Home > Firstmerit Bank > Total Fiduciary and Related Assets
Firstmerit Bank, Total Fiduciary and Related Assets
| 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 | $5,918,565,000 | 69 |
| Managed Assets ($) | $4,660,450,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,170,957,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,713,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $376,570,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $392,471,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,375,914,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $64,828,000 | 119 |
| Other fiduciary accounts, managed assets | $174,997,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $378,609,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,258,115,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $136,911,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $699,991,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $192,897,000 | 51 |
| Other retirement accounts, non-managed assets | $209,965,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $8,861,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $9,457,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,287,703,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,418,000 | 136 |
| 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 | $5,885,385,000 | 68 |
| Managed Assets ($) | $4,642,141,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,157,021,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,650,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $338,116,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $394,371,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $2,409,133,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $58,841,000 | 126 |
| Other fiduciary accounts, managed assets | $180,009,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $379,091,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,243,244,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $133,236,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $697,346,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $184,544,000 | 50 |
| Other retirement accounts, non-managed assets | $209,779,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $8,409,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $9,897,000 | 103 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,274,742,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,549,000 | 133 |
| 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 | $5,781,306,000 | 67 |
| Managed Assets ($) | $4,553,784,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,148,557,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $102,592,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $334,063,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $386,587,000 | 46 |
| Corporate trust and agency accounts, managed assets | $587,000 | 111 |
| Investment management and investment advisory agency accounts, managed assets | $2,340,382,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $58,004,000 | 127 |
| Other fiduciary accounts, managed assets | $183,012,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $371,736,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,227,522,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $131,951,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $692,934,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $175,215,000 | 55 |
| Other retirement accounts, non-managed assets | $210,022,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $7,798,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $9,569,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,298,361,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,335,000 | 164 |
| 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 | $5,674,009,000 | 67 |
| Managed Assets ($) | $4,478,481,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,122,260,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,815,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $326,518,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $372,526,000 | 46 |
| Corporate trust and agency accounts, managed assets | $470,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $2,314,626,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $57,365,000 | 122 |
| Other fiduciary accounts, managed assets | $179,901,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $357,655,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,195,528,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $128,359,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $661,006,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $170,528,000 | 55 |
| Other retirement accounts, non-managed assets | $222,056,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $5,018,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $8,528,000 | 109 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,272,948,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,825,000 | 125 |
| 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 | $5,898,551,000 | 67 |
| Managed Assets ($) | $4,616,628,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,181,549,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $113,763,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $338,922,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $387,177,000 | 48 |
| Corporate trust and agency accounts, managed assets | $469,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $2,341,922,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $61,156,000 | 123 |
| Other fiduciary accounts, managed assets | $191,670,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $371,382,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,281,923,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $137,256,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $699,999,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,547,000 | 53 |
| Other retirement accounts, non-managed assets | $237,798,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $6,308,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $9,982,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,348,728,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,606,000 | 128 |
| 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 | $6,043,732,000 | 67 |
| Managed Assets ($) | $4,712,719,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,203,701,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,975,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $350,924,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $395,881,000 | 47 |
| Corporate trust and agency accounts, managed assets | $471,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $2,380,825,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $62,635,000 | 123 |
| Other fiduciary accounts, managed assets | $196,307,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $381,072,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,331,013,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $141,106,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $706,625,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $188,289,000 | 54 |
| Other retirement accounts, non-managed assets | $282,183,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $6,025,000 | 78 |
| Investment management and advisory agency accounts, non-managed assets | $6,752,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,330,317,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,260,000 | 126 |
| 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 | $5,972,771,000 | 66 |
| Managed Assets ($) | $4,689,596,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,228,690,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $117,614,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $352,293,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $392,499,000 | 47 |
| Corporate trust and agency accounts, managed assets | $587,000 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $2,347,606,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $101,481,000 | 87 |
| Other fiduciary accounts, managed assets | $148,826,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $377,064,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,283,175,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $140,274,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $695,312,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $251,472,000 | 42 |
| Other retirement accounts, non-managed assets | $182,799,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $5,562,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $7,723,000 | 145 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,413,302,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,590,000 | 148 |
| 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 | $5,972,902,000 | 67 |
| Managed Assets ($) | $4,682,417,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,215,400,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,598,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $348,625,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $382,461,000 | 45 |
| Corporate trust and agency accounts, managed assets | $366,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $2,353,590,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $96,394,000 | 90 |
| Other fiduciary accounts, managed assets | $146,983,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $366,775,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,290,485,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $157,445,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $662,814,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $272,146,000 | 42 |
| Other retirement accounts, non-managed assets | $183,647,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $6,660,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $7,740,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,382,285,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,483,000 | 121 |
| 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 | $6,009,740,000 | 66 |
| Managed Assets ($) | $4,703,169,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,234,515,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,309,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $354,677,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $379,349,000 | 45 |
| Corporate trust and agency accounts, managed assets | $38,737,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $2,343,598,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $60,517,000 | 118 |
| Other fiduciary accounts, managed assets | $150,467,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $363,327,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,306,571,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $142,980,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $682,178,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $277,272,000 | 41 |
| Other retirement accounts, non-managed assets | $188,115,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $6,236,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $9,757,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,487,189,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,466,000 | 119 |
| 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 | $5,869,616,000 | 66 |
| Managed Assets ($) | $4,600,297,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,199,419,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,645,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $352,944,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $363,035,000 | 44 |
| Corporate trust and agency accounts, managed assets | $397,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $2,307,949,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $96,811,000 | 84 |
| Other fiduciary accounts, managed assets | $141,097,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $351,780,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,269,319,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $137,674,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $667,355,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $270,282,000 | 42 |
| Other retirement accounts, non-managed assets | $182,774,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $5,992,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $5,208,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 148 |
| Other fiduciary accounts, non-managed assets | $1,000 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,462,361,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,527,000 | 124 |
| 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 | $5,942,066,000 | 64 |
| Managed Assets ($) | $4,484,612,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,195,401,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $155,753,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $281,205,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $355,800,000 | 41 |
| Corporate trust and agency accounts, managed assets | $236,000 | 140 |
| Investment management and investment advisory agency accounts, managed assets | $2,327,655,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $57,768,000 | 122 |
| Other fiduciary accounts, managed assets | $110,794,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $343,698,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,457,454,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $144,590,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $866,543,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $259,660,000 | 43 |
| Other retirement accounts, non-managed assets | $173,783,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $5,518,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $7,327,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,403,077,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,649,000 | 156 |
| 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 | $5,940,357,000 | 64 |
| Managed Assets ($) | $4,450,347,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,193,633,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $179,865,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $358,448,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $339,684,000 | 41 |
| Corporate trust and agency accounts, managed assets | $237,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $2,130,968,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $124,455,000 | 69 |
| Other fiduciary accounts, managed assets | $123,057,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $328,142,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,490,010,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $136,540,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $961,546,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $241,237,000 | 47 |
| Other retirement accounts, non-managed assets | $136,300,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $6,610,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $7,744,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,376,368,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,746,000 | 128 |
| 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 | $5,758,307,000 | 66 |
| Managed Assets ($) | $4,342,048,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,170,923,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,122,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $348,150,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $330,567,000 | 42 |
| Corporate trust and agency accounts, managed assets | $238,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,066,871,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $127,406,000 | 69 |
| Other fiduciary accounts, managed assets | $119,771,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $319,135,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,416,259,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $134,634,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $905,213,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $331,548,000 | 43 |
| Other retirement accounts, non-managed assets | $31,405,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $6,197,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $7,229,000 | 103 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,377,845,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,875,000 | 127 |
| 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 | $3,844,099,000 | 79 |
| Managed Assets ($) | $2,818,983,000 | 66 |
| Personal trust and agency accounts, managed assets | $591,946,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $136,038,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $280,234,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $214,792,000 | 57 |
| Corporate trust and agency accounts, managed assets | $238,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $1,429,261,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $66,292,000 | 109 |
| Other fiduciary accounts, managed assets | $100,182,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $203,504,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,025,116,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $30,362,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $616,817,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $332,905,000 | 43 |
| Other retirement accounts, non-managed assets | $31,267,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $5,979,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $7,753,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,000 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $962,789,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,134,000 | 142 |
| 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 | $3,721,227,000 | 76 |
| Managed Assets ($) | $2,738,852,000 | 66 |
| Personal trust and agency accounts, managed assets | $578,410,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,379,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $274,301,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $205,174,000 | 56 |
| Corporate trust and agency accounts, managed assets | $239,000 | 145 |
| Investment management and investment advisory agency accounts, managed assets | $1,389,667,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $64,553,000 | 106 |
| Other fiduciary accounts, managed assets | $95,129,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $194,548,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $982,375,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $31,058,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $585,606,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $318,077,000 | 43 |
| Other retirement accounts, non-managed assets | $29,839,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $5,505,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $8,504,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,786,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $963,923,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,923,000 | 186 |
| 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 | $3,713,562,000 | 73 |
| Managed Assets ($) | $2,739,895,000 | 65 |
| Personal trust and agency accounts, managed assets | $592,719,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,169,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $278,048,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $207,837,000 | 54 |
| Corporate trust and agency accounts, managed assets | $1,000 | 82 |
| Investment management and investment advisory agency accounts, managed assets | $1,370,550,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $68,599,000 | 97 |
| Other fiduciary accounts, managed assets | $100,972,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $197,215,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $973,667,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $30,027,000 | 132 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $581,593,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $314,637,000 | 43 |
| Other retirement accounts, non-managed assets | $30,652,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $6,572,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $6,904,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,282,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $989,633,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,049,000 | 136 |
| 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 | $3,595,262,000 | 74 |
| Managed Assets ($) | $2,669,620,000 | 65 |
| Personal trust and agency accounts, managed assets | $598,700,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $119,345,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $258,627,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $203,835,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,332,966,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $66,318,000 | 98 |
| Other fiduciary accounts, managed assets | $89,829,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $193,752,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $925,642,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $26,351,000 | 137 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $556,497,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $297,633,000 | 43 |
| Other retirement accounts, non-managed assets | $29,890,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $6,155,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $6,004,000 | 103 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,112,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $966,945,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $17,635,000 | 137 |
| 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 | $3,672,736,000 | 73 |
| Managed Assets ($) | $2,662,604,000 | 64 |
| Personal trust and agency accounts, managed assets | $607,759,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,315,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $274,323,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $205,725,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,283,104,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $66,091,000 | 96 |
| Other fiduciary accounts, managed assets | $99,287,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $194,197,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,010,132,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $77,591,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $572,715,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $309,678,000 | 43 |
| Other retirement accounts, non-managed assets | $30,688,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $8,655,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $7,455,000 | 98 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,350,000 | 87 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $932,634,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,164,000 | 140 |
| 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 | $3,526,818,000 | 75 |
| Managed Assets ($) | $2,594,441,000 | 63 |
| Personal trust and agency accounts, managed assets | $650,368,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,600,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $260,651,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $185,675,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $1,225,655,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $58,871,000 | 97 |
| Other fiduciary accounts, managed assets | $84,621,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $180,930,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $932,377,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $26,515,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $572,319,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $279,150,000 | 44 |
| Other retirement accounts, non-managed assets | $36,180,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $7,874,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $7,802,000 | 136 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,537,000 | 102 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $875,918,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,954,000 | 170 |
| 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 | $3,447,415,000 | 76 |
| Managed Assets ($) | $2,507,816,000 | 66 |
| Personal trust and agency accounts, managed assets | $636,015,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $120,412,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $252,277,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $183,073,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,175,475,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $59,768,000 | 90 |
| Other fiduciary accounts, managed assets | $80,796,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $176,550,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $939,599,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $34,548,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $512,064,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $256,989,000 | 45 |
| Other retirement accounts, non-managed assets | $35,657,000 | 82 |
| Corporate trust and agency accounts, non-managed assets | $9,024,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $4,004,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $87,313,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $747,844,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $19,907,000 | 126 |
| 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 | $3,764,986,000 | 78 |
| Managed Assets ($) | $2,640,578,000 | 66 |
| Personal trust and agency accounts, managed assets | $796,026,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,251,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $265,019,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $194,688,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,118,929,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $51,067,000 | 103 |
| Other fiduciary accounts, managed assets | $87,598,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $186,567,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,124,408,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $39,581,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $573,054,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $293,580,000 | 45 |
| Other retirement accounts, non-managed assets | $38,512,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $8,212,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $5,715,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $165,754,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $750,837,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,420,000 | 123 |
| 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 | $3,703,185,000 | 77 |
| Managed Assets ($) | $2,600,833,000 | 64 |
| Personal trust and agency accounts, managed assets | $808,048,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,085,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $266,934,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $184,796,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $1,076,486,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $48,561,000 | 105 |
| Other fiduciary accounts, managed assets | $87,923,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $177,550,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,102,352,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $36,945,000 | 123 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $550,123,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $299,327,000 | 45 |
| Other retirement accounts, non-managed assets | $38,475,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $7,792,000 | 76 |
| Investment management and advisory agency accounts, non-managed assets | $3,889,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $165,801,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $740,904,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,760,000 | 127 |
| 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 | $3,639,333,000 | 78 |
| Managed Assets ($) | $2,560,215,000 | 67 |
| Personal trust and agency accounts, managed assets | $807,128,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,505,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $261,211,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $174,725,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $1,054,559,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $49,227,000 | 104 |
| Other fiduciary accounts, managed assets | $85,860,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $168,137,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,079,118,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $44,654,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $539,153,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $286,151,000 | 45 |
| Other retirement accounts, non-managed assets | $39,485,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $6,849,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $4,107,000 | 164 |
| Foundation and endowment trust and agency accounts, non-managed assets | $158,719,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $721,494,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $22,452,000 | 157 |
| 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 | $3,570,153,000 | 78 |
| Managed Assets ($) | $2,563,938,000 | 66 |
| Personal trust and agency accounts, managed assets | $816,705,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,336,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $259,389,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $166,796,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $1,068,327,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $47,661,000 | 100 |
| Other fiduciary accounts, managed assets | $81,724,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $161,374,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,006,215,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $42,601,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $492,412,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $268,513,000 | 46 |
| Other retirement accounts, non-managed assets | $40,547,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $8,890,000 | 84 |
| Investment management and advisory agency accounts, non-managed assets | $3,253,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $149,999,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $706,587,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,568,000 | 115 |
| 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 | $3,493,465,000 | 77 |
| Managed Assets ($) | $2,521,174,000 | 64 |
| Personal trust and agency accounts, managed assets | $800,255,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $147,088,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $225,659,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $165,525,000 | 50 |
| Corporate trust and agency accounts, managed assets | $1,000 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $1,062,074,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $45,442,000 | 98 |
| Other fiduciary accounts, managed assets | $75,130,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $159,598,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $972,291,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $39,093,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $485,596,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $248,574,000 | 47 |
| Other retirement accounts, non-managed assets | $45,724,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $8,058,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $9,947,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $135,299,000 | 17 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $732,119,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,822,000 | 89 |
| 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 | $3,590,510,000 | 77 |
| Managed Assets ($) | $2,538,186,000 | 65 |
| Personal trust and agency accounts, managed assets | $848,132,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,602,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $245,045,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $150,937,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $1,037,900,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $47,883,000 | 97 |
| Other fiduciary accounts, managed assets | $81,687,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $145,079,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,052,324,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $40,907,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $526,752,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $267,611,000 | 44 |
| Other retirement accounts, non-managed assets | $51,882,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $7,650,000 | 93 |
| Investment management and advisory agency accounts, non-managed assets | $8,653,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $148,869,000 | 20 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $746,661,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $29,127,000 | 91 |
| 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 | $3,507,426,000 | 79 |
| Managed Assets ($) | $2,487,668,000 | 65 |
| Personal trust and agency accounts, managed assets | $833,382,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,251,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $235,798,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $141,400,000 | 63 |
| Corporate trust and agency accounts, managed assets | $1,000 | 240 |
| Investment management and investment advisory agency accounts, managed assets | $1,038,063,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $32,922,000 | 119 |
| Other fiduciary accounts, managed assets | $79,851,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $136,133,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $1,019,758,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $41,983,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $507,717,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $260,438,000 | 45 |
| Other retirement accounts, non-managed assets | $55,306,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $6,784,000 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $3,295,000 | 153 |
| Foundation and endowment trust and agency accounts, non-managed assets | $144,235,000 | 20 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $753,711,000 | 97 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,486,000 | 112 |
| 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 | $3,345,817,000 | 79 |
| Managed Assets ($) | $2,341,876,000 | 67 |
| Personal trust and agency accounts, managed assets | $823,681,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,931,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $189,033,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $179,733,000 | 50 |
| Corporate trust and agency accounts, managed assets | $1,000 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $885,216,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $124,281,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,003,941,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $43,774,000 | 117 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $488,862,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,620,000 | 55 |
| Other retirement accounts, non-managed assets | $165,138,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $16,058,000 | 88 |
| 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 | $140,489,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $792,453,000 | 96 |
| 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 | $3,125,295,000 | 83 |
| Managed Assets ($) | $2,220,037,000 | 68 |
| Personal trust and agency accounts, managed assets | $682,354,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,013,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $166,001,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $172,008,000 | 51 |
| Corporate trust and agency accounts, managed assets | $1,000 | 97 |
| Investment management and investment advisory agency accounts, managed assets | $927,697,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $113,963,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $905,258,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $44,469,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $439,780,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,311,000 | 55 |
| Other retirement accounts, non-managed assets | $149,082,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $15,338,000 | 88 |
| 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 | $128,278,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $772,487,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,976,611,000 | 82 |
| Managed Assets ($) | $2,146,626,000 | 68 |
| Personal trust and agency accounts, managed assets | $680,035,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $146,639,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $155,371,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $156,450,000 | 52 |
| Corporate trust and agency accounts, managed assets | $1,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $908,450,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $99,680,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $829,985,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $35,852,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $409,738,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,054,000 | 54 |
| Other retirement accounts, non-managed assets | $139,491,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $20,138,000 | 83 |
| 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 | $111,712,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $760,586,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | 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 | $3,170,730,000 | 85 |
| Managed Assets ($) | $2,284,243,000 | 66 |
| Personal trust and agency accounts, managed assets | $808,486,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,834,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $173,680,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $171,651,000 | 53 |
| Corporate trust and agency accounts, managed assets | $1,000 | 253 |
| Investment management and investment advisory agency accounts, managed assets | $938,483,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $54,108,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $886,487,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $41,868,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $433,556,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $122,250,000 | 60 |
| Other retirement accounts, non-managed assets | $157,613,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $14,334,000 | 109 |
| 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 | $116,866,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $766,965,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | 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 | $3,447,485,000 | 85 |
| Managed Assets ($) | $2,428,813,000 | 68 |
| Personal trust and agency accounts, managed assets | $892,909,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $147,039,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $198,658,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $176,150,000 | 54 |
| Corporate trust and agency accounts, managed assets | $1,000 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $955,153,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $58,903,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,018,672,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $43,228,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $484,166,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $138,340,000 | 59 |
| Other retirement accounts, non-managed assets | $204,105,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $16,084,000 | 89 |
| 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 | $132,749,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $797,117,000 | 106 |
| 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 | $3,611,093,000 | 89 |
| Managed Assets ($) | $2,492,453,000 | 73 |
| Personal trust and agency accounts, managed assets | $925,633,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,818,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $213,622,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $186,506,000 | 57 |
| Corporate trust and agency accounts, managed assets | $1,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $952,120,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $61,753,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,118,640,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $55,952,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $528,313,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,835,000 | 58 |
| Other retirement accounts, non-managed assets | $219,620,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $15,308,000 | 87 |
| 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 | $146,612,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $742,110,000 | 106 |
| 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 | $3,706,517,000 | 89 |
| Managed Assets ($) | $2,564,895,000 | 70 |
| Personal trust and agency accounts, managed assets | $974,756,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,909,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $218,568,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $188,221,000 | 56 |
| Corporate trust and agency accounts, managed assets | $1,000 | 97 |
| Investment management and investment advisory agency accounts, managed assets | $952,737,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $63,703,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,141,622,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $56,175,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $558,569,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $153,660,000 | 61 |
| Other retirement accounts, non-managed assets | $210,814,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $15,147,000 | 87 |
| 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 | $147,257,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $748,084,000 | 108 |
| 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 | $3,852,986,000 | 85 |
| Managed Assets ($) | $2,650,240,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,023,299,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,867,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $231,526,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $194,044,000 | 50 |
| Corporate trust and agency accounts, managed assets | $1,000 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $965,645,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $65,858,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,202,746,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $58,217,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $591,020,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $166,935,000 | 62 |
| Other retirement accounts, non-managed assets | $219,463,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $14,221,000 | 106 |
| 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 | $152,890,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $772,392,000 | 113 |
| 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 | $3,943,051,000 | 86 |
| Managed Assets ($) | $2,713,630,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,046,803,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,028,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $232,186,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $198,880,000 | 51 |
| Corporate trust and agency accounts, managed assets | $1,000 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $984,943,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $65,789,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,229,421,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $61,393,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $601,963,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $167,122,000 | 62 |
| Other retirement accounts, non-managed assets | $221,647,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $15,900,000 | 85 |
| 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 | $161,396,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $766,930,000 | 112 |
| 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 | $3,848,547,000 | 90 |
| Managed Assets ($) | $2,630,058,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,038,398,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,383,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $226,473,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $192,609,000 | 52 |
| Corporate trust and agency accounts, managed assets | $1,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $927,947,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $64,247,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,218,489,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $59,282,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $596,412,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $159,368,000 | 66 |
| Other retirement accounts, non-managed assets | $221,613,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $28,489,000 | 83 |
| 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 | $153,325,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $736,849,000 | 119 |
| 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 | $3,854,298,000 | 89 |
| Managed Assets ($) | $2,602,264,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,028,728,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,555,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $225,729,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $186,488,000 | 50 |
| Corporate trust and agency accounts, managed assets | $1,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $917,278,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $61,485,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,252,034,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $59,366,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $657,410,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,581,000 | 65 |
| Other retirement accounts, non-managed assets | $207,048,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $27,138,000 | 82 |
| 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 | $151,491,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $749,136,000 | 118 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | 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 | $3,781,669,000 | 89 |
| Managed Assets ($) | $2,573,094,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,042,040,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,076,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $222,324,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $186,056,000 | 47 |
| Corporate trust and agency accounts, managed assets | $3,962,000 | 111 |
| Investment management and investment advisory agency accounts, managed assets | $879,597,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $59,039,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,208,575,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $62,406,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $609,605,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $145,975,000 | 67 |
| Other retirement accounts, non-managed assets | $220,613,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $22,925,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $147,051,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $720,198,000 | 120 |
| 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 | $3,291,046,000 | 94 |
| Managed Assets ($) | $2,546,213,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,047,460,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $172,012,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $215,518,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $181,607,000 | 52 |
| Corporate trust and agency accounts, managed assets | $4,671,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $867,085,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $57,860,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $744,833,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $61,096,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $164,921,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,509,000 | 70 |
| Other retirement accounts, non-managed assets | $211,438,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $23,496,000 | 85 |
| 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 | $146,373,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $687,962,000 | 122 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | 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 | $3,663,057,000 | 95 |
| Managed Assets ($) | $2,456,775,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,018,484,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,546,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $209,233,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $175,498,000 | 55 |
| Corporate trust and agency accounts, managed assets | $4,538,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $826,773,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $53,703,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,206,282,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $55,866,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $553,984,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $246,227,000 | 60 |
| Other retirement accounts, non-managed assets | $202,085,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $11,862,000 | 100 |
| 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 | $136,258,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $651,834,000 | 125 |
| 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 | $3,760,553,000 | 94 |
| Managed Assets ($) | $2,539,958,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,043,717,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,060,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $215,806,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $189,077,000 | 53 |
| Corporate trust and agency accounts, managed assets | $4,202,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $863,816,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $55,280,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,220,595,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $54,800,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $565,403,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $251,230,000 | 60 |
| Other retirement accounts, non-managed assets | $201,234,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $11,704,000 | 99 |
| 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 | $136,224,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $707,791,000 | 125 |
| 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 | $3,647,586,000 | 95 |
| Managed Assets ($) | $2,500,202,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,036,371,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,897,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $231,171,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $185,525,000 | 55 |
| Corporate trust and agency accounts, managed assets | $3,868,000 | 117 |
| Investment management and investment advisory agency accounts, managed assets | $821,442,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $51,928,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,147,384,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $55,052,000 | 141 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $531,741,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $219,590,000 | 63 |
| Other retirement accounts, non-managed assets | $197,421,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $11,269,000 | 129 |
| 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 | $132,311,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $673,325,000 | 124 |
| 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 | $3,679,007,000 | 93 |
| Managed Assets ($) | $2,557,532,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,055,597,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,330,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $254,061,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $188,924,000 | 52 |
| Corporate trust and agency accounts, managed assets | $4,582,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $835,096,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $50,942,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,121,475,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $54,995,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $512,380,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $217,499,000 | 62 |
| Other retirement accounts, non-managed assets | $195,222,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $12,263,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $129,116,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $685,578,000 | 119 |
| 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 | $3,541,613,000 | 94 |
| Managed Assets ($) | $2,465,606,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,058,189,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $163,185,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $235,698,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $191,356,000 | 51 |
| Corporate trust and agency accounts, managed assets | $4,275,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $762,315,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $50,588,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,076,007,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $54,400,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $495,279,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $201,564,000 | 62 |
| Other retirement accounts, non-managed assets | $189,871,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $11,914,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $122,979,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $711,400,000 | 112 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | 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 | $3,529,073,000 | 96 |
| Managed Assets ($) | $2,388,155,000 | 81 |
| Personal trust and agency accounts, managed assets | $988,843,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,132,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $231,660,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $195,384,000 | 51 |
| Corporate trust and agency accounts, managed assets | $4,176,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $742,439,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $59,521,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,140,918,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $132,354,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $477,404,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $194,657,000 | 65 |
| Other retirement accounts, non-managed assets | $189,362,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $11,762,000 | 104 |
| 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 | $135,379,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $716,717,000 | 116 |
| 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 | $3,638,350,000 | 95 |
| Managed Assets ($) | $2,451,052,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,057,246,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,899,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $241,585,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $200,443,000 | 50 |
| Corporate trust and agency accounts, managed assets | $3,886,000 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $724,650,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $58,343,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,187,298,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $133,064,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $491,094,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $199,499,000 | 65 |
| Other retirement accounts, non-managed assets | $192,960,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $25,601,000 | 112 |
| 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 | $145,080,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $706,276,000 | 124 |
| 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 | $3,573,832,000 | 95 |
| Managed Assets ($) | $2,465,033,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,039,066,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,131,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $231,761,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $198,944,000 | 48 |
| Corporate trust and agency accounts, managed assets | $1,143,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $786,827,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $55,161,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,108,799,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $132,674,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $459,621,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $180,380,000 | 69 |
| Other retirement accounts, non-managed assets | $182,793,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $17,792,000 | 98 |
| 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 | $135,539,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $638,931,000 | 130 |
| 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 | $3,638,362,000 | 97 |
| Managed Assets ($) | $2,483,665,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,055,248,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $165,596,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $211,416,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $194,610,000 | 50 |
| Corporate trust and agency accounts, managed assets | $1,118,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $801,091,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $54,586,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,154,697,000 | 107 |
| Personal trust and agency accounts, non-managed assets | $135,873,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $453,685,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $199,368,000 | 64 |
| Other retirement accounts, non-managed assets | $210,933,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $17,530,000 | 96 |
| 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 | $137,308,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $640,401,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,708,679,000 | 95 |
| Managed Assets ($) | $2,691,696,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,096,708,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $310,893,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $221,825,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $198,074,000 | 49 |
| Corporate trust and agency accounts, managed assets | $1,173,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $819,405,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $43,618,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,016,983,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $133,193,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $315,189,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $199,113,000 | 65 |
| Other retirement accounts, non-managed assets | $215,748,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $18,061,000 | 101 |
| 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 | $135,679,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $634,304,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,662,431,000 | 99 |
| Managed Assets ($) | $2,684,692,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,094,386,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $313,624,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $241,819,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $196,591,000 | 52 |
| Corporate trust and agency accounts, managed assets | $1,160,000 | 175 |
| Investment management and investment advisory agency accounts, managed assets | $795,174,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $41,938,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $977,739,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $138,754,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $307,138,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $169,460,000 | 71 |
| Other retirement accounts, non-managed assets | $211,838,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $17,212,000 | 133 |
| 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 | $133,337,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $610,966,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,478,526,000 | 103 |
| Managed Assets ($) | $2,528,854,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,048,534,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $295,448,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $219,955,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $187,067,000 | 53 |
| Corporate trust and agency accounts, managed assets | $1,149,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $736,922,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $39,779,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $949,672,000 | 123 |
| Personal trust and agency accounts, non-managed assets | $137,861,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $279,708,000 | 94 |
| Employee benefit-defined benefit accounts, non-managed Assets | $155,645,000 | 76 |
| Other retirement accounts, non-managed assets | $205,945,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $49,062,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $121,451,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $573,309,000 | 136 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,355,835,000 | 101 |
| Managed Assets ($) | $2,479,606,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,049,777,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $298,185,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $185,904,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $179,173,000 | 56 |
| Corporate trust and agency accounts, managed assets | $1,150,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $725,240,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,177,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $876,229,000 | 125 |
| Personal trust and agency accounts, non-managed assets | $151,099,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $265,872,000 | 92 |
| Employee benefit-defined benefit accounts, non-managed Assets | $146,239,000 | 78 |
| Other retirement accounts, non-managed assets | $162,316,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $33,712,000 | 106 |
| 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 | $116,991,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $573,507,000 | 139 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,216,237,000 | 106 |
| Managed Assets ($) | $2,317,602,000 | 86 |
| Personal trust and agency accounts, managed assets | $986,145,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $270,529,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $175,442,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $171,646,000 | 53 |
| Corporate trust and agency accounts, managed assets | $1,171,000 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $675,029,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $37,640,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $898,635,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $143,907,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $327,635,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $136,887,000 | 80 |
| Other retirement accounts, non-managed assets | $150,856,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $33,579,000 | 109 |
| 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 | $105,771,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $537,882,000 | 143 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,374,338,000 | 104 |
| Managed Assets ($) | $2,383,190,000 | 86 |
| Personal trust and agency accounts, managed assets | $1,029,596,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $294,222,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $183,798,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $164,893,000 | 58 |
| Corporate trust and agency accounts, managed assets | $1,171,000 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $672,188,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $37,322,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $991,148,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $146,247,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $338,114,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $153,129,000 | 79 |
| Other retirement accounts, non-managed assets | $215,436,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $33,051,000 | 127 |
| 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 | $105,171,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $542,317,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,790,521,000 | 90 |
| Managed Assets ($) | $2,690,220,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,177,777,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $384,211,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $193,266,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $183,692,000 | 50 |
| Corporate trust and agency accounts, managed assets | $3,839,000 | 138 |
| Investment management and investment advisory agency accounts, managed assets | $712,118,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $35,317,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,100,301,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $159,821,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $316,376,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $210,878,000 | 65 |
| Other retirement accounts, non-managed assets | $263,698,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $29,761,000 | 137 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $119,767,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $733,554,000 | 116 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |