88 |
| Other retirement accounts, non-managed assets | $36,605,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $83,628,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $334,539,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,289,282,000 | 159 |
| Managed Assets ($) | $1,001,843,000 | 131 |
| Personal trust and agency accounts, managed assets | $304,603,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,793,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $143,111,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $82,131,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $419,205,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $287,439,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $19,453,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,844,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,658,000 | 90 |
| Other retirement accounts, non-managed assets | $20,114,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $87,370,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $335,523,000 | 153 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,232,223,000 | 165 |
| Managed Assets ($) | $932,297,000 | 141 |
| Personal trust and agency accounts, managed assets | $299,337,000 | 150 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,335,000 | 123 |
| Employee benefit-defined benefit accounts, managed assets | $144,737,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $80,226,000 | 101 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $355,662,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $299,926,000 | 159 |
| Personal trust and agency accounts, non-managed assets | $19,324,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $95,765,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,508,000 | 96 |
| Other retirement accounts, non-managed assets | $19,638,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $95,691,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $321,149,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,128,097,000 | 174 |
| Managed Assets ($) | $806,777,000 | 157 |
| Personal trust and agency accounts, managed assets | $268,633,000 | 165 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,771,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $139,678,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $66,679,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $285,016,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $321,320,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $14,344,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $101,806,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,965,000 | 93 |
| Other retirement accounts, non-managed assets | $20,011,000 | 143 |
| Corporate trust and agency accounts, non-managed assets | $113,194,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $320,677,000 | 157 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,089,846,000 | 174 |
| Managed Assets ($) | $793,019,000 | 161 |
| Personal trust and agency accounts, managed assets | $265,627,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,418,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $133,351,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $69,019,000 | 104 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $279,604,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $296,827,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $13,124,000 | 269 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $92,849,000 | 127 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,858,000 | 95 |
| Other retirement accounts, non-managed assets | $19,228,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $100,768,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $327,193,000 | 158 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,051,731,000 | 175 |
| Managed Assets ($) | $754,424,000 | 161 |
| Personal trust and agency accounts, managed assets | $262,599,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,168,000 | 143 |
| Employee benefit-defined benefit accounts, managed assets | $132,023,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $68,647,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $246,987,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $297,307,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $12,848,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,931,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,537,000 | 93 |
| Other retirement accounts, non-managed assets | $24,169,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $104,822,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $330,169,000 | 148 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,070,432,000 | 167 |
| Managed Assets ($) | $774,628,000 | 155 |
| Personal trust and agency accounts, managed assets | $272,647,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,764,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $128,839,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $69,693,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $260,685,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $295,804,000 | 158 |
| Personal trust and agency accounts, non-managed assets | $21,824,000 | 171 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $73,522,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,884,000 | 91 |
| Other retirement accounts, non-managed assets | $23,183,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $106,391,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $309,425,000 | 151 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,064,854,000 | 174 |
| Managed Assets ($) | $764,158,000 | 155 |
| Personal trust and agency accounts, managed assets | $254,396,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,743,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $129,395,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $70,684,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $266,940,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $300,696,000 | 160 |
| Personal trust and agency accounts, non-managed assets | $19,559,000 | 178 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $74,703,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,885,000 | 94 |
| Other retirement accounts, non-managed assets | $23,942,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $113,607,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $299,320,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,050,844,000 | 176 |
| Managed Assets ($) | $789,743,000 | 147 |
| Personal trust and agency accounts, managed assets | $251,527,000 | 168 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,441,000 | 155 |
| Employee benefit-defined benefit accounts, managed assets | $137,254,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $71,014,000 | 96 |
| Corporate trust and agency accounts, managed assets | $7,999,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $269,746,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,762,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $261,101,000 | 176 |
| Personal trust and agency accounts, non-managed assets | $15,083,000 | 248 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,229,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,060,000 | 95 |
| Other retirement accounts, non-managed assets | $13,909,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $95,820,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $303,773,000 | 167 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $992,883,000 | 176 |
| Managed Assets ($) | $769,419,000 | 145 |
| Personal trust and agency accounts, managed assets | $227,615,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,115,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $118,975,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $71,956,000 | 93 |
| Corporate trust and agency accounts, managed assets | $50,318,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $252,637,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,803,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $223,464,000 | 185 |
| Personal trust and agency accounts, non-managed assets | $9,888,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,885,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,573,000 | 93 |
| Other retirement accounts, non-managed assets | $13,891,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $71,227,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $287,048,000 | 165 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $959,145,000 | 178 |
| Managed Assets ($) | $740,620,000 | 146 |
| Personal trust and agency accounts, managed assets | $225,415,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,298,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $120,326,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $77,449,000 | 89 |
| Corporate trust and agency accounts, managed assets | $17,073,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $257,287,000 | 136 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,772,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $218,525,000 | 186 |
| Personal trust and agency accounts, non-managed assets | $9,791,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,079,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,246,000 | 93 |
| Other retirement accounts, non-managed assets | $13,378,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $70,031,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $289,048,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $982,235,000 | 179 |
| Managed Assets ($) | $805,745,000 | 142 |
| Personal trust and agency accounts, managed assets | $237,138,000 | 175 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,588,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $122,596,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $79,057,000 | 85 |
| Corporate trust and agency accounts, managed assets | $62,000,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $263,324,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,042,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $176,490,000 | 201 |
| Personal trust and agency accounts, non-managed assets | $9,688,000 | 221 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,966,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,368,000 | 97 |
| Other retirement accounts, non-managed assets | $14,235,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $28,233,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $275,380,000 | 169 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,003,060,000 | 179 |
| Managed Assets ($) | $799,139,000 | 143 |
| Personal trust and agency accounts, managed assets | $231,781,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,190,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $121,508,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $78,778,000 | 88 |
| Corporate trust and agency accounts, managed assets | $55,324,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $268,568,000 | 131 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,990,000 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $203,921,000 | 206 |
| Personal trust and agency accounts, non-managed assets | $9,397,000 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,744,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,987,000 | 99 |
| Other retirement accounts, non-managed assets | $15,594,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $39,199,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $266,715,000 | 181 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Personal trust and agency accounts, managed assets | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 445 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 430 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Personal trust and agency accounts, managed assets | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 447 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 431 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Personal trust and agency accounts, managed assets | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 458 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 442 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Personal trust and agency accounts, managed assets | $0 | 1,748 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,452 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $0 | 883 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 1,046 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $577,564,000 | 230 |
| Managed Assets ($) | $468,631,000 | 188 |
| Personal trust and agency accounts, managed assets | $210,552,000 | 194 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,565,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $37,205,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $36,237,000 | 147 |
| Corporate trust and agency accounts, managed assets | $16,798,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $127,482,000 | 183 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $792,000 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $108,933,000 | 238 |
| Personal trust and agency accounts, non-managed assets | $11,624,000 | 292 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,816,000 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,315,000 | 101 |
| Other retirement accounts, non-managed assets | $23,064,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $6,114,000 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $448,981,000 | 141 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |