Home > Simmons Bank > Total Fiduciary and Related Assets
Simmons Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,367,013,000 | 107 |
| Managed Assets ($) | $4,148,276,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,319,993,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $354,737,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $34,822,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $471,068,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $1,802,350,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | $161,393,000 | 108 |
| Other fiduciary accounts, managed assets | $3,913,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $444,010,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $1,218,737,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $19,954,000 | 246 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $74,670,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $120,766,000 | 51 |
| Other retirement accounts, non-managed assets | $227,040,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $748,401,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,569,000 | 81 |
| Other fiduciary accounts, non-managed assets | $15,337,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $696,997,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $47,280,000 | 93 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,177,082,000 | 109 |
| Managed Assets ($) | $3,910,660,000 | 90 |
| Personal trust and agency accounts, managed assets | $1,255,405,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $331,373,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $33,039,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $438,091,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,697,378,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | $151,467,000 | 108 |
| Other fiduciary accounts, managed assets | $3,907,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $412,077,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,266,422,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $19,980,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,000,000 | 124 |
| Employee benefit-defined benefit accounts, non-managed Assets | $110,952,000 | 51 |
| Other retirement accounts, non-managed assets | $218,482,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $816,665,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,371,000 | 82 |
| Other fiduciary accounts, non-managed assets | $13,972,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $607,398,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,012,000 | 72 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,215,480,000 | 105 |
| Managed Assets ($) | $4,010,735,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,306,283,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $344,496,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $33,450,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $451,503,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $1,724,571,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | $146,518,000 | 109 |
| Other fiduciary accounts, managed assets | $3,914,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $424,329,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,204,745,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $17,136,000 | 214 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,057,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,913,000 | 53 |
| Other retirement accounts, non-managed assets | $222,395,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $750,556,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,746,000 | 81 |
| Other fiduciary accounts, non-managed assets | $13,942,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $603,630,000 | 114 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,872,000 | 81 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,164,211,000 | 113 |
| Managed Assets ($) | $3,923,039,000 | 92 |
| Personal trust and agency accounts, managed assets | $1,311,051,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $320,377,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $32,786,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $438,956,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $1,678,523,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $137,971,000 | 111 |
| Other fiduciary accounts, managed assets | $3,375,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $411,874,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,241,172,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $16,644,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $77,200,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $110,933,000 | 57 |
| Other retirement accounts, non-managed assets | $218,108,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $792,876,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,957,000 | 77 |
| Other fiduciary accounts, non-managed assets | $14,454,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $617,706,000 | 117 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,489,000 | 75 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,506,181,000 | 109 |
| Managed Assets ($) | $3,809,953,000 | 92 |
| Personal trust and agency accounts, managed assets | $1,311,343,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $304,811,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $31,724,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $431,648,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $1,382,775,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $133,742,000 | 114 |
| Other fiduciary accounts, managed assets | $213,910,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $403,865,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $1,696,228,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $17,084,000 | 241 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,437,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,687,000 | 59 |
| Other retirement accounts, non-managed assets | $212,894,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $797,652,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,835,000 | 81 |
| Other fiduciary accounts, non-managed assets | $473,639,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $570,325,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $52,792,000 | 89 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,228,195,000 | 110 |
| Managed Assets ($) | $3,572,367,000 | 92 |
| Personal trust and agency accounts, managed assets | $1,253,835,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $284,231,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $30,085,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $403,247,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,273,801,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $116,898,000 | 119 |
| Other fiduciary accounts, managed assets | $210,270,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $377,621,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,655,828,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $17,150,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,189,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,168,000 | 62 |
| Other retirement accounts, non-managed assets | $205,134,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $771,692,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,137,000 | 79 |
| Other fiduciary accounts, non-managed assets | $487,358,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $558,808,000 | 125 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,355,000 | 73 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,321,961,000 | 87 |
| Managed Assets ($) | $3,632,832,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,305,926,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $296,289,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $31,639,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $423,558,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,230,179,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $125,453,000 | 102 |
| Other fiduciary accounts, managed assets | $219,788,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $396,763,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,689,129,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $17,263,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,506,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $104,633,000 | 56 |
| Other retirement accounts, non-managed assets | $273,224,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $743,156,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,411,000 | 69 |
| Other fiduciary accounts, non-managed assets | $471,936,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $585,661,000 | 110 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $117,919,000 | 45 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,809,814,000 | 89 |
| Managed Assets ($) | $3,843,216,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,412,406,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $340,115,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $34,275,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $477,655,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,209,726,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $138,710,000 | 105 |
| Other fiduciary accounts, managed assets | $230,329,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $447,367,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,966,598,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $300,437,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,048,000 | 137 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,677,000 | 54 |
| Other retirement accounts, non-managed assets | $228,299,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $772,876,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,266,000 | 67 |
| Other fiduciary accounts, non-managed assets | $467,995,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $349,377,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $57,815,000 | 70 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,024,281,000 | 86 |
| Managed Assets ($) | $3,995,202,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,469,468,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $328,284,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $35,208,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $505,499,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $1,270,039,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $142,970,000 | 103 |
| Other fiduciary accounts, managed assets | $243,734,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $475,974,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $2,029,079,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $308,593,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,992,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $122,792,000 | 59 |
| Other retirement accounts, non-managed assets | $234,125,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $811,909,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,924,000 | 70 |
| Other fiduciary accounts, non-managed assets | $469,744,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $367,722,000 | 144 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $56,807,000 | 83 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,874,847,000 | 85 |
| Managed Assets ($) | $3,929,189,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,453,227,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $349,726,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $38,216,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $485,752,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $1,218,973,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $135,989,000 | 101 |
| Other fiduciary accounts, managed assets | $247,306,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $461,901,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,945,658,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $297,204,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,803,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $117,971,000 | 61 |
| Other retirement accounts, non-managed assets | $228,043,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $756,806,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,732,000 | 61 |
| Other fiduciary accounts, non-managed assets | $471,099,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $366,639,000 | 127 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $56,375,000 | 68 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,743,864,000 | 88 |
| Managed Assets ($) | $3,848,581,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,431,991,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $348,578,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $39,021,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $475,546,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,201,370,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $133,902,000 | 104 |
| Other fiduciary accounts, managed assets | $218,173,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $450,473,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,895,283,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $302,214,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,439,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,728,000 | 61 |
| Other retirement accounts, non-managed assets | $230,359,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $687,876,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,970,000 | 65 |
| Other fiduciary accounts, non-managed assets | $482,697,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $373,369,000 | 128 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,034,000 | 76 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,581,648,000 | 85 |
| Managed Assets ($) | $3,705,754,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,366,912,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $330,934,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $37,959,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $451,950,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,176,429,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $126,963,000 | 104 |
| Other fiduciary accounts, managed assets | $214,607,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $428,570,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,875,894,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $302,250,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,273,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,709,000 | 60 |
| Other retirement accounts, non-managed assets | $219,701,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $710,059,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,178,000 | 63 |
| Other fiduciary accounts, non-managed assets | $457,724,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $355,130,000 | 126 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,633,000 | 71 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,458,076,000 | 87 |
| Managed Assets ($) | $3,605,321,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,312,574,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $310,083,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $37,133,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $465,630,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $1,160,858,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $123,165,000 | 102 |
| Other fiduciary accounts, managed assets | $195,878,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $443,637,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $1,852,755,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $285,891,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,410,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,848,000 | 64 |
| Other retirement accounts, non-managed assets | $217,746,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $712,471,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,338,000 | 75 |
| Other fiduciary accounts, non-managed assets | $457,051,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $345,468,000 | 140 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $57,306,000 | 82 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,569,310,000 | 80 |
| Managed Assets ($) | $3,640,974,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,396,689,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $292,160,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $34,944,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $440,990,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,171,582,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | $109,597,000 | 106 |
| Other fiduciary accounts, managed assets | $195,012,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $421,336,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,928,336,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $251,431,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,559,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $97,018,000 | 62 |
| Other retirement accounts, non-managed assets | $201,743,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $853,049,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,142,000 | 70 |
| Other fiduciary accounts, non-managed assets | $456,394,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $327,925,000 | 129 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,795,000 | 68 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,548,973,000 | 76 |
| Managed Assets ($) | $3,629,285,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,409,566,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $277,250,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $33,967,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $439,857,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,167,362,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $106,617,000 | 106 |
| Other fiduciary accounts, managed assets | $194,666,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $420,509,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,919,688,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $260,133,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $58,428,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,244,000 | 65 |
| Other retirement accounts, non-managed assets | $197,506,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $845,281,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,302,000 | 73 |
| Other fiduciary accounts, non-managed assets | $458,794,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $316,964,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,727,000 | 71 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,504,968,000 | 71 |
| Managed Assets ($) | $3,475,168,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,358,536,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $313,711,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $35,018,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $394,147,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $1,087,728,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | $97,897,000 | 103 |
| Other fiduciary accounts, managed assets | $188,131,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $376,384,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,029,800,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $268,640,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,124,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,888,000 | 63 |
| Other retirement accounts, non-managed assets | $181,983,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $864,446,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,082,000 | 75 |
| Other fiduciary accounts, non-managed assets | $577,637,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $289,768,000 | 134 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $54,003,000 | 67 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,284,558,000 | 83 |
| Managed Assets ($) | $3,146,469,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,251,231,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $282,085,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $40,994,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $350,114,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $942,580,000 | 87 |
| Foundation and endowment trust and agency accounts, managed assets | $100,422,000 | 112 |
| Other fiduciary accounts, managed assets | $179,043,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $329,299,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $2,138,089,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $305,061,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,061,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,051,000 | 63 |
| Other retirement accounts, non-managed assets | $209,369,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $893,029,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,627,000 | 81 |
| Other fiduciary accounts, non-managed assets | $576,891,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $294,494,000 | 155 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $62,436,000 | 73 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,152,580,000 | 84 |
| Managed Assets ($) | $3,027,208,000 | 86 |
| Personal trust and agency accounts, managed assets | $1,210,543,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $268,587,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $39,347,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $341,284,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $906,582,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $80,859,000 | 121 |
| Other fiduciary accounts, managed assets | $180,006,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $321,019,000 | 68 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,125,372,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $276,770,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,749,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,953,000 | 63 |
| Other retirement accounts, non-managed assets | $207,540,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $915,905,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,157,000 | 75 |
| Other fiduciary accounts, non-managed assets | $577,298,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $274,932,000 | 147 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $67,202,000 | 64 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,979,834,000 | 86 |
| Managed Assets ($) | $2,993,420,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,199,864,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $267,183,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $39,223,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $335,931,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $895,529,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $80,812,000 | 119 |
| Other fiduciary accounts, managed assets | $174,878,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $315,662,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,986,414,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $280,898,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,831,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,650,000 | 66 |
| Other retirement accounts, non-managed assets | $214,019,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $764,467,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,137,000 | 73 |
| Other fiduciary accounts, non-managed assets | $579,412,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $273,119,000 | 150 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $74,430,000 | 58 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,989,551,000 | 83 |
| Managed Assets ($) | $2,969,144,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,193,477,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $262,797,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $38,403,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $328,145,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $899,947,000 | 86 |
| Foundation and endowment trust and agency accounts, managed assets | $76,321,000 | 120 |
| Other fiduciary accounts, managed assets | $170,054,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $308,411,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,020,407,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $286,444,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,827,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,393,000 | 67 |
| Other retirement accounts, non-managed assets | $211,469,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $805,125,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,186,000 | 73 |
| Other fiduciary accounts, non-managed assets | $572,963,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $286,432,000 | 142 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $76,671,000 | 55 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,887,158,000 | 76 |
| Managed Assets ($) | $2,872,897,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,140,894,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $295,141,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $36,435,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $311,534,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $852,223,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $71,676,000 | 120 |
| Other fiduciary accounts, managed assets | $164,994,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $293,141,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $2,014,261,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $279,717,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,978,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,283,000 | 67 |
| Other retirement accounts, non-managed assets | $200,970,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $820,575,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,392,000 | 84 |
| Other fiduciary accounts, non-managed assets | $575,346,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $271,132,000 | 154 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $77,542,000 | 54 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,085,847,000 | 81 |
| Managed Assets ($) | $3,069,186,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,170,558,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $387,650,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $39,378,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $336,501,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $894,605,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $78,299,000 | 117 |
| Other fiduciary accounts, managed assets | $162,195,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $317,334,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,016,661,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $294,151,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,141,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,875,000 | 71 |
| Other retirement accounts, non-managed assets | $224,433,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $773,689,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,236,000 | 77 |
| Other fiduciary accounts, non-managed assets | $578,136,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $318,578,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $89,534,000 | 52 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,209,407,000 | 76 |
| Managed Assets ($) | $3,173,882,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,168,120,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $375,743,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $39,148,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $328,044,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,024,597,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $73,273,000 | 122 |
| Other fiduciary accounts, managed assets | $164,957,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $308,945,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,035,525,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $253,721,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $76,458,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,347,000 | 73 |
| Other retirement accounts, non-managed assets | $222,417,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $783,643,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $31,828,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,440,000 | 77 |
| Other fiduciary accounts, non-managed assets | $574,671,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $323,676,000 | 132 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $91,949,000 | 49 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,931,665,000 | 80 |
| Managed Assets ($) | $3,081,862,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,113,325,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $360,431,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $39,634,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $328,973,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $1,002,922,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $70,991,000 | 122 |
| Other fiduciary accounts, managed assets | $165,586,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $310,141,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,849,803,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $651,471,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $73,935,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,240,000 | 70 |
| Other retirement accounts, non-managed assets | $219,221,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $764,524,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $35,753,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,191,000 | 102 |
| Other fiduciary accounts, non-managed assets | $14,468,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $328,029,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $92,134,000 | 51 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,143,157,000 | 92 |
| Managed Assets ($) | $2,718,789,000 | 84 |
| Personal trust and agency accounts, managed assets | $847,441,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $351,469,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $40,226,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $327,551,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $917,070,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $70,267,000 | 129 |
| Other fiduciary accounts, managed assets | $164,765,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $308,519,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,424,368,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $258,904,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $74,922,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,905,000 | 72 |
| Other retirement accounts, non-managed assets | $212,613,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $773,813,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,453,000 | 129 |
| Other fiduciary accounts, non-managed assets | $14,758,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $292,904,000 | 146 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $87,087,000 | 54 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,219,787,000 | 90 |
| Managed Assets ($) | $2,621,268,000 | 85 |
| Personal trust and agency accounts, managed assets | $818,161,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $343,384,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $39,354,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $323,641,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $886,818,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | $64,525,000 | 132 |
| Other fiduciary accounts, managed assets | $145,385,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $305,121,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,598,519,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $261,017,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,408,000 | 139 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,396,000 | 65 |
| Other retirement accounts, non-managed assets | $208,513,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $934,224,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,423,000 | 109 |
| Other fiduciary accounts, non-managed assets | $14,538,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $288,029,000 | 133 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $86,742,000 | 52 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,021,156,000 | 89 |
| Managed Assets ($) | $2,588,310,000 | 82 |
| Personal trust and agency accounts, managed assets | $802,632,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $330,129,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $39,011,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $313,705,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $902,181,000 | 82 |
| Foundation and endowment trust and agency accounts, managed assets | $56,311,000 | 134 |
| Other fiduciary accounts, managed assets | $144,341,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $295,751,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,432,846,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $276,550,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,779,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,575,000 | 60 |
| Other retirement accounts, non-managed assets | $194,330,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $767,940,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $1,754,000 | 161 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,412,000 | 112 |
| Other fiduciary accounts, non-managed assets | $14,506,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $283,926,000 | 135 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $78,800,000 | 57 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,260,819,000 | 85 |
| Managed Assets ($) | $2,617,173,000 | 81 |
| Personal trust and agency accounts, managed assets | $832,750,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $322,342,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $39,022,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $311,903,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $884,028,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $84,738,000 | 108 |
| Other fiduciary accounts, managed assets | $142,390,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $293,853,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,643,646,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $273,297,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,784,000 | 141 |
| Employee benefit-defined benefit accounts, non-managed Assets | $108,900,000 | 63 |
| Other retirement accounts, non-managed assets | $195,711,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $932,644,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $1,420,000 | 161 |
| Foundation and endowment trust and agency accounts, non-managed assets | $47,633,000 | 41 |
| Other fiduciary accounts, non-managed assets | $19,257,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $289,051,000 | 131 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $82,430,000 | 52 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,198,953,000 | 82 |
| Managed Assets ($) | $2,545,154,000 | 81 |
| Personal trust and agency accounts, managed assets | $845,199,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $247,267,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $37,992,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $310,644,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $881,637,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $81,354,000 | 111 |
| Other fiduciary accounts, managed assets | $141,061,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $292,834,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $1,653,799,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $260,876,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,366,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $104,650,000 | 64 |
| Other retirement accounts, non-managed assets | $191,658,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $970,415,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $1,411,000 | 236 |
| Foundation and endowment trust and agency accounts, non-managed assets | $47,765,000 | 39 |
| Other fiduciary accounts, non-managed assets | $15,658,000 | 54 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $146,636,000 | 189 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $83,287,000 | 55 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,086,551,000 | 84 |
| Managed Assets ($) | $2,421,469,000 | 83 |
| Personal trust and agency accounts, managed assets | $780,563,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $303,796,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $32,513,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $284,998,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $816,459,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $57,759,000 | 127 |
| Other fiduciary accounts, managed assets | $145,381,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $266,769,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,665,082,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $252,781,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,246,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $105,958,000 | 62 |
| Other retirement accounts, non-managed assets | $177,886,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $1,017,922,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,540,000 | 40 |
| Other fiduciary accounts, non-managed assets | $18,749,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $134,281,000 | 177 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $70,978,000 | 55 |
| 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 | $4,098,577,000 | 83 |
| Managed Assets ($) | $2,385,191,000 | 85 |
| Personal trust and agency accounts, managed assets | $761,274,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $298,728,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $31,846,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $278,251,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $814,101,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | $56,249,000 | 129 |
| Other fiduciary accounts, managed assets | $144,742,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $259,730,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,713,386,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $249,817,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,889,000 | 157 |
| Employee benefit-defined benefit accounts, non-managed Assets | $102,312,000 | 64 |
| Other retirement accounts, non-managed assets | $174,822,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $1,078,711,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,610,000 | 38 |
| Other fiduciary accounts, non-managed assets | $15,225,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $129,913,000 | 177 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $70,183,000 | 56 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,911,439,000 | 87 |
| Managed Assets ($) | $2,373,997,000 | 84 |
| Personal trust and agency accounts, managed assets | $756,669,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $294,122,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $31,666,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $271,129,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $834,083,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $44,748,000 | 141 |
| Other fiduciary accounts, managed assets | $141,580,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $253,229,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,537,442,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $247,706,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,394,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,694,000 | 64 |
| Other retirement accounts, non-managed assets | $170,064,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $914,865,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,453,000 | 40 |
| Other fiduciary accounts, non-managed assets | $15,266,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $129,543,000 | 179 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,850,000 | 59 |
| 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 | $2,892,824,000 | 99 |
| Managed Assets ($) | $1,356,405,000 | 118 |
| Personal trust and agency accounts, managed assets | $374,649,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $297,191,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $31,669,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $141,885,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $330,907,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $33,506,000 | 173 |
| Other fiduciary accounts, managed assets | $146,598,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $124,638,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $1,536,419,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $240,564,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,076,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $98,909,000 | 67 |
| Other retirement accounts, non-managed assets | $169,960,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $920,017,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,297,000 | 39 |
| Other fiduciary accounts, non-managed assets | $15,596,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $136,321,000 | 192 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,742,000 | 59 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,057,654,000 | 99 |
| Managed Assets ($) | $1,331,680,000 | 118 |
| Personal trust and agency accounts, managed assets | $378,747,000 | 134 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $287,811,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $31,333,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $145,154,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $317,051,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $32,683,000 | 163 |
| Other fiduciary accounts, managed assets | $138,901,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $128,434,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,725,974,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $244,871,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,570,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,585,000 | 65 |
| Other retirement accounts, non-managed assets | $170,112,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $1,109,694,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,959,000 | 41 |
| Other fiduciary accounts, non-managed assets | $15,183,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $139,638,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $72,159,000 | 58 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,100,417,000 | 100 |
| Managed Assets ($) | $1,357,186,000 | 120 |
| Personal trust and agency accounts, managed assets | $379,225,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $299,206,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $32,631,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $151,707,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $321,217,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $36,017,000 | 160 |
| Other fiduciary accounts, managed assets | $137,183,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $134,462,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,743,231,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $259,284,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $82,742,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,562,000 | 65 |
| Other retirement accounts, non-managed assets | $175,732,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $1,062,246,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $47,431,000 | 41 |
| Other fiduciary accounts, non-managed assets | $15,234,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $131,852,000 | 188 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $71,889,000 | 59 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,242,302,000 | 97 |
| Managed Assets ($) | $1,357,646,000 | 117 |
| Personal trust and agency accounts, managed assets | $377,911,000 | 139 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $299,486,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $33,165,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $151,362,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $321,765,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $35,434,000 | 160 |
| Other fiduciary accounts, managed assets | $138,523,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $134,090,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,884,656,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $258,703,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,829,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,373,000 | 65 |
| Other retirement accounts, non-managed assets | $174,271,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $1,198,517,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,762,000 | 41 |
| Other fiduciary accounts, non-managed assets | $18,201,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $502,063,000 | 109 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $70,475,000 | 61 |
| 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 | $2,996,926,000 | 100 |
| Managed Assets ($) | $1,315,433,000 | 117 |
| Personal trust and agency accounts, managed assets | $373,723,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $290,553,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $32,720,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $140,774,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $320,082,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $34,660,000 | 167 |
| Other fiduciary accounts, managed assets | $122,921,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $133,616,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $1,681,493,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $244,188,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $84,613,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $98,400,000 | 65 |
| Other retirement accounts, non-managed assets | $171,435,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $1,016,639,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,061,000 | 43 |
| Other fiduciary accounts, non-managed assets | $18,157,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $498,924,000 | 115 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $70,906,000 | 65 |
| 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 | $2,528,760,000 | 104 |
| Managed Assets ($) | $1,029,822,000 | 131 |
| Personal trust and agency accounts, managed assets | $215,562,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $278,049,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $31,915,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $122,815,000 | 106 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $249,137,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | $10,745,000 | 232 |
| Other fiduciary accounts, managed assets | $121,599,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $109,048,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,498,938,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $189,193,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,396,000 | 183 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,779,000 | 71 |
| Other retirement accounts, non-managed assets | $156,419,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $1,053,161,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $16,990,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,603,000 | 187 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,594,000 | 134 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,531,159,000 | 104 |
| Managed Assets ($) | $1,031,756,000 | 132 |
| Personal trust and agency accounts, managed assets | $219,952,000 | 186 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $283,262,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $32,422,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $120,504,000 | 105 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $244,510,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | $9,528,000 | 240 |
| Other fiduciary accounts, managed assets | $121,578,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $107,738,000 | 109 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,499,403,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $187,705,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,801,000 | 187 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,715,000 | 71 |
| Other retirement accounts, non-managed assets | $159,555,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $1,053,318,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $17,309,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $126,195,000 | 184 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $21,115,000 | 134 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,377,600,000 | 106 |
| Managed Assets ($) | $1,005,731,000 | 129 |
| Personal trust and agency accounts, managed assets | $219,638,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $268,927,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $39,099,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $112,077,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $236,342,000 | 167 |
| Foundation and endowment trust and agency accounts, managed assets | $9,309,000 | 236 |
| Other fiduciary accounts, managed assets | $120,339,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $104,972,000 | 107 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,371,869,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $194,797,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,848,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,091,000 | 47 |
| Other retirement accounts, non-managed assets | $19,712,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $913,427,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $16,994,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,491,000 | 180 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $20,379,000 | 140 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,372,578,000 | 107 |
| Managed Assets ($) | $986,480,000 | 131 |
| Personal trust and agency accounts, managed assets | $216,584,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $271,259,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $31,812,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $109,334,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $230,039,000 | 169 |
| Foundation and endowment trust and agency accounts, managed assets | $9,147,000 | 290 |
| Other fiduciary accounts, managed assets | $118,305,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $102,336,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,386,098,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $196,610,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,444,000 | 228 |
| Employee benefit-defined benefit accounts, non-managed Assets | $187,210,000 | 50 |
| Other retirement accounts, non-managed assets | $17,984,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $927,054,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $36,796,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $335,457,000 | 138 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $18,657,000 | 194 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,281,953,000 | 108 |
| Managed Assets ($) | $976,943,000 | 126 |
| Personal trust and agency accounts, managed assets | $194,823,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $251,978,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $31,554,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $114,575,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $278,120,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | $6,538,000 | 239 |
| Other fiduciary accounts, managed assets | $99,355,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,567,000 | 108 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,305,010,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $246,088,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,379,000 | 218 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,056,000 | 78 |
| Other retirement accounts, non-managed assets | $16,365,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $961,842,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $20,280,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,765,000 | 330 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,672,000 | 157 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,296,446,000 | 107 |
| Managed Assets ($) | $954,940,000 | 127 |
| Personal trust and agency accounts, managed assets | $191,620,000 | 183 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $236,660,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $30,471,000 | 113 |
| Other employee benefit and retirement-related accounts, managed assets | $112,753,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $277,848,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | $6,302,000 | 238 |
| Other fiduciary accounts, managed assets | $99,286,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $97,079,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,341,506,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $239,707,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,212,000 | 216 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,192,000 | 79 |
| Other retirement accounts, non-managed assets | $15,899,000 | 140 |
| Corporate trust and agency accounts, non-managed assets | $1,008,938,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $19,558,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,834,000 | 327 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,244,000 | 160 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,194,219,000 | 110 |
| Managed Assets ($) | $959,165,000 | 127 |
| Personal trust and agency accounts, managed assets | $191,731,000 | 185 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $235,082,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $30,741,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $114,614,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $278,583,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $6,431,000 | 239 |
| Other fiduciary accounts, managed assets | $101,983,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $98,552,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,235,054,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $245,763,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,439,000 | 220 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,863,000 | 78 |
| Other retirement accounts, non-managed assets | $15,577,000 | 141 |
| Corporate trust and agency accounts, non-managed assets | $897,831,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $19,581,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,787,000 | 327 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,938,000 | 165 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,242,531,000 | 105 |
| Managed Assets ($) | $929,202,000 | 127 |
| Personal trust and agency accounts, managed assets | $183,426,000 | 187 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $224,283,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $30,208,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $111,610,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $270,868,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | $6,238,000 | 309 |
| Other fiduciary accounts, managed assets | $102,569,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,786,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $1,313,329,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $235,107,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,562,000 | 323 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,409,000 | 81 |
| Other retirement accounts, non-managed assets | $14,780,000 | 184 |
| Corporate trust and agency accounts, non-managed assets | $991,672,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $19,799,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,189,000 | 551 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,195,000 | 228 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,358,038,000 | 101 |
| Managed Assets ($) | $927,448,000 | 126 |
| Personal trust and agency accounts, managed assets | $181,444,000 | 184 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $226,328,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $30,000,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $110,820,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $270,814,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | $6,139,000 | 229 |
| Other fiduciary accounts, managed assets | $101,903,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $95,307,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,430,590,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $231,349,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,185,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,613,000 | 82 |
| Other retirement accounts, non-managed assets | $15,038,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $1,111,885,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $19,520,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,136,000 | 316 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,442,000 | 156 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,412,161,000 | 99 |
| Managed Assets ($) | $906,511,000 | 125 |
| Personal trust and agency accounts, managed assets | $181,439,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $217,273,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $29,327,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $108,479,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $260,915,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | $8,271,000 | 211 |
| Other fiduciary accounts, managed assets | $100,807,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,302,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,505,650,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $224,187,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,989,000 | 213 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,086,000 | 82 |
| Other retirement accounts, non-managed assets | $14,383,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $1,195,992,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $21,013,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,666,000 | 321 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,818,000 | 158 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,373,284,000 | 102 |
| Managed Assets ($) | $915,538,000 | 128 |
| Personal trust and agency accounts, managed assets | $179,930,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $226,465,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $29,750,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $107,094,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $263,456,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | $8,496,000 | 215 |
| Other fiduciary accounts, managed assets | $100,347,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $91,404,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,457,746,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $234,220,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,266,000 | 211 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,921,000 | 83 |
| Other retirement accounts, non-managed assets | $14,607,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $1,138,051,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $21,681,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,249,000 | 326 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,033,000 | 155 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,402,698,000 | 94 |
| Managed Assets ($) | $859,397,000 | 129 |
| Personal trust and agency accounts, managed assets | $176,098,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $215,991,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $28,630,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $104,021,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $226,172,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | $8,123,000 | 265 |
| Other fiduciary accounts, managed assets | $100,362,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $88,664,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,543,301,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $228,623,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,896,000 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,842,000 | 85 |
| Other retirement accounts, non-managed assets | $14,589,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $1,231,677,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $21,674,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,124,000 | 570 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,098,000 | 221 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,208,555,000 | 96 |
| Managed Assets ($) | $819,490,000 | 132 |
| Personal trust and agency accounts, managed assets | $166,015,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $196,836,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $27,511,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $102,674,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $214,936,000 | 147 |
| Foundation and endowment trust and agency accounts, managed assets | $7,650,000 | 205 |
| Other fiduciary accounts, managed assets | $103,868,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $87,837,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,389,065,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $203,233,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,669,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,213,000 | 82 |
| Other retirement accounts, non-managed assets | $13,198,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $1,104,765,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $20,987,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,808,000 | 328 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,736,000 | 157 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,343,108,000 | 97 |
| Managed Assets ($) | $858,391,000 | 134 |
| Personal trust and agency accounts, managed assets | $177,281,000 | 190 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $213,864,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $29,739,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $109,985,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $221,542,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | $8,650,000 | 199 |
| Other fiduciary accounts, managed assets | $97,330,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $91,821,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,484,717,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $225,538,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,481,000 | 205 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,093,000 | 83 |
| Other retirement accounts, non-managed assets | $14,696,000 | 132 |
| Corporate trust and agency accounts, non-managed assets | $1,173,915,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $20,994,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,001,000 | 327 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,183,000 | 147 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,257,475,000 | 96 |
| Managed Assets ($) | $862,335,000 | 132 |
| Personal trust and agency accounts, managed assets | $176,842,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $216,780,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $30,133,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $111,601,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $225,577,000 | 152 |
| Foundation and endowment trust and agency accounts, managed assets | $8,816,000 | 199 |
| Other fiduciary accounts, managed assets | $92,586,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $92,758,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,395,140,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $234,624,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,531,000 | 207 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,671,000 | 81 |
| Other retirement accounts, non-managed assets | $15,137,000 | 131 |
| Corporate trust and agency accounts, non-managed assets | $1,075,367,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $20,810,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,945,000 | 335 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,629,000 | 146 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,297,704,000 | 97 |
| Managed Assets ($) | $846,618,000 | 132 |
| Personal trust and agency accounts, managed assets | $169,956,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,566,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $30,010,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $110,265,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $224,002,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $8,589,000 | 259 |
| Other fiduciary accounts, managed assets | $92,230,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $91,542,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,451,086,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $223,399,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,036,000 | 283 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,525,000 | 90 |
| Other retirement accounts, non-managed assets | $26,450,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $1,133,979,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $20,697,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,089,000 | 595 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $15,426,000 | 203 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,399,260,000 | 96 |
| Managed Assets ($) | $820,705,000 | 134 |
| Personal trust and agency accounts, managed assets | $165,362,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,233,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $28,932,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $109,794,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $214,968,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | $8,210,000 | 199 |
| Other fiduciary accounts, managed assets | $94,206,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $90,290,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,578,555,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $211,238,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,940,000 | 215 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,506,000 | 86 |
| Other retirement accounts, non-managed assets | $30,029,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $1,266,474,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $26,368,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,067,000 | 326 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,039,000 | 137 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,425,941,000 | 91 |
| Managed Assets ($) | $788,258,000 | 130 |
| Personal trust and agency accounts, managed assets | $160,881,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $184,191,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $27,853,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $103,805,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $206,209,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | $7,579,000 | 198 |
| Other fiduciary accounts, managed assets | $97,740,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $85,421,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,637,683,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $204,171,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,657,000 | 211 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,280,000 | 86 |
| Other retirement accounts, non-managed assets | $28,821,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $1,351,926,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $10,828,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,716,000 | 321 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,722,000 | 140 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,491,996,000 | 93 |
| Managed Assets ($) | $808,969,000 | 132 |
| Personal trust and agency accounts, managed assets | $165,562,000 | 188 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $193,317,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $29,038,000 | 114 |
| Other employee benefit and retirement-related accounts, managed assets | $108,439,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $216,891,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | $7,344,000 | 202 |
| Other fiduciary accounts, managed assets | $88,378,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $88,773,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,683,027,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $180,978,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,128,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,998,000 | 87 |
| Other retirement accounts, non-managed assets | $30,690,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $1,376,694,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,621,000 | 36 |
| Other fiduciary accounts, non-managed assets | $9,918,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,908,000 | 327 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,388,000 | 136 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,602,193,000 | 92 |
| Managed Assets ($) | $810,593,000 | 132 |
| Personal trust and agency accounts, managed assets | $165,627,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,470,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $27,882,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $105,733,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $214,416,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | $6,886,000 | 260 |
| Other fiduciary accounts, managed assets | $101,579,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $86,181,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $1,791,600,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $180,269,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,739,000 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,691,000 | 88 |
| Other retirement accounts, non-managed assets | $30,880,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $1,486,864,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,263,000 | 35 |
| Other fiduciary accounts, non-managed assets | $9,894,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,719,000 | 562 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $14,698,000 | 223 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,268,022,000 | 100 |
| Managed Assets ($) | $819,626,000 | 129 |
| Personal trust and agency accounts, managed assets | $167,293,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $184,151,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $29,975,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $106,190,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $224,831,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $107,186,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,448,396,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $226,291,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,919,000 | 203 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,872,000 | 91 |
| Other retirement accounts, non-managed assets | $30,659,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $1,138,396,000 | 32 |
| 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 | $11,259,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,464,000 | 321 |
| 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 | $2,286,535,000 | 100 |
| Managed Assets ($) | $777,199,000 | 128 |
| Personal trust and agency accounts, managed assets | $156,116,000 | 192 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,438,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $28,200,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $98,541,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $221,669,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $103,235,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,509,336,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $209,826,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,557,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,901,000 | 92 |
| Other retirement accounts, non-managed assets | $28,646,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $1,221,782,000 | 30 |
| 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 | $10,624,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,967,000 | 333 |
| 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 | $2,130,602,000 | 102 |
| Managed Assets ($) | $742,454,000 | 131 |
| Personal trust and agency accounts, managed assets | $154,160,000 | 189 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $153,146,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $26,678,000 | 106 |
| Other employee benefit and retirement-related accounts, managed assets | $92,924,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $214,245,000 | 151 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $101,301,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,388,148,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $84,127,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,032,000 | 208 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,255,000 | 90 |
| Other retirement accounts, non-managed assets | $26,790,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $1,237,727,000 | 30 |
| 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 | $4,217,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,633,000 | 336 |
| 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 | $2,212,195,000 | 104 |
| Managed Assets ($) | $766,973,000 | 136 |
| Personal trust and agency accounts, managed assets | $161,283,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $159,566,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $27,767,000 | 107 |
| Other employee benefit and retirement-related accounts, managed assets | $100,942,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $216,054,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $101,361,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,445,222,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $96,929,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,110,000 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,553,000 | 101 |
| Other retirement accounts, non-managed assets | $28,863,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $1,278,498,000 | 32 |
| 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 | $4,269,000 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,563,000 | 597 |
| 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 | $2,281,500,000 | 105 |
| Managed Assets ($) | $834,502,000 | 138 |
| Personal trust and agency accounts, managed assets | $177,590,000 | 193 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,672,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $30,167,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $116,621,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $228,289,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $101,163,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,446,998,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $106,654,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,207,000 | 220 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,679,000 | 96 |
| Other retirement accounts, non-managed assets | $32,666,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $1,263,515,000 | 34 |
| 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 | $4,277,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,132,000 | 354 |
| 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 | $2,283,114,000 | 108 |
| Managed Assets ($) | $872,430,000 | 140 |
| Personal trust and agency accounts, managed assets | $182,148,000 | 198 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $183,685,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $32,080,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $125,410,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $244,309,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $104,798,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,410,684,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $108,606,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,068,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,454,000 | 100 |
| Other retirement accounts, non-managed assets | $34,249,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $1,223,137,000 | 34 |
| 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 | $2,170,000 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,689,000 | 357 |
| 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 | $2,390,276,000 | 110 |
| Managed Assets ($) | $893,466,000 | 141 |
| Personal trust and agency accounts, managed assets | $198,490,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $192,101,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $32,704,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $125,072,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $242,929,000 | 163 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $102,170,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,496,810,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $111,773,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,380,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,653,000 | 106 |
| Other retirement accounts, non-managed assets | $34,825,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $1,304,729,000 | 34 |
| 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 | $2,450,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,439,000 | 345 |
| 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 | $2,472,843,000 | 110 |
| Managed Assets ($) | $911,507,000 | 141 |
| Personal trust and agency accounts, managed assets | $198,690,000 | 202 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $193,143,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $33,986,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $130,116,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $254,451,000 | 159 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $101,121,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,561,336,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $103,890,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,458,000 | 303 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,356,000 | 110 |
| Other retirement accounts, non-managed assets | $35,790,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $1,375,459,000 | 30 |
| 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 | $2,383,000 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,577,000 | 521 |
| 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 | $2,394,762,000 | 111 |
| Managed Assets ($) | $913,245,000 | 142 |
| Personal trust and agency accounts, managed assets | $197,892,000 | 199 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,038,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $34,396,000 | 110 |
| Other employee benefit and retirement-related accounts, managed assets | $130,524,000 | 68 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $263,831,000 | 154 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $98,564,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,481,517,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $99,754,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,111,000 | 227 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,618,000 | 108 |
| Other retirement accounts, non-managed assets | $35,559,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $1,298,351,000 | 33 |
| 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 | $3,124,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,152,000 | 231 |
| 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 | $2,458,551,000 | 115 |
| Managed Assets ($) | $903,892,000 | 144 |
| Personal trust and agency accounts, managed assets | $191,625,000 | 205 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,486,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $33,532,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $127,033,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $265,128,000 | 156 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $96,088,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,554,659,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $91,778,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,685,000 | 238 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,430,000 | 111 |
| Other retirement accounts, non-managed assets | $35,218,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $1,379,343,000 | 35 |
| 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 | $3,205,000 | 77 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $107,209,000 | 239 |
| 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 | $2,152,010,000 | 118 |
| Managed Assets ($) | $892,167,000 | 143 |
| Personal trust and agency accounts, managed assets | $185,374,000 | 206 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,516,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $32,861,000 | 115 |
| Other employee benefit and retirement-related accounts, managed assets | $125,099,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $265,568,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $96,749,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,259,843,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $92,787,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,243,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,259,000 | 109 |
| Other retirement accounts, non-managed assets | $34,544,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $1,084,644,000 | 37 |
| 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 | $4,366,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,511,000 | 239 |
| 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 | $2,252,577,000 | 116 |
| Managed Assets ($) | $916,128,000 | 141 |
| Personal trust and agency accounts, managed assets | $182,289,000 | 209 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $183,605,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $71,402,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $124,960,000 | 66 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $258,288,000 | 150 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $95,584,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,336,449,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $92,921,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,375,000 | 333 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,214,000 | 113 |
| Other retirement accounts, non-managed assets | $34,455,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $1,154,634,000 | 37 |
| 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 | $14,850,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,179,000 | 276 |
| 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 | $2,188,399,000 | 119 |
| Managed Assets ($) | $892,162,000 | 145 |
| Personal trust and agency accounts, managed assets | $177,345,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,620,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $69,469,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $121,841,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $254,207,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $94,680,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,296,237,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $84,433,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,059,000 | 238 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,144,000 | 114 |
| Other retirement accounts, non-managed assets | $38,466,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $1,121,831,000 | 39 |
| 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 | $13,304,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $89,456,000 | 247 |
| 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 | $2,170,356,000 | 121 |
| Managed Assets ($) | $884,461,000 | 146 |
| Personal trust and agency accounts, managed assets | $176,224,000 | 212 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,563,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $68,772,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $119,123,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $259,079,000 | 153 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $91,700,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,285,895,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $79,880,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,688,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,509,000 | 121 |
| Other retirement accounts, non-managed assets | $37,697,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $1,124,876,000 | 40 |
| 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 | $8,245,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,005,000 | 255 |
| 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 | $2,086,474,000 | 125 |
| Managed Assets ($) | $880,226,000 | 147 |
| Personal trust and agency accounts, managed assets | $180,295,000 | 213 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,485,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $69,846,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $116,684,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $242,889,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $92,027,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,206,248,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $77,483,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,087,000 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,399,000 | 120 |
| Other retirement accounts, non-managed assets | $37,692,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $1,047,316,000 | 41 |
| 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 | $8,271,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $88,159,000 | 258 |
| 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 | $2,131,935,000 | 120 |
| Managed Assets ($) | $863,482,000 | 148 |
| Personal trust and agency accounts, managed assets | $175,633,000 | 216 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,699,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $66,403,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $114,508,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $241,782,000 | 161 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $93,457,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,268,453,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $77,117,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,650,000 | 337 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,492,000 | 123 |
| Other retirement accounts, non-managed assets | $37,228,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $1,117,308,000 | 40 |
| 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 | $2,658,000 | 111 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $81,809,000 | 296 |
| 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 | $2,036,487,000 | 124 |
| Managed Assets ($) | $856,651,000 | 146 |
| Personal trust and agency accounts, managed assets | $175,496,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $167,920,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $67,373,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $111,005,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $241,649,000 | 157 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $93,208,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,179,836,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $75,079,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,814,000 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,487,000 | 118 |
| Other retirement accounts, non-managed assets | $37,567,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $1,030,219,000 | 42 |
| 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 | $2,670,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,528,000 | 251 |
| 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 | $2,165,140,000 | 117 |
| Managed Assets ($) | $849,439,000 | 142 |
| Personal trust and agency accounts, managed assets | $184,531,000 | 197 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $160,233,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $66,086,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $107,650,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $236,100,000 | 155 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $94,839,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,315,701,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $81,230,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,524,000 | 253 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,007,000 | 116 |
| Other retirement accounts, non-managed assets | $37,504,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $1,160,407,000 | 40 |
| 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 | $3,029,000 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,096,000 | 258 |
| 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 | $2,096,443,000 | 122 |
| Managed Assets ($) | $844,801,000 | 140 |
| Personal trust and agency accounts, managed assets | $184,724,000 | 200 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,456,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $65,161,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $105,831,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $238,723,000 | 149 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $91,906,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,251,642,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $82,138,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,747,000 | 255 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,778,000 | 118 |
| Other retirement accounts, non-managed assets | $36,698,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $1,097,178,000 | 40 |
| 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 | $2,103,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,258,000 | 262 |
| 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 | $2,085,263,000 | 124 |
| Managed Assets ($) | $853,023,000 | 139 |
| Personal trust and agency accounts, managed assets | $175,606,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,256,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $65,604,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $107,820,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $242,796,000 | 146 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $92,941,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,232,240,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $93,859,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,802,000 | 337 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,839,000 | 127 |
| Other retirement accounts, non-managed assets | $38,975,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $1,063,394,000 | 41 |
| 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 | $2,371,000 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,542,000 | 310 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,962,839,000 | 126 |
| Managed Assets ($) | $827,452,000 | 138 |
| Personal trust and agency accounts, managed assets | $170,953,000 | 207 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $155,703,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $63,007,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $104,866,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $240,492,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $92,431,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,135,387,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $77,119,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,282,000 | 252 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,569,000 | 126 |
| Other retirement accounts, non-managed assets | $39,472,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $984,102,000 | 45 |
| 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 | $2,843,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,192,000 | 272 |
| 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 | $2,011,808,000 | 126 |
| Managed Assets ($) | $821,990,000 | 136 |
| Personal trust and agency accounts, managed assets | $173,551,000 | 204 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,197,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $62,774,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $103,740,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $239,541,000 | 141 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $88,187,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,189,818,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $81,851,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,383,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,697,000 | 124 |
| Other retirement accounts, non-managed assets | $39,682,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $1,032,824,000 | 48 |
| 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 | $3,381,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,821,000 | 277 |
| 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 | $2,079,734,000 | 125 |
| Managed Assets ($) | $836,922,000 | 136 |
| Personal trust and agency accounts, managed assets | $175,953,000 | 208 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,941,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $63,551,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $104,363,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $244,897,000 | 139 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $93,217,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,242,812,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $94,574,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,577,000 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,399,000 | 126 |
| Other retirement accounts, non-managed assets | $40,760,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $1,075,319,000 | 48 |
| 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 | $183,000 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,362,000 | 283 |
| 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 | $2,144,906,000 | 126 |
| Managed Assets ($) | $746,552,000 | 153 |
| Personal trust and agency accounts, managed assets | $172,049,000 | 218 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,934,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $57,905,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $101,325,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $241,766,000 | 140 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $91,573,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,398,354,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $91,244,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $78,954,000 | 134 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,564,000 | 128 |
| Other retirement accounts, non-managed assets | $41,823,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $1,150,933,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,836,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,393,000 | 355 |
| 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 | $2,097,815,000 | 129 |
| Managed Assets ($) | $720,844,000 | 156 |
| Personal trust and agency accounts, managed assets | $162,959,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,336,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $55,732,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $96,623,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $233,398,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $94,796,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,376,971,000 | 106 |
| Personal trust and agency accounts, non-managed assets | $80,133,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $69,399,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,857,000 | 131 |
| Other retirement accounts, non-managed assets | $41,011,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $1,161,810,000 | 54 |
| 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 | $1,761,000 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,589,000 | 301 |
| 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 | $2,146,147,000 | 130 |
| Managed Assets ($) | $715,092,000 | 158 |
| Personal trust and agency accounts, managed assets | $172,256,000 | 219 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,649,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $55,183,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $93,390,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $225,524,000 | 144 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $94,090,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,431,055,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $82,377,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,703,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,061,000 | 130 |
| Other retirement accounts, non-managed assets | $42,623,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $1,217,050,000 | 55 |
| 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 | $2,241,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,361,000 | 313 |
| 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 | $2,254,101,000 | 125 |
| Managed Assets ($) | $695,884,000 | 160 |
| Personal trust and agency accounts, managed assets | $174,828,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,929,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $51,381,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $93,072,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $215,065,000 | 142 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $92,609,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,558,217,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $66,575,000 | 121 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,040,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,928,000 | 131 |
| Other retirement accounts, non-managed assets | $33,800,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $1,373,570,000 | 53 |
| 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 | $304,000 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,550,000 | 324 |
| 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 | $2,326,511,000 | 123 |
| Managed Assets ($) | $704,383,000 | 159 |
| Personal trust and agency accounts, managed assets | $190,558,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,533,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $49,292,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $93,980,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $207,959,000 | 145 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $91,061,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,622,128,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $57,833,000 | 136 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,728,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,086,000 | 132 |
| Other retirement accounts, non-managed assets | $30,975,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $1,447,270,000 | 50 |
| 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 | $236,000 | 206 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,700,000 | 405 |
| 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 | $2,087,725,000 | 121 |
| Managed Assets ($) | $622,987,000 | 162 |
| Personal trust and agency accounts, managed assets | $118,375,000 | 273 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,370,000 | 122 |
| Employee benefit-defined benefit accounts, managed assets | $54,810,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $76,981,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $294,779,000 | 107 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $672,000 | 225 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,464,738,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $1,969,000 | 535 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,070,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,621,000 | 129 |
| Other retirement accounts, non-managed assets | $30,142,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $1,353,795,000 | 50 |
| 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 | $1,141,000 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,083,000 | 295 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |