Home > First Western Trust Bank > Total Fiduciary and Related Assets
First Western Trust Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,235,687,000 | 101 |
| Managed Assets ($) | $3,519,957,000 | 96 |
| Personal trust and agency accounts, managed assets | $2,414,209,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,959,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $18,985,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $286,812,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $611,295,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $161,749,000 | 107 |
| Other fiduciary accounts, managed assets | $948,000 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $286,812,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $2,715,730,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $1,622,383,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,065,707,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $27,640,000 | 125 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $517,294,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $544,934,000 | 29 |
| 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 | $5,911,524,000 | 103 |
| Managed Assets ($) | $3,387,566,000 | 98 |
| Personal trust and agency accounts, managed assets | $2,326,428,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,721,000 | 124 |
| Employee benefit-defined benefit accounts, managed assets | $17,169,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $273,205,000 | 100 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $592,295,000 | 137 |
| Foundation and endowment trust and agency accounts, managed assets | $153,788,000 | 107 |
| Other fiduciary accounts, managed assets | $960,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $273,205,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,523,958,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $1,411,440,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,089,886,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $22,632,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $484,262,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $506,894,000 | 27 |
| 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 | $5,996,009,000 | 100 |
| Managed Assets ($) | $3,611,728,000 | 91 |
| Personal trust and agency accounts, managed assets | $2,487,511,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,725,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $16,919,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $283,934,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $637,568,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | $154,062,000 | 106 |
| Other fiduciary accounts, managed assets | $1,009,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $283,934,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,384,281,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $1,318,073,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,043,073,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $23,135,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $507,955,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $531,090,000 | 27 |
| 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 | $5,822,536,000 | 109 |
| Managed Assets ($) | $3,539,548,000 | 98 |
| Personal trust and agency accounts, managed assets | $2,415,053,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,210,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $16,144,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $286,119,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $642,924,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $152,208,000 | 107 |
| Other fiduciary accounts, managed assets | $1,890,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $286,119,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,282,988,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $1,292,158,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $968,072,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $22,758,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $559,500,000 | 123 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $582,258,000 | 27 |
| 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 | $5,635,922,000 | 105 |
| Managed Assets ($) | $3,420,475,000 | 100 |
| Personal trust and agency accounts, managed assets | $2,327,931,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,597,000 | 150 |
| Employee benefit-defined benefit accounts, managed assets | $16,755,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $286,006,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $612,435,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $150,349,000 | 110 |
| Other fiduciary accounts, managed assets | $2,402,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $286,006,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $2,215,447,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $1,284,946,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $908,772,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $21,729,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $471,051,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $492,780,000 | 32 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,417,665,000 | 106 |
| Managed Assets ($) | $3,229,150,000 | 102 |
| Personal trust and agency accounts, managed assets | $2,182,002,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,919,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $16,243,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $271,592,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $606,734,000 | 135 |
| Foundation and endowment trust and agency accounts, managed assets | $141,313,000 | 111 |
| Other fiduciary accounts, managed assets | $2,347,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $271,592,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,188,515,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $1,195,976,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $971,434,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $21,105,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $500,738,000 | 130 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $521,843,000 | 27 |
| 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 | $5,733,667,000 | 82 |
| Managed Assets ($) | $3,413,157,000 | 83 |
| Personal trust and agency accounts, managed assets | $2,302,168,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,363,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $15,430,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $294,006,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $648,758,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $138,935,000 | 99 |
| Other fiduciary accounts, managed assets | $2,497,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $294,006,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,320,510,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $1,204,208,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,094,743,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $21,559,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $543,920,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $565,479,000 | 23 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,520,044,000 | 82 |
| Managed Assets ($) | $4,037,700,000 | 78 |
| Personal trust and agency accounts, managed assets | $2,725,260,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,114,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $19,197,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $342,255,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $770,450,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $163,654,000 | 95 |
| Other fiduciary accounts, managed assets | $2,770,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $342,255,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,482,344,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $1,297,307,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,160,575,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $24,462,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $679,284,000 | 106 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $703,746,000 | 21 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,741,592,000 | 80 |
| Managed Assets ($) | $4,267,186,000 | 72 |
| Personal trust and agency accounts, managed assets | $2,883,231,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,216,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $20,331,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $378,186,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $791,020,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $167,251,000 | 94 |
| Other fiduciary accounts, managed assets | $2,951,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $378,186,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $2,474,406,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $1,308,456,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,143,536,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $22,414,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $610,248,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $632,662,000 | 23 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,314,130,000 | 82 |
| Managed Assets ($) | $3,981,260,000 | 75 |
| Personal trust and agency accounts, managed assets | $2,622,516,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,175,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $21,981,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $374,683,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $777,770,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $157,247,000 | 94 |
| Other fiduciary accounts, managed assets | $2,888,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $374,682,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,332,870,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $1,099,102,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,212,978,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $20,790,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $591,805,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $612,594,000 | 22 |
| 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 | $6,167,893,000 | 82 |
| Managed Assets ($) | $3,935,721,000 | 74 |
| Personal trust and agency accounts, managed assets | $2,542,510,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,158,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $21,075,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $386,183,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $801,606,000 | 109 |
| Foundation and endowment trust and agency accounts, managed assets | $157,243,000 | 92 |
| Other fiduciary accounts, managed assets | $2,946,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $386,182,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,232,172,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $1,068,660,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,143,352,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $20,160,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $594,286,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $614,446,000 | 23 |
| 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 | $5,912,958,000 | 82 |
| Managed Assets ($) | $3,753,908,000 | 74 |
| Personal trust and agency accounts, managed assets | $2,441,797,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,555,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $19,233,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $376,381,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $742,971,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | $147,065,000 | 96 |
| Other fiduciary accounts, managed assets | $2,906,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $376,381,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,159,050,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $1,030,942,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,105,696,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $22,412,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $572,689,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $595,101,000 | 24 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,759,642,000 | 84 |
| Managed Assets ($) | $3,729,804,000 | 75 |
| Personal trust and agency accounts, managed assets | $2,492,364,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,051,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $19,813,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $372,124,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $680,919,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $138,639,000 | 95 |
| Other fiduciary accounts, managed assets | $2,894,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $372,124,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $2,029,838,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $951,090,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,056,274,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $22,474,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $495,694,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $518,168,000 | 27 |
| 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 | $5,306,790,000 | 84 |
| Managed Assets ($) | $3,314,043,000 | 79 |
| Personal trust and agency accounts, managed assets | $2,213,889,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,163,000 | 134 |
| Employee benefit-defined benefit accounts, managed assets | $18,828,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $354,013,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $576,785,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $126,578,000 | 96 |
| Other fiduciary accounts, managed assets | $2,787,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $354,013,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,992,747,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $907,976,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,061,856,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $22,915,000 | 113 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $439,114,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $462,029,000 | 25 |
| 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 | $4,903,467,000 | 85 |
| Managed Assets ($) | $3,079,537,000 | 83 |
| Personal trust and agency accounts, managed assets | $2,048,770,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,345,000 | 154 |
| Employee benefit-defined benefit accounts, managed assets | $16,804,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $333,952,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $579,311,000 | 121 |
| Foundation and endowment trust and agency accounts, managed assets | $77,586,000 | 130 |
| Other fiduciary accounts, managed assets | $2,769,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $333,952,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,823,930,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $883,037,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $918,801,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $22,092,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $452,190,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $474,282,000 | 26 |
| 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 | $4,802,508,000 | 81 |
| Managed Assets ($) | $2,870,042,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,939,317,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,951,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $14,997,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $304,314,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $517,387,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | $72,466,000 | 123 |
| Other fiduciary accounts, managed assets | $2,610,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $304,314,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,932,466,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $881,070,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,030,274,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $21,122,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $437,116,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $458,238,000 | 27 |
| 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 | $5,368,481,000 | 78 |
| Managed Assets ($) | $3,369,592,000 | 78 |
| Personal trust and agency accounts, managed assets | $2,296,857,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,376,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $16,125,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $346,489,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $601,882,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | $84,950,000 | 125 |
| Other fiduciary accounts, managed assets | $2,913,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $346,489,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,998,889,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $989,059,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $987,802,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $22,028,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $430,099,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $452,127,000 | 28 |
| 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 | $5,273,437,000 | 81 |
| Managed Assets ($) | $3,308,097,000 | 78 |
| Personal trust and agency accounts, managed assets | $2,325,326,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,260,000 | 144 |
| Employee benefit-defined benefit accounts, managed assets | $17,494,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $335,875,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $528,081,000 | 132 |
| Foundation and endowment trust and agency accounts, managed assets | $79,946,000 | 124 |
| Other fiduciary accounts, managed assets | $1,115,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $335,875,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,965,340,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $946,688,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $996,202,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $22,450,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $448,962,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $358,326,000 | 29 |
| 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 | $5,162,544,000 | 81 |
| Managed Assets ($) | $3,212,302,000 | 77 |
| Personal trust and agency accounts, managed assets | $2,223,590,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,563,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $19,581,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $329,848,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $535,576,000 | 129 |
| Foundation and endowment trust and agency accounts, managed assets | $83,009,000 | 117 |
| Other fiduciary accounts, managed assets | $1,135,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $329,848,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,950,242,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $931,895,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $996,202,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $22,145,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $438,106,000 | 119 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $351,994,000 | 28 |
| 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 | $4,954,624,000 | 85 |
| Managed Assets ($) | $3,159,194,000 | 78 |
| Personal trust and agency accounts, managed assets | $2,178,025,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,605,000 | 157 |
| Employee benefit-defined benefit accounts, managed assets | $20,511,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $333,884,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $526,495,000 | 130 |
| Foundation and endowment trust and agency accounts, managed assets | $80,540,000 | 118 |
| Other fiduciary accounts, managed assets | $1,134,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $333,884,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,795,430,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $808,152,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $960,270,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $27,008,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $445,233,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,008,000 | 121 |
| 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 | $4,512,126,000 | 87 |
| Managed Assets ($) | $2,839,207,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,909,995,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,560,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $18,610,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $315,902,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $490,248,000 | 128 |
| Foundation and endowment trust and agency accounts, managed assets | $86,786,000 | 108 |
| Other fiduciary accounts, managed assets | $1,106,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $315,902,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,672,919,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $788,689,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $864,742,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $19,488,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $336,180,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,488,000 | 176 |
| 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 | $4,845,419,000 | 86 |
| Managed Assets ($) | $3,132,076,000 | 76 |
| Personal trust and agency accounts, managed assets | $2,081,060,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,539,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $19,111,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $346,002,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $569,871,000 | 119 |
| Foundation and endowment trust and agency accounts, managed assets | $95,325,000 | 107 |
| Other fiduciary accounts, managed assets | $1,168,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $346,002,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,713,343,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $814,650,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $878,077,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $20,616,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $394,852,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,616,000 | 140 |
| 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 | $4,626,681,000 | 88 |
| Managed Assets ($) | $2,991,795,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,441,815,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,003,000 | 161 |
| Employee benefit-defined benefit accounts, managed assets | $17,832,000 | 127 |
| Other employee benefit and retirement-related accounts, managed assets | $341,454,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,077,455,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $93,236,000 | 108 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $341,454,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,634,886,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $809,459,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $825,427,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $0 | 328 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $416,700,000 | 124 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,585,000 | 135 |
| 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 | $4,554,869,000 | 87 |
| Managed Assets ($) | $3,000,202,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,407,976,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,037,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $17,139,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $342,372,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,116,369,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $97,309,000 | 104 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $342,372,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,554,667,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $755,785,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $798,882,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $420,853,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,578,000 | 134 |
| 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 | $4,588,818,000 | 85 |
| Managed Assets ($) | $3,126,332,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,437,993,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,206,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $17,107,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $351,836,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $1,180,007,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $97,183,000 | 106 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $351,836,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,462,486,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $714,345,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $748,141,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $0 | 646 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $374,404,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,688,000 | 174 |
| 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 | $4,376,336,000 | 87 |
| Managed Assets ($) | $2,953,953,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,320,737,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,203,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $16,116,000 | 126 |
| Other employee benefit and retirement-related accounts, managed assets | $343,592,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,140,767,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $93,538,000 | 105 |
| 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 | $343,592,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,422,383,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $704,667,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $717,716,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $0 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $349,945,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,265,000 | 137 |
| 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 | $4,242,442,000 | 86 |
| Managed Assets ($) | $2,851,872,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,286,453,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,314,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $16,217,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $328,492,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,095,622,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $90,774,000 | 104 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $328,492,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,390,570,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $703,757,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $686,813,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $366,438,000 | 121 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,556,000 | 141 |
| 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 | $4,154,500,000 | 88 |
| Managed Assets ($) | $2,741,230,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,234,609,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,268,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $15,662,000 | 128 |
| Other employee benefit and retirement-related accounts, managed assets | $324,072,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,045,905,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $86,714,000 | 107 |
| 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 | $324,072,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,413,270,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $680,111,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $733,159,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $0 | 329 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $389,021,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,139,000 | 138 |
| 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 | $4,014,325,000 | 88 |
| Managed Assets ($) | $2,691,833,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,212,933,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,847,000 | 137 |
| Employee benefit-defined benefit accounts, managed assets | $14,941,000 | 144 |
| Other employee benefit and retirement-related accounts, managed assets | $315,929,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $1,034,176,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $84,007,000 | 109 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $315,929,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,322,492,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $651,702,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $670,790,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $0 | 684 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $334,698,000 | 137 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,129,000 | 178 |
| 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 | $3,981,988,000 | 87 |
| Managed Assets ($) | $2,670,913,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,190,400,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,435,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $14,630,000 | 131 |
| Other employee benefit and retirement-related accounts, managed assets | $315,674,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,050,761,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $84,013,000 | 105 |
| 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 | $315,674,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,311,075,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $657,844,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $653,231,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $334,852,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,202,000 | 137 |
| 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 | $3,931,533,000 | 87 |
| Managed Assets ($) | $2,649,486,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,199,756,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,391,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $13,309,000 | 137 |
| Other employee benefit and retirement-related accounts, managed assets | $304,501,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,018,282,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $99,247,000 | 96 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $304,501,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,282,047,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $644,177,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $637,870,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $332,045,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,862,000 | 137 |
| 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 | $3,783,580,000 | 89 |
| Managed Assets ($) | $2,598,306,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,129,403,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,916,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $12,764,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $307,053,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $1,044,115,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $90,055,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $307,053,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,185,274,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $569,565,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $615,709,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $315,919,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,044,000 | 145 |
| 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 | $3,679,079,000 | 89 |
| Managed Assets ($) | $2,541,790,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,082,043,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,729,000 | 201 |
| Employee benefit-defined benefit accounts, managed assets | $11,821,000 | 162 |
| Other employee benefit and retirement-related accounts, managed assets | $308,139,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $1,034,542,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $90,516,000 | 98 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $308,139,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,137,289,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $551,947,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $585,342,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $0 | 700 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $245,873,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,824,000 | 191 |
| 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 | $3,617,808,000 | 87 |
| Managed Assets ($) | $2,492,653,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,053,063,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,583,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $11,074,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $298,587,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,024,517,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $90,829,000 | 94 |
| 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 | $298,587,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,125,155,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $561,350,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $563,805,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $263,074,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,831,000 | 145 |
| 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 | $3,734,352,000 | 87 |
| Managed Assets ($) | $2,584,388,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,070,603,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,354,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $11,223,000 | 145 |
| Other employee benefit and retirement-related accounts, managed assets | $309,994,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $1,062,001,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $115,213,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $309,994,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,149,964,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $557,287,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $592,677,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $280,165,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,346,000 | 151 |
| 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 | $3,723,378,000 | 89 |
| Managed Assets ($) | $2,583,843,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,086,074,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,244,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $10,481,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $305,071,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,069,400,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $98,573,000 | 93 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $305,071,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,139,535,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $551,196,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $588,339,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $0 | 335 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $295,053,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $16,666,000 | 158 |
| 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 | $3,701,721,000 | 87 |
| Managed Assets ($) | $2,611,382,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,130,524,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,629,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $10,265,000 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $292,156,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,071,207,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $91,601,000 | 95 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $292,156,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,090,339,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $521,341,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $568,998,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $0 | 732 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $251,723,000 | 156 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,779,000 | 214 |
| 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 | $3,527,977,000 | 88 |
| Managed Assets ($) | $2,607,115,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,148,492,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,514,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $10,287,000 | 153 |
| Other employee benefit and retirement-related accounts, managed assets | $285,385,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,054,587,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $91,850,000 | 93 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $285,385,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $920,862,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $390,614,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $530,248,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $230,016,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,349,000 | 162 |
| 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 | $3,542,176,000 | 85 |
| Managed Assets ($) | $2,650,040,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,208,159,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,594,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $10,698,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $282,668,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,042,130,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $89,791,000 | 94 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $282,668,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $892,136,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $369,187,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $522,949,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $0 | 337 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $306,379,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,203,000 | 162 |
| 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 | $3,441,202,000 | 86 |
| Managed Assets ($) | $2,593,756,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,222,416,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,745,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $9,996,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $273,683,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $988,800,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | $83,116,000 | 98 |
| 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 | $273,683,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $847,446,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $364,936,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $482,510,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $0 | 341 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $305,510,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,461,000 | 166 |
| 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 | $3,280,845,000 | 89 |
| Managed Assets ($) | $2,613,374,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,268,717,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,345,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $10,540,000 | 171 |
| Other employee benefit and retirement-related accounts, managed assets | $272,331,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $967,049,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $79,392,000 | 99 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $272,331,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $667,471,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $264,331,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $403,140,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $0 | 759 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $285,360,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,975,000 | 228 |
| 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 | $3,129,143,000 | 88 |
| Managed Assets ($) | $2,714,682,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,427,389,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,117,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $10,150,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $255,583,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $929,444,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $75,999,000 | 97 |
| 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 | $255,583,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $414,461,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $0 | 325 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $414,461,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $0 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $292,094,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,823,000 | 163 |
| 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 | $2,986,487,000 | 89 |
| Managed Assets ($) | $2,986,487,000 | 64 |
| Personal trust and agency accounts, managed assets | $1,376,420,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $409,549,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $9,088,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $244,151,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $874,157,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $73,122,000 | 100 |
| 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 | $244,151,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 389 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $294,736,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,455,000 | 164 |
| 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 | $2,934,606,000 | 87 |
| Managed Assets ($) | $2,934,606,000 | 63 |
| Personal trust and agency accounts, managed assets | $1,353,744,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $393,454,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $9,240,000 | 152 |
| Other employee benefit and retirement-related accounts, managed assets | $244,373,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $864,700,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $69,095,000 | 104 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $244,373,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 392 |
| Personal trust and agency accounts, non-managed assets | $0 | 329 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $0 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $309,752,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,322,000 | 175 |
| 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 | $2,739,529,000 | 93 |
| Managed Assets ($) | $2,393,415,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,210,585,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,773,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $8,732,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $237,587,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $853,856,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $66,882,000 | 102 |
| 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 | $237,587,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $346,114,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $0 | 842 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $346,114,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
| Other retirement accounts, non-managed assets | $0 | 765 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $223,762,000 | 159 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,257,000 | 304 |
| 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 | $2,681,951,000 | 92 |
| Managed Assets ($) | $2,681,951,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,170,254,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $355,956,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $8,771,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $233,432,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $846,969,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $66,569,000 | 99 |
| 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 | $233,432,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 370 |
| Personal trust and agency accounts, non-managed assets | $0 | 311 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $0 | 313 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $260,524,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,262,000 | 203 |
| 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 | $2,574,584,000 | 92 |
| Managed Assets ($) | $1,274,968,000 | 105 |
| Personal trust and agency accounts, managed assets | $154,671,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,737,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $8,723,000 | 154 |
| Other employee benefit and retirement-related accounts, managed assets | $217,517,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $809,630,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | $68,690,000 | 94 |
| 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 | $217,517,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,299,616,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $980,800,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $318,816,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $0 | 321 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $239,373,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,737,000 | 190 |
| 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 | $2,595,402,000 | 91 |
| Managed Assets ($) | $2,595,402,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,145,089,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $321,781,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $11,214,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $213,815,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $831,556,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | $71,947,000 | 90 |
| 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 | $213,815,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 371 |
| Personal trust and agency accounts, non-managed assets | $0 | 313 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 286 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
| Other retirement accounts, non-managed assets | $0 | 318 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $246,996,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,006,000 | 186 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,367,065,000 | 95 |
| Managed Assets ($) | $2,367,065,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,021,591,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $295,926,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $13,913,000 | 143 |
| Other employee benefit and retirement-related accounts, managed assets | $201,775,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $779,152,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $54,708,000 | 100 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $201,775,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $0 | 1,160 |
| Personal trust and agency accounts, non-managed assets | $0 | 854 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 559 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
| Other retirement accounts, non-managed assets | $0 | 778 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $234,645,000 | 160 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,047,000 | 335 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,020,379,000 | 105 |
| Managed Assets ($) | $2,020,379,000 | 76 |
| Personal trust and agency accounts, managed assets | $953,343,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $247,615,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $6,829,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $161,017,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $627,137,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $24,438,000 | 153 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $161,017,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 393 |
| Personal trust and agency accounts, non-managed assets | $0 | 323 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $234,259,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,971,000 | 197 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,253,291,000 | 102 |
| Managed Assets ($) | $2,253,291,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,151,273,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $290,313,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $5,552,000 | 172 |
| Other employee benefit and retirement-related accounts, managed assets | $155,325,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $622,200,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $28,628,000 | 149 |
| 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 | $155,325,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 398 |
| Personal trust and agency accounts, non-managed assets | $0 | 327 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 325 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| 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 | $276,102,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,726,000 | 207 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,011,383,000 | 105 |
| Managed Assets ($) | $2,011,383,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,197,203,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,992,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $5,278,000 | 175 |
| Other employee benefit and retirement-related accounts, managed assets | $140,537,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $459,096,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $28,277,000 | 150 |
| 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 | $140,537,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 403 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| 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 | $272,908,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,696,000 | 202 |
| 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 | $1,887,776,000 | 111 |
| Managed Assets ($) | $1,887,776,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,114,055,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $184,993,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
| Other employee benefit and retirement-related accounts, managed assets | $125,302,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $436,763,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $26,663,000 | 160 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $125,302,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $0 | 1,212 |
| Personal trust and agency accounts, non-managed assets | $0 | 894 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
| Other retirement accounts, non-managed assets | $0 | 797 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $217,680,000 | 171 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,771,000 | 365 |
| 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 | $1,745,895,000 | 114 |
| Managed Assets ($) | $1,745,895,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,034,797,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,298,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $111,840,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $419,923,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | $25,037,000 | 147 |
| 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 | $111,840,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 389 |
| Personal trust and agency accounts, non-managed assets | $0 | 328 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
| Other retirement accounts, non-managed assets | $0 | 311 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,813,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,773,000 | 206 |
| 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 | $611,390,000 | 198 |
| Managed Assets ($) | $611,390,000 | 151 |
| Personal trust and agency accounts, managed assets | $46,521,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,224,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $94,088,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $313,302,000 | 113 |
| Foundation and endowment trust and agency accounts, managed assets | $23,255,000 | 147 |
| 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 | $94,088,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 392 |
| Personal trust and agency accounts, non-managed assets | $0 | 331 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $0 | 312 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $124,510,000 | 177 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,488,000 | 208 |
| 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 | $684,812,000 | 189 |
| Managed Assets ($) | $684,812,000 | 148 |
| Personal trust and agency accounts, managed assets | $49,024,000 | 310 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $151,131,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $100,449,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $333,410,000 | 112 |
| Foundation and endowment trust and agency accounts, managed assets | $50,798,000 | 92 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $100,449,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 399 |
| Personal trust and agency accounts, non-managed assets | $0 | 339 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 313 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,862,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,304,000 | 200 |
| 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 | $639,835,000 | 200 |
| Managed Assets ($) | $639,835,000 | 154 |
| Personal trust and agency accounts, managed assets | $47,149,000 | 447 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,673,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
| Other employee benefit and retirement-related accounts, managed assets | $97,546,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $319,772,000 | 115 |
| Foundation and endowment trust and agency accounts, managed assets | $47,695,000 | 90 |
| 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 | $97,546,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $0 | 1,242 |
| Personal trust and agency accounts, non-managed assets | $0 | 920 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
| Other retirement accounts, non-managed assets | $0 | 806 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,140,000 | 213 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,770,000 | 364 |
| 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 | $579,407,000 | 211 |
| Managed Assets ($) | $579,407,000 | 165 |
| Personal trust and agency accounts, managed assets | $43,975,000 | 303 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $58,648,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 342 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $476,784,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 385 |
| Personal trust and agency accounts, non-managed assets | $0 | 330 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $0 | 306 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $113,925,000 | 188 |
| 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 | $501,699,000 | 224 |
| Managed Assets ($) | $501,699,000 | 172 |
| Personal trust and agency accounts, managed assets | $40,349,000 | 312 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 346 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $461,350,000 | 92 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 391 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $0 | 311 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,791,000 | 215 |
| 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 | $447,634,000 | 228 |
| Managed Assets ($) | $447,634,000 | 176 |
| Personal trust and agency accounts, managed assets | $30,836,000 | 319 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 348 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $416,798,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 392 |
| Personal trust and agency accounts, non-managed assets | $0 | 334 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $0 | 312 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $90,678,000 | 218 |
| 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 | $462,043,000 | 233 |
| Managed Assets ($) | $462,043,000 | 177 |
| Personal trust and agency accounts, managed assets | $32,321,000 | 555 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 632 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 777 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $429,722,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,241 |
| Personal trust and agency accounts, non-managed assets | $0 | 946 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
| Other retirement accounts, non-managed assets | $0 | 811 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,125,000 | 239 |
| 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 | $532,555,000 | 228 |
| Managed Assets ($) | $532,555,000 | 175 |
| Personal trust and agency accounts, managed assets | $36,537,000 | 341 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 321 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 375 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $496,018,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 420 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,378,000 | 191 |
| 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 | $567,183,000 | 232 |
| Managed Assets ($) | $567,183,000 | 177 |
| Personal trust and agency accounts, managed assets | $36,734,000 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 381 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $530,449,000 | 101 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 426 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $129,640,000 | 209 |
| 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 | $577,563,000 | 235 |
| Managed Assets ($) | $577,563,000 | 176 |
| Personal trust and agency accounts, managed assets | $36,152,000 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 388 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $541,411,000 | 100 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 431 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $0 | 341 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,734,000 | 204 |
| 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 | $581,656,000 | 239 |
| Managed Assets ($) | $581,656,000 | 179 |
| Personal trust and agency accounts, managed assets | $36,029,000 | 556 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 666 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 790 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $545,627,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,291 |
| Personal trust and agency accounts, non-managed assets | $0 | 969 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
| Other retirement accounts, non-managed assets | $0 | 860 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $158,313,000 | 205 |
| 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 | $593,203,000 | 235 |
| Managed Assets ($) | $593,203,000 | 178 |
| Personal trust and agency accounts, managed assets | $31,351,000 | 343 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 368 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $561,852,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 416 |
| Personal trust and agency accounts, non-managed assets | $0 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $130,182,000 | 216 |
| 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 | $605,579,000 | 240 |
| Managed Assets ($) | $605,579,000 | 184 |
| Personal trust and agency accounts, managed assets | $27,796,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $577,783,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, non-managed assets | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $115,869,000 | 232 |
| 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 | $572,826,000 | 242 |
| Managed Assets ($) | $572,826,000 | 184 |
| Personal trust and agency accounts, managed assets | $26,884,000 | 354 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $545,942,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 424 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,800,000 | 220 |
| 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 | $589,289,000 | 237 |
| Managed Assets ($) | $589,289,000 | 180 |
| Personal trust and agency accounts, managed assets | $29,535,000 | 614 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $559,754,000 | 94 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,321 |
| Personal trust and agency accounts, non-managed assets | $0 | 983 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $0 | 853 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,375,000 | 263 |
| 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 | $465,412,000 | 270 |
| Managed Assets ($) | $465,412,000 | 210 |
| Personal trust and agency accounts, managed assets | $27,451,000 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $437,961,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 408 |
| Personal trust and agency accounts, non-managed assets | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,361,000 | 256 |
| 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 | $474,780,000 | 266 |
| Managed Assets ($) | $474,780,000 | 205 |
| Personal trust and agency accounts, managed assets | $29,531,000 | 347 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 328 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $445,249,000 | 106 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 411 |
| Personal trust and agency accounts, non-managed assets | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 330 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,581,000 | 269 |
| 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 | $452,847,000 | 280 |
| Managed Assets ($) | $452,847,000 | 215 |
| Personal trust and agency accounts, managed assets | $30,810,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 337 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $422,037,000 | 108 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 422 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 333 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $88,071,000 | 259 |
| 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 | $465,793,000 | 266 |
| Managed Assets ($) | $465,793,000 | 207 |
| Personal trust and agency accounts, managed assets | $30,494,000 | 596 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 755 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $435,299,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,365 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $0 | 867 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,786,000 | 297 |
| 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 | $395,600,000 | 291 |
| Managed Assets ($) | $395,600,000 | 223 |
| Personal trust and agency accounts, managed assets | $22,900,000 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $372,700,000 | 114 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 412 |
| Personal trust and agency accounts, non-managed assets | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $88,300,000 | 244 |
| 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 | $357,259,000 | 301 |
| Managed Assets ($) | $357,259,000 | 234 |
| Personal trust and agency accounts, managed assets | $19,363,000 | 366 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $337,896,000 | 124 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $79,784,000 | 252 |
| 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 | $314,791,000 | 316 |
| Managed Assets ($) | $313,428,000 | 247 |
| Personal trust and agency accounts, managed assets | $19,661,000 | 366 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $293,767,000 | 134 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,363,000 | 408 |
| Personal trust and agency accounts, non-managed assets | $1,363,000 | 305 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,309,000 | 257 |
| 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 | $204,335,000 | 414 |
| Managed Assets ($) | $201,887,000 | 332 |
| Personal trust and agency accounts, managed assets | $27,515,000 | 619 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 765 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $174,372,000 | 181 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,448,000 | 899 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,448,000 | 494 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $0 | 862 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,554,000 | 305 |
| 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 | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Personal trust and agency accounts, managed assets | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 404 |
| 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 | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, managed assets | $0 | 418 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 338 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 409 |
| 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 | $0 | 1,848 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Personal trust and agency accounts, managed assets | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 436 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $0 | 416 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |