Home > Comerica Bank > Total Fiduciary and Related Assets
Comerica 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 | $64,793,000,000 | 30 |
| Managed Assets ($) | $18,493,000,000 | 31 |
| Personal trust and agency accounts, managed assets | $3,977,000,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,034,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $327,000,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $812,000,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $9,174,000,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $550,000,000 | 59 |
| Other fiduciary accounts, managed assets | $1,619,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $437,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $503,000,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $46,300,000,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $108,000,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,956,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,548,000,000 | 14 |
| Other retirement accounts, non-managed assets | $3,778,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $385,000,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,498,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $25,027,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $83,927,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,669,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $16,000,000 | 208 |
| 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 | $61,205,000,000 | 29 |
| Managed Assets ($) | $17,333,000,000 | 33 |
| Personal trust and agency accounts, managed assets | $4,342,000,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,833,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $300,000,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $752,000,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $8,048,000,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $505,000,000 | 58 |
| Other fiduciary accounts, managed assets | $1,553,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $415,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $446,000,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,872,000,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $101,000,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,375,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,901,000,000 | 16 |
| Other retirement accounts, non-managed assets | $3,654,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $323,000,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,225,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $24,293,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $79,715,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,409,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $16,000,000 | 150 |
| 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 | $62,331,000,000 | 30 |
| Managed Assets ($) | $18,147,000,000 | 32 |
| Personal trust and agency accounts, managed assets | $4,530,000,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,898,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $327,000,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $792,000,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $8,316,000,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $666,000,000 | 44 |
| Other fiduciary accounts, managed assets | $1,618,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $437,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $527,000,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,184,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $109,000,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,629,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,073,000,000 | 14 |
| Other retirement accounts, non-managed assets | $3,705,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $341,000,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,352,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $23,975,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $79,531,000,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,485,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,107,000,000 | 19 |
| 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 | $62,519,000,000 | 30 |
| Managed Assets ($) | $18,651,000,000 | 33 |
| Personal trust and agency accounts, managed assets | $4,236,000,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,778,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $313,000,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $799,000,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $9,025,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $579,000,000 | 53 |
| Other fiduciary accounts, managed assets | $1,921,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $419,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $439,000,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,868,000,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $114,000,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,372,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,578,000,000 | 15 |
| Other retirement accounts, non-managed assets | $3,785,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $324,000,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,375,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $23,320,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,636,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,078,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $18,000,000 | 144 |
| 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 | $60,894,000,000 | 29 |
| Managed Assets ($) | $19,451,000,000 | 33 |
| Personal trust and agency accounts, managed assets | $4,264,000,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,681,000,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,474,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,034,000,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $8,387,000,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $775,000,000 | 46 |
| Other fiduciary accounts, managed assets | $1,836,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $396,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $424,000,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $41,443,000,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $112,000,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,348,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,999,000,000 | 16 |
| Other retirement accounts, non-managed assets | $2,982,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $310,000,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,821,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $22,871,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,631,000,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,986,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $18,000,000 | 200 |
| 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 | $59,434,000,000 | 29 |
| Managed Assets ($) | $22,610,000,000 | 29 |
| Personal trust and agency accounts, managed assets | $4,074,000,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,950,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,888,000,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $978,000,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $8,056,000,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $697,000,000 | 46 |
| Other fiduciary accounts, managed assets | $2,967,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $395,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $405,000,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,824,000,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $109,000,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,780,000,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,623,000,000 | 18 |
| Other retirement accounts, non-managed assets | $2,843,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $2,000,000 | 162 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,657,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $21,810,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,980,000,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,070,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $19,000,000 | 142 |
| 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 | $61,225,000,000 | 22 |
| Managed Assets ($) | $23,310,000,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,404,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,183,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,028,000,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,037,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $8,328,000,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $741,000,000 | 38 |
| Other fiduciary accounts, managed assets | $2,589,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $407,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $426,000,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,915,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $120,000,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,813,000,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,115,000,000 | 15 |
| Other retirement accounts, non-managed assets | $2,821,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $2,000,000 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,042,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $22,002,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,820,000,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,071,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $19,000,000 | 144 |
| 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 | $67,708,000,000 | 23 |
| Managed Assets ($) | $26,695,000,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,180,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,842,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,373,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,187,000,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $9,493,000,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $826,000,000 | 37 |
| Other fiduciary accounts, managed assets | $2,794,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $418,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $484,000,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,013,000,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $130,000,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,951,000,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,849,000,000 | 15 |
| Other retirement accounts, non-managed assets | $2,590,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $2,000,000 | 145 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,764,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $23,727,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $79,817,000,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,182,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $24,000,000 | 129 |
| 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 | $70,855,000,000 | 23 |
| Managed Assets ($) | $27,839,000,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,456,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $5,082,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,611,000,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,288,000,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $9,673,000,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $847,000,000 | 36 |
| Other fiduciary accounts, managed assets | $2,882,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $420,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 552 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $43,016,000,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $103,000,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,163,000,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,302,000,000 | 16 |
| Other retirement accounts, non-managed assets | $2,774,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,804,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $24,870,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,662,000,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,556,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 638 |
| 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 | $70,268,000,000 | 22 |
| Managed Assets ($) | $27,388,000,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,326,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,931,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,918,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $1,265,000,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $9,207,000,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $826,000,000 | 35 |
| Other fiduciary accounts, managed assets | $2,915,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $437,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $485,000,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,880,000,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $101,000,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,197,000,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,160,000,000 | 16 |
| Other retirement accounts, non-managed assets | $2,666,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,702,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $25,054,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,529,000,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,613,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $37,000,000 | 100 |
| 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 | $69,533,000,000 | 23 |
| Managed Assets ($) | $27,596,000,000 | 24 |
| Personal trust and agency accounts, managed assets | $5,589,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,858,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,697,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,300,000,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $9,464,000,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $834,000,000 | 34 |
| Other fiduciary accounts, managed assets | $2,854,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $458,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $509,000,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,937,000,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $101,000,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,727,000,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,204,000,000 | 16 |
| Other retirement accounts, non-managed assets | $2,694,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,468,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $24,743,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,203,000,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,650,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $52,000,000 | 85 |
| 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 | $68,493,000,000 | 23 |
| Managed Assets ($) | $26,146,000,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,727,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,630,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,735,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,324,000,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $9,141,000,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $773,000,000 | 34 |
| Other fiduciary accounts, managed assets | $2,816,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $443,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $499,000,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,347,000,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $99,000,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,761,000,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,722,000,000 | 16 |
| Other retirement accounts, non-managed assets | $2,588,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,292,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $25,885,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,522,000,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,599,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $50,000,000 | 81 |
| 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 | $69,908,000,000 | 23 |
| Managed Assets ($) | $24,941,000,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,588,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $4,235,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,696,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,266,000,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $8,568,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $735,000,000 | 35 |
| Other fiduciary accounts, managed assets | $2,853,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $428,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $490,000,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $44,967,000,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $100,000,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,708,000,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,329,000,000 | 16 |
| Other retirement accounts, non-managed assets | $2,512,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,412,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $27,906,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,560,000,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,530,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $49,000,000 | 92 |
| 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 | $65,108,000,000 | 23 |
| Managed Assets ($) | $23,182,000,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,309,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,745,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,370,000,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $1,135,000,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $7,805,000,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $776,000,000 | 33 |
| Other fiduciary accounts, managed assets | $3,042,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $413,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $449,000,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,926,000,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $93,000,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,658,000,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,945,000,000 | 16 |
| Other retirement accounts, non-managed assets | $2,405,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,709,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $25,116,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,395,000,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,779,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $47,000,000 | 76 |
| 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 | $63,342,000,000 | 23 |
| Managed Assets ($) | $21,912,000,000 | 23 |
| Personal trust and agency accounts, managed assets | $4,221,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,526,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,237,000,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,071,000,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $7,211,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $772,000,000 | 32 |
| Other fiduciary accounts, managed assets | $2,874,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $394,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $423,000,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,430,000,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $93,000,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,649,000,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,551,000,000 | 16 |
| Other retirement accounts, non-managed assets | $2,471,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,542,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $25,124,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,483,000,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,674,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $45,000,000 | 84 |
| 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 | $63,705,000,000 | 22 |
| Managed Assets ($) | $19,546,000,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,058,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,038,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,890,000,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $936,000,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $6,386,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $716,000,000 | 33 |
| Other fiduciary accounts, managed assets | $2,522,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $374,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $368,000,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,159,000,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $87,000,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,612,000,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,182,000,000 | 14 |
| Other retirement accounts, non-managed assets | $3,023,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,313,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $24,942,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,242,000,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,327,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $42,000,000 | 82 |
| 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 | $69,297,000,000 | 22 |
| Managed Assets ($) | $22,993,000,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,697,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,716,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,258,000,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,119,000,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $7,432,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $845,000,000 | 29 |
| Other fiduciary accounts, managed assets | $2,926,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $382,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $472,000,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $46,304,000,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $105,000,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,784,000,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,386,000,000 | 15 |
| Other retirement accounts, non-managed assets | $3,342,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,916,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $25,771,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,915,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,933,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $50,000,000 | 89 |
| 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 | $68,028,000,000 | 23 |
| Managed Assets ($) | $22,320,000,000 | 25 |
| Personal trust and agency accounts, managed assets | $4,615,000,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,523,000,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $2,155,000,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,207,000,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $7,151,000,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $830,000,000 | 31 |
| Other fiduciary accounts, managed assets | $2,839,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $371,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $452,000,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,708,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $119,000,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,704,000,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,093,000,000 | 16 |
| Other retirement accounts, non-managed assets | $3,262,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,636,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $25,894,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,220,000,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,790,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $46,000,000 | 82 |
| 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 | $66,338,000,000 | 21 |
| Managed Assets ($) | $21,925,000,000 | 25 |
| Personal trust and agency accounts, managed assets | $4,677,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,422,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,118,000,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,211,000,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $7,049,000,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $829,000,000 | 30 |
| Other fiduciary accounts, managed assets | $2,619,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $409,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $446,000,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,413,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $215,000,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,668,000,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,887,000,000 | 15 |
| Other retirement accounts, non-managed assets | $3,228,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,647,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $24,768,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,328,000,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,778,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $46,000,000 | 88 |
| 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 | $64,764,000,000 | 22 |
| Managed Assets ($) | $21,612,000,000 | 25 |
| Personal trust and agency accounts, managed assets | $4,714,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,424,000,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,065,000,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,198,000,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $6,885,000,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $815,000,000 | 30 |
| Other fiduciary accounts, managed assets | $2,511,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $388,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $432,000,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,152,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $291,000,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,681,000,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,664,000,000 | 16 |
| Other retirement accounts, non-managed assets | $3,081,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,490,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $23,945,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,833,000,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,168,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $49,000,000 | 79 |
| 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 | $62,187,353,000 | 21 |
| Managed Assets ($) | $20,286,440,000 | 25 |
| Personal trust and agency accounts, managed assets | $4,449,144,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,051,867,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,103,547,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,099,291,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $6,469,512,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $752,568,000 | 32 |
| Other fiduciary accounts, managed assets | $2,360,511,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $397,998,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $401,294,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $41,900,913,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $283,340,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,783,270,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,260,885,000 | 15 |
| Other retirement accounts, non-managed assets | $2,979,374,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,129,873,000 | 3 |
| Other fiduciary accounts, non-managed assets | $23,464,171,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,852,153,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,106,531,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $45,510,000 | 86 |
| 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 | $66,465,891,000 | 21 |
| Managed Assets ($) | $22,715,184,000 | 23 |
| Personal trust and agency accounts, managed assets | $4,879,487,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,569,496,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $2,470,955,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,253,093,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $7,219,408,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $835,319,000 | 32 |
| Other fiduciary accounts, managed assets | $2,487,426,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $404,219,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $454,442,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $43,750,707,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $292,492,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,939,699,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,845,853,000 | 15 |
| Other retirement accounts, non-managed assets | $3,177,079,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,558,054,000 | 3 |
| Other fiduciary accounts, non-managed assets | $23,937,530,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $65,622,294,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,495,913,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $51,643,000 | 76 |
| 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 | $64,128,282,000 | 21 |
| Managed Assets ($) | $20,117,479,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,737,678,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,525,110,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,620,066,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,179,392,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $6,247,125,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $873,354,000 | 28 |
| Other fiduciary accounts, managed assets | $1,934,754,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $391,457,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $445,351,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,010,803,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $285,365,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,717,031,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,863,954,000 | 17 |
| Other retirement accounts, non-managed assets | $3,054,352,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,445,790,000 | 3 |
| Other fiduciary accounts, non-managed assets | $25,644,311,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,368,486,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,540,547,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $50,358,000 | 77 |
| 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 | $62,836,897,000 | 21 |
| Managed Assets ($) | $20,342,662,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,816,553,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,484,580,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,592,395,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,179,315,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $6,293,035,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $886,726,000 | 27 |
| Other fiduciary accounts, managed assets | $2,090,058,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $386,733,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $441,655,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,494,235,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $282,320,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,719,892,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,066,395,000 | 16 |
| Other retirement accounts, non-managed assets | $3,083,018,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,633,957,000 | 3 |
| Other fiduciary accounts, non-managed assets | $23,708,653,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,787,729,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,494,959,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $51,686,000 | 77 |
| 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 | $64,011,571,000 | 21 |
| Managed Assets ($) | $20,768,214,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,967,781,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,600,661,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $3,691,447,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,210,344,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $6,351,454,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $862,339,000 | 27 |
| Other fiduciary accounts, managed assets | $2,084,188,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $377,232,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $460,438,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $43,243,357,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $281,886,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,700,736,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,604,959,000 | 15 |
| Other retirement accounts, non-managed assets | $3,149,281,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,484,272,000 | 3 |
| Other fiduciary accounts, non-managed assets | $24,022,223,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,864,660,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,605,067,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $52,652,000 | 82 |
| 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 | $62,734,637,000 | 21 |
| Managed Assets ($) | $20,571,971,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,866,327,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,601,865,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $3,525,115,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,202,400,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $6,605,656,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $857,894,000 | 27 |
| Other fiduciary accounts, managed assets | $1,912,714,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $369,494,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $475,840,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,162,666,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $290,954,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,628,835,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,093,209,000 | 15 |
| Other retirement accounts, non-managed assets | $2,986,438,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,349,991,000 | 3 |
| Other fiduciary accounts, non-managed assets | $23,813,239,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,164,685,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,304,078,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $53,712,000 | 73 |
| 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 | $61,537,749,000 | 21 |
| Managed Assets ($) | $20,350,860,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,777,116,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,520,816,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $3,434,071,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,166,543,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,959,061,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $838,351,000 | 29 |
| Other fiduciary accounts, managed assets | $1,654,902,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $353,852,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $462,337,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,186,889,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $299,111,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,599,615,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,909,046,000 | 15 |
| Other retirement accounts, non-managed assets | $3,071,688,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,066,040,000 | 3 |
| Other fiduciary accounts, non-managed assets | $23,241,389,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,807,753,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,116,625,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $53,048,000 | 77 |
| 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 | $60,220,206,000 | 21 |
| Managed Assets ($) | $20,332,634,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,837,958,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,494,224,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $3,437,993,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,162,677,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $6,952,450,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $831,321,000 | 29 |
| Other fiduciary accounts, managed assets | $1,616,011,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $342,900,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $462,514,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,887,572,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $291,201,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,559,451,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,515,608,000 | 15 |
| Other retirement accounts, non-managed assets | $3,040,300,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,840,710,000 | 3 |
| Other fiduciary accounts, non-managed assets | $22,640,302,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,861,855,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,145,867,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $57,123,000 | 69 |
| 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 | $58,787,646,000 | 21 |
| Managed Assets ($) | $19,973,816,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,765,119,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,424,208,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $3,339,447,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,137,328,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $6,957,748,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $771,879,000 | 28 |
| Other fiduciary accounts, managed assets | $1,578,087,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $337,979,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $452,803,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $38,813,830,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $300,361,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,653,522,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,360,322,000 | 15 |
| Other retirement accounts, non-managed assets | $2,990,255,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,603,159,000 | 4 |
| Other fiduciary accounts, non-managed assets | $21,906,211,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,187,366,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,720,558,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $57,130,000 | 67 |
| 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 | $59,454,375,000 | 20 |
| Managed Assets ($) | $19,889,608,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,820,781,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,367,004,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $3,029,137,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,128,233,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $7,028,106,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $780,143,000 | 28 |
| Other fiduciary accounts, managed assets | $1,736,204,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $368,298,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $458,506,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,564,767,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $309,471,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,618,640,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,843,639,000 | 15 |
| Other retirement accounts, non-managed assets | $3,204,471,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,660,602,000 | 4 |
| Other fiduciary accounts, non-managed assets | $21,927,944,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,210,546,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,608,044,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $61,891,000 | 63 |
| 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 | $56,944,557,000 | 19 |
| Managed Assets ($) | $18,764,797,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,743,857,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,298,509,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,857,217,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,108,206,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $6,553,500,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $775,858,000 | 26 |
| Other fiduciary accounts, managed assets | $1,427,650,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $353,581,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $449,568,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,179,760,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $324,693,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,545,371,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,659,117,000 | 14 |
| Other retirement accounts, non-managed assets | $2,966,778,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,538,833,000 | 4 |
| Other fiduciary accounts, non-managed assets | $21,144,968,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,354,938,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,480,952,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $65,241,000 | 60 |
| 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 | $57,119,843,000 | 19 |
| Managed Assets ($) | $19,369,564,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,731,388,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,213,936,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,820,174,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $1,136,585,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $6,772,272,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $767,432,000 | 27 |
| Other fiduciary accounts, managed assets | $1,927,777,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $352,559,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $454,413,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,750,279,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $338,781,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,927,171,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,358,382,000 | 15 |
| Other retirement accounts, non-managed assets | $2,972,853,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,536,243,000 | 4 |
| Other fiduciary accounts, non-managed assets | $20,616,849,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,052,044,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,388,920,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $69,215,000 | 58 |
| 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 | $58,101,704,000 | 19 |
| Managed Assets ($) | $19,247,633,000 | 23 |
| Personal trust and agency accounts, managed assets | $4,726,178,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,201,627,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,757,504,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $1,130,126,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $6,680,911,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $768,967,000 | 27 |
| Other fiduciary accounts, managed assets | $1,982,320,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $370,851,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $460,430,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $38,854,071,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $327,859,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,115,254,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,358,116,000 | 15 |
| Other retirement accounts, non-managed assets | $3,102,987,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,274,211,000 | 4 |
| Other fiduciary accounts, non-managed assets | $20,675,644,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,243,369,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,181,997,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $69,678,000 | 60 |
| 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 | $57,809,384,000 | 19 |
| Managed Assets ($) | $18,841,626,000 | 23 |
| Personal trust and agency accounts, managed assets | $4,663,370,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,155,206,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,783,667,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $1,105,225,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,113,522,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $922,020,000 | 23 |
| Other fiduciary accounts, managed assets | $2,098,616,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $319,251,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $457,521,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,967,758,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $321,506,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,970,031,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,423,547,000 | 15 |
| Other retirement accounts, non-managed assets | $3,102,471,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,235,075,000 | 4 |
| Other fiduciary accounts, non-managed assets | $20,915,128,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,611,795,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,116,267,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $87,345,000 | 51 |
| 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 | $59,704,638,000 | 19 |
| Managed Assets ($) | $20,191,612,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,003,152,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,268,850,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,148,303,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,196,514,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $6,533,382,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $975,754,000 | 24 |
| Other fiduciary accounts, managed assets | $2,065,657,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $326,439,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $502,607,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,513,026,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $327,122,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,177,190,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,757,406,000 | 15 |
| Other retirement accounts, non-managed assets | $3,320,153,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,529,333,000 | 4 |
| Other fiduciary accounts, non-managed assets | $20,401,822,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,933,799,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,875,518,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $91,343,000 | 51 |
| 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 | $60,397,479,000 | 20 |
| Managed Assets ($) | $20,717,203,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,117,658,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,193,614,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $3,231,393,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,265,199,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $6,628,359,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $1,015,015,000 | 23 |
| Other fiduciary accounts, managed assets | $2,265,965,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $319,661,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $511,783,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,680,276,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $320,399,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,150,069,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,039,716,000 | 15 |
| Other retirement accounts, non-managed assets | $3,251,931,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,389,731,000 | 4 |
| Other fiduciary accounts, non-managed assets | $20,528,430,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,659,441,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,874,650,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $93,940,000 | 53 |
| 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 | $59,415,773,000 | 20 |
| Managed Assets ($) | $20,528,811,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,036,057,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,238,390,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,075,846,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,259,455,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $6,525,996,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,002,069,000 | 22 |
| Other fiduciary accounts, managed assets | $2,390,998,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $369,730,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $511,183,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $38,886,962,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $310,891,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,153,272,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,277,712,000 | 15 |
| Other retirement accounts, non-managed assets | $3,138,130,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $24,654,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,069,063,000 | 4 |
| Other fiduciary accounts, non-managed assets | $19,913,240,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,013,230,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,706,199,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $93,085,000 | 55 |
| 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 | $59,844,683,000 | 20 |
| Managed Assets ($) | $20,249,393,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,089,219,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,196,349,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $2,969,052,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,250,597,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $6,459,124,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $966,012,000 | 24 |
| Other fiduciary accounts, managed assets | $2,319,040,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $391,745,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $514,882,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,595,290,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $317,780,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,252,837,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,914,816,000 | 15 |
| Other retirement accounts, non-managed assets | $3,127,937,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,143,955,000 | 4 |
| Other fiduciary accounts, non-managed assets | $20,837,965,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,743,289,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,781,385,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $115,513,000 | 50 |
| 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 | $59,904,514,000 | 19 |
| Managed Assets ($) | $20,858,770,000 | 22 |
| Personal trust and agency accounts, managed assets | $5,188,387,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,154,180,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $2,999,645,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,369,572,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,942,561,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $969,626,000 | 24 |
| Other fiduciary accounts, managed assets | $2,234,799,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $379,501,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $537,473,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,045,744,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $320,574,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,242,163,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,052,160,000 | 15 |
| Other retirement accounts, non-managed assets | $3,196,427,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,073,265,000 | 5 |
| Other fiduciary accounts, non-managed assets | $20,161,155,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,504,088,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,778,282,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $210,645,000 | 38 |
| 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 | $62,626,503,000 | 20 |
| Managed Assets ($) | $22,760,847,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,331,367,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $868,579,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $3,042,174,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $3,714,511,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,460,849,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $984,006,000 | 23 |
| Other fiduciary accounts, managed assets | $2,359,361,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $366,444,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $521,249,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,865,656,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $325,570,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,195,743,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,681,131,000 | 16 |
| Other retirement accounts, non-managed assets | $4,003,019,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,007,148,000 | 5 |
| Other fiduciary accounts, non-managed assets | $20,653,045,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $51,687,698,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,631,848,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $204,789,000 | 39 |
| 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 | $61,806,018,000 | 20 |
| Managed Assets ($) | $22,698,055,000 | 22 |
| Personal trust and agency accounts, managed assets | $5,297,487,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $850,267,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $2,974,283,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $3,712,895,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $6,458,891,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,027,827,000 | 22 |
| Other fiduciary accounts, managed assets | $2,376,405,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $359,885,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $518,137,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $39,107,963,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $330,705,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,154,436,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,382,073,000 | 16 |
| Other retirement accounts, non-managed assets | $3,031,230,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $19,710,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,923,158,000 | 5 |
| Other fiduciary accounts, non-managed assets | $21,266,651,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,353,990,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,657,515,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $205,743,000 | 40 |
| 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 | $58,704,011,000 | 21 |
| Managed Assets ($) | $20,815,553,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,215,607,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $788,036,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $2,542,548,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $3,387,403,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $6,137,164,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $918,552,000 | 23 |
| Other fiduciary accounts, managed assets | $1,826,243,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $356,645,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $496,501,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,888,458,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $315,172,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,039,626,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,528,110,000 | 15 |
| Other retirement accounts, non-managed assets | $2,876,296,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,247,985,000 | 5 |
| Other fiduciary accounts, non-managed assets | $20,881,269,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,822,012,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,689,145,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $204,528,000 | 37 |
| 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 | $57,691,077,000 | 20 |
| Managed Assets ($) | $20,078,281,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,077,857,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $735,666,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $2,475,558,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $3,220,502,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $5,874,604,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $982,480,000 | 20 |
| Other fiduciary accounts, managed assets | $1,711,614,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $364,118,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $480,973,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,612,796,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $304,762,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,020,744,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,816,720,000 | 15 |
| Other retirement accounts, non-managed assets | $2,848,354,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,077,865,000 | 5 |
| Other fiduciary accounts, non-managed assets | $20,544,351,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,797,644,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,500,660,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $206,020,000 | 39 |
| 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 | $57,900,972,000 | 21 |
| Managed Assets ($) | $19,933,546,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,134,472,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $723,417,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $2,323,128,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $3,170,592,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $6,013,239,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $993,954,000 | 20 |
| Other fiduciary accounts, managed assets | $1,574,744,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $373,897,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $488,281,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,967,426,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $307,861,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,949,995,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,172,137,000 | 14 |
| Other retirement accounts, non-managed assets | $2,772,008,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,800,185,000 | 5 |
| Other fiduciary accounts, non-managed assets | $20,965,240,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,147,932,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,564,705,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $195,140,000 | 40 |
| 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 | $54,864,752,000 | 22 |
| Managed Assets ($) | $19,299,206,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,112,773,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $642,628,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $2,260,147,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $3,007,829,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $5,785,620,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $881,021,000 | 21 |
| Other fiduciary accounts, managed assets | $1,609,188,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $433,953,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $474,330,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $35,565,546,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $182,849,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,842,341,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,390,490,000 | 14 |
| Other retirement accounts, non-managed assets | $2,593,722,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,401,330,000 | 5 |
| Other fiduciary accounts, non-managed assets | $20,154,814,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,078,541,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,233,195,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $189,494,000 | 39 |
| 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 | $34,720,679,000 | 24 |
| Managed Assets ($) | $18,737,534,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,173,410,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $577,215,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $2,152,386,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $654,632,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $6,595,943,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $251,768,000 | 47 |
| Other fiduciary accounts, managed assets | $3,332,180,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $328,478,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $472,169,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,983,145,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $194,678,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,205,622,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,087,264,000 | 14 |
| Other retirement accounts, non-managed assets | $2,610,525,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $54,398,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,462,000 | 41 |
| Other fiduciary accounts, non-managed assets | $4,801,196,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,504,828,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,240,338,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $190,974,000 | 37 |
| 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 | $33,688,284,000 | 24 |
| Managed Assets ($) | $18,240,117,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,058,765,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $540,323,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $2,067,402,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $629,767,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $6,446,469,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $240,468,000 | 49 |
| Other fiduciary accounts, managed assets | $3,256,923,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $338,102,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $459,532,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,448,167,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $159,886,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,262,642,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,907,463,000 | 14 |
| Other retirement accounts, non-managed assets | $2,498,741,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $46,856,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,808,000 | 36 |
| Other fiduciary accounts, non-managed assets | $4,532,771,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,181,661,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,183,333,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $183,759,000 | 37 |
| 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 | $34,457,019,000 | 24 |
| Managed Assets ($) | $18,765,792,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,267,991,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $640,909,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $2,173,554,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $648,954,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,499,163,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $245,754,000 | 50 |
| Other fiduciary accounts, managed assets | $3,289,467,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $354,392,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $477,202,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,691,227,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $161,979,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,259,608,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,948,420,000 | 14 |
| Other retirement accounts, non-managed assets | $2,512,915,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $48,311,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,132,000 | 33 |
| Other fiduciary accounts, non-managed assets | $4,717,862,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,596,926,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,164,562,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $184,536,000 | 37 |
| 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 | $33,721,727,000 | 21 |
| Managed Assets ($) | $18,014,825,000 | 21 |
| Personal trust and agency accounts, managed assets | $5,112,824,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $623,840,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,949,262,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $613,488,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $6,544,178,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $211,835,000 | 49 |
| Other fiduciary accounts, managed assets | $2,959,398,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $397,078,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $454,380,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $15,706,902,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $158,120,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,199,024,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,863,719,000 | 14 |
| Other retirement accounts, non-managed assets | $2,465,184,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $48,372,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,893,000 | 35 |
| Other fiduciary accounts, non-managed assets | $4,930,590,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,458,815,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,085,531,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $175,260,000 | 38 |
| 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 | $32,355,322,000 | 26 |
| Managed Assets ($) | $17,282,717,000 | 22 |
| Personal trust and agency accounts, managed assets | $4,886,993,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $575,938,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,742,663,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $788,167,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,355,269,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $209,410,000 | 51 |
| Other fiduciary accounts, managed assets | $2,724,277,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $333,298,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $439,685,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,072,605,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $153,784,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,184,552,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,676,977,000 | 15 |
| Other retirement accounts, non-managed assets | $2,345,075,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $59,721,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,163,000 | 35 |
| Other fiduciary accounts, non-managed assets | $4,615,333,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,958,647,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,965,711,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $164,851,000 | 35 |
| 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 | $30,200,435,000 | 28 |
| Managed Assets ($) | $18,932,210,000 | 21 |
| Personal trust and agency accounts, managed assets | $5,313,051,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $606,084,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,983,794,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $865,134,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $6,952,088,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $199,333,000 | 50 |
| Other fiduciary accounts, managed assets | $3,012,726,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $365,856,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $483,717,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,268,225,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $234,023,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $634,348,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,738,597,000 | 17 |
| Other retirement accounts, non-managed assets | $863,962,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $45,708,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,872,000 | 32 |
| Other fiduciary accounts, non-managed assets | $3,691,715,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,348,782,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,843,596,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $166,440,000 | 35 |
| 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 | $30,681,492,000 | 28 |
| Managed Assets ($) | $19,350,108,000 | 21 |
| Personal trust and agency accounts, managed assets | $5,474,767,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $637,909,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $2,064,319,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $863,444,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $6,995,495,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $212,864,000 | 49 |
| Other fiduciary accounts, managed assets | $3,101,310,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $445,730,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $481,371,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,331,384,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $172,112,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $863,808,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,547,863,000 | 17 |
| Other retirement accounts, non-managed assets | $854,270,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $49,124,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,622,000 | 32 |
| Other fiduciary accounts, non-managed assets | $3,783,585,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,160,183,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,724,173,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $158,509,000 | 37 |
| 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 | $29,667,152,000 | 29 |
| Managed Assets ($) | $18,591,416,000 | 22 |
| Personal trust and agency accounts, managed assets | $5,340,659,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $599,916,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,928,426,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $801,861,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $6,873,952,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $208,926,000 | 47 |
| Other fiduciary accounts, managed assets | $2,837,676,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $415,859,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $472,844,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $11,075,736,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $191,731,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $892,855,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,373,301,000 | 17 |
| Other retirement accounts, non-managed assets | $762,908,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $47,593,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,860,000 | 32 |
| Other fiduciary accounts, non-managed assets | $3,750,488,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,876,782,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,560,195,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $151,851,000 | 41 |
| 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 | $28,513,375,000 | 29 |
| Managed Assets ($) | $18,090,509,000 | 22 |
| Personal trust and agency accounts, managed assets | $5,149,233,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $529,225,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,846,079,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $516,013,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $6,860,091,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $177,985,000 | 50 |
| Other fiduciary accounts, managed assets | $3,011,883,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $396,566,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $467,798,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,422,866,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $185,038,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $797,311,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,972,880,000 | 17 |
| Other retirement accounts, non-managed assets | $149,444,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $71,154,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $69,370,000 | 26 |
| Other fiduciary accounts, non-managed assets | $4,177,669,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,379,510,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,970,829,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $146,916,000 | 35 |
| 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 | $27,071,912,000 | 30 |
| Managed Assets ($) | $17,404,125,000 | 22 |
| Personal trust and agency accounts, managed assets | $4,996,461,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $417,117,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,747,702,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $485,103,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $6,939,198,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $169,252,000 | 47 |
| Other fiduciary accounts, managed assets | $2,649,292,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $410,497,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $437,987,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,667,787,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $169,804,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $743,173,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,473,015,000 | 17 |
| Other retirement accounts, non-managed assets | $144,204,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $81,488,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $64,036,000 | 26 |
| Other fiduciary accounts, non-managed assets | $3,992,067,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,246,781,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,825,380,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $141,692,000 | 34 |
| 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 | $29,721,157,000 | 29 |
| Managed Assets ($) | $19,578,053,000 | 22 |
| Personal trust and agency accounts, managed assets | $5,230,120,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $804,630,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,957,252,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $515,310,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $7,944,936,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $177,402,000 | 48 |
| Other fiduciary accounts, managed assets | $2,948,403,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $412,573,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $463,504,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,143,104,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $185,907,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $736,302,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,782,680,000 | 17 |
| Other retirement accounts, non-managed assets | $149,816,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $86,151,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $70,456,000 | 29 |
| Other fiduciary accounts, non-managed assets | $4,131,792,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,765,404,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,050,017,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $146,138,000 | 34 |
| 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 | $29,393,566,000 | 30 |
| Managed Assets ($) | $19,209,380,000 | 23 |
| Personal trust and agency accounts, managed assets | $5,026,111,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $789,331,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $2,076,318,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $507,578,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $7,735,270,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $174,424,000 | 48 |
| Other fiduciary accounts, managed assets | $2,900,348,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $418,405,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $456,652,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $10,184,186,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $188,021,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,051,429,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,638,319,000 | 18 |
| Other retirement accounts, non-managed assets | $146,254,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $93,875,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,417,000 | 28 |
| Other fiduciary accounts, non-managed assets | $3,999,871,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,200,582,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,912,593,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $142,674,000 | 40 |
| 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 | $30,582,887,000 | 32 |
| Managed Assets ($) | $19,292,023,000 | 25 |
| Personal trust and agency accounts, managed assets | $5,109,399,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,226,606,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $2,038,325,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $510,560,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $7,604,970,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,802,163,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $395,217,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,290,864,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $353,075,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,099,196,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,258,340,000 | 16 |
| Other retirement accounts, non-managed assets | $156,716,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,423,537,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,789,612,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,697,281,000 | 6 |
| 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 | $30,996,303,000 | 30 |
| Managed Assets ($) | $18,511,762,000 | 23 |
| Personal trust and agency accounts, managed assets | $4,804,001,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,081,555,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $2,572,351,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $478,488,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $7,255,114,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,320,253,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $358,262,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,484,541,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $322,767,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,682,838,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,942,196,000 | 17 |
| Other retirement accounts, non-managed assets | $145,396,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,391,344,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,700,550,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,007,477,000 | 6 |
| 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 | $29,961,883,000 | 31 |
| Managed Assets ($) | $17,182,953,000 | 23 |
| Personal trust and agency accounts, managed assets | $4,571,422,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $937,741,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $2,288,016,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $447,016,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $7,103,479,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,835,279,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $642,841,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,778,930,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $466,276,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,003,687,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,476,958,000 | 17 |
| Other retirement accounts, non-managed assets | $136,255,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,695,754,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $59,466,757,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,751,378,000 | 6 |
| 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 | $31,523,398,000 | 31 |
| Managed Assets ($) | $18,358,296,000 | 23 |
| Personal trust and agency accounts, managed assets | $4,884,011,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,044,776,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $2,411,709,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $478,454,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $7,580,166,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,959,180,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $904,516,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,165,102,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $395,236,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,181,341,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,682,172,000 | 20 |
| Other retirement accounts, non-managed assets | $182,339,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,724,014,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,655,909,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,311,873,000 | 6 |
| 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 | $35,655,947,000 | 30 |
| Managed Assets ($) | $20,809,221,000 | 22 |
| Personal trust and agency accounts, managed assets | $5,442,713,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,335,295,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $2,699,471,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $546,601,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $8,509,435,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,275,706,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $820,281,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,846,726,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $528,551,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,753,941,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,303,408,000 | 19 |
| Other retirement accounts, non-managed assets | $213,915,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,046,911,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,569,280,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,475,253,000 | 6 |
| 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 | $37,156,980,000 | 31 |
| Managed Assets ($) | $21,583,382,000 | 24 |
| Personal trust and agency accounts, managed assets | $5,722,725,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,532,137,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $2,951,223,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $578,291,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $8,841,936,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,957,070,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $808,234,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,573,598,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $558,834,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,966,721,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,636,091,000 | 20 |
| Other retirement accounts, non-managed assets | $226,430,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,185,522,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,985,374,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,446,263,000 | 7 |
| 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 | $37,677,672,000 | 31 |
| Managed Assets ($) | $22,145,704,000 | 22 |
| Personal trust and agency accounts, managed assets | $5,895,893,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,552,398,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,108,194,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $593,240,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $8,848,206,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,147,773,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $818,825,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,531,968,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $615,095,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,095,330,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,518,278,000 | 21 |
| Other retirement accounts, non-managed assets | $219,868,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,083,397,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,972,119,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,517,324,000 | 7 |
| 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 | $40,141,628,000 | 31 |
| Managed Assets ($) | $24,299,191,000 | 23 |
| Personal trust and agency accounts, managed assets | $6,208,355,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,730,966,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $4,303,837,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $624,973,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $9,166,791,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,264,269,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $767,226,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,842,437,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $666,440,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,305,162,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,532,126,000 | 22 |
| Other retirement accounts, non-managed assets | $231,740,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,106,969,000 | 12 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,678,095,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,441,493,000 | 7 |
| 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 | $41,133,093,000 | 32 |
| Managed Assets ($) | $24,619,469,000 | 24 |
| Personal trust and agency accounts, managed assets | $6,356,490,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,790,610,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $4,294,028,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $648,970,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $9,254,343,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,275,028,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $718,074,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,513,624,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $670,475,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,433,427,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,917,040,000 | 21 |
| Other retirement accounts, non-managed assets | $229,028,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,263,654,000 | 12 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,215,654,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,360,448,000 | 7 |
| 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 | $40,751,797,000 | 33 |
| Managed Assets ($) | $24,627,780,000 | 23 |
| Personal trust and agency accounts, managed assets | $6,384,787,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,753,414,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $4,359,244,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $644,392,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $9,289,924,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,196,019,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $725,567,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,124,017,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $550,435,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,721,391,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,903,519,000 | 22 |
| Other retirement accounts, non-managed assets | $218,576,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,730,096,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,576,937,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,392,448,000 | 8 |
| 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 | $39,225,834,000 | 32 |
| Managed Assets ($) | $23,225,594,000 | 25 |
| Personal trust and agency accounts, managed assets | $6,216,039,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,688,354,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,817,548,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $615,658,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $8,566,520,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,321,475,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $684,480,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,000,240,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $716,302,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,432,326,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,707,404,000 | 23 |
| Other retirement accounts, non-managed assets | $207,276,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,936,932,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,973,447,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,341,295,000 | 8 |
| 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 | $39,513,029,000 | 31 |
| Managed Assets ($) | $23,275,461,000 | 25 |
| Personal trust and agency accounts, managed assets | $6,250,786,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,730,130,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,805,125,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $610,720,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $8,722,341,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,156,359,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $691,885,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,237,568,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $975,619,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,535,777,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,794,298,000 | 21 |
| Other retirement accounts, non-managed assets | $206,678,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,725,196,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,339,929,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,139,939,000 | 9 |
| 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 | $38,268,787,000 | 31 |
| Managed Assets ($) | $22,663,089,000 | 25 |
| Personal trust and agency accounts, managed assets | $6,080,597,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,611,643,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,696,359,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $609,366,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $8,434,694,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,230,430,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $606,632,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,605,698,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $760,443,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,325,822,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,577,626,000 | 24 |
| Other retirement accounts, non-managed assets | $206,796,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,735,011,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,746,823,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,803,780,000 | 9 |
| 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 | $37,936,735,000 | 30 |
| Managed Assets ($) | $22,265,397,000 | 24 |
| Personal trust and agency accounts, managed assets | $5,967,560,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,586,801,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $3,526,993,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $588,341,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $8,521,658,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,074,044,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $980,723,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,671,338,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $722,917,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,150,080,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,523,651,000 | 23 |
| Other retirement accounts, non-managed assets | $201,509,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,073,181,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,574,702,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,327,572,000 | 8 |
| 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 | $38,002,417,000 | 30 |
| Managed Assets ($) | $22,068,945,000 | 24 |
| Personal trust and agency accounts, managed assets | $6,122,564,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,620,991,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $3,632,291,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $593,245,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $8,047,398,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,052,456,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $406,128,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,933,472,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $723,226,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,288,111,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,590,160,000 | 23 |
| Other retirement accounts, non-managed assets | $208,969,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,123,006,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,663,449,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,993,628,000 | 9 |
| 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 | $36,587,355,000 | 31 |
| Managed Assets ($) | $21,008,650,000 | 25 |
| Personal trust and agency accounts, managed assets | $6,109,309,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,558,674,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,718,547,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $572,984,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $7,649,356,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,399,780,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $352,566,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,578,705,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $688,662,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,190,436,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,257,882,000 | 26 |
| Other retirement accounts, non-managed assets | $207,002,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,234,723,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,476,632,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,525,532,000 | 8 |
| 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 | $36,371,587,000 | 31 |
| Managed Assets ($) | $21,008,346,000 | 25 |
| Personal trust and agency accounts, managed assets | $6,069,126,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,540,948,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $3,802,379,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $575,641,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $7,596,681,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,423,571,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $379,438,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,363,241,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $604,161,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,108,690,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,110,219,000 | 26 |
| Other retirement accounts, non-managed assets | $204,355,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,335,816,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,977,059,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,685,104,000 | 8 |
| 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 | $38,603,543,000 | 29 |
| Managed Assets ($) | $21,234,341,000 | 23 |
| Personal trust and agency accounts, managed assets | $6,115,723,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,478,582,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $3,704,274,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $551,549,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $7,910,972,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,473,241,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $392,082,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,369,202,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $620,730,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,968,351,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,955,157,000 | 26 |
| Other retirement accounts, non-managed assets | $200,022,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,624,942,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,912,432,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,592,636,000 | 8 |
| 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 | $38,467,964,000 | 31 |
| Managed Assets ($) | $21,047,600,000 | 25 |
| Personal trust and agency accounts, managed assets | $6,195,611,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,594,693,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $3,516,004,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $544,778,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $7,771,961,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,424,553,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $387,533,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,420,364,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $675,690,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,728,058,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,898,455,000 | 28 |
| Other retirement accounts, non-managed assets | $199,407,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,918,754,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,171,478,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,401,508,000 | 8 |
| 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 | $38,493,965,000 | 33 |
| Managed Assets ($) | $21,328,817,000 | 24 |
| Personal trust and agency accounts, managed assets | $6,454,694,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,586,232,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $3,646,556,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $547,819,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $7,640,980,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,452,536,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $410,898,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,165,148,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $708,419,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,932,626,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,627,271,000 | 28 |
| Other retirement accounts, non-managed assets | $211,149,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $7,685,683,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,227,408,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,278,657,000 | 8 |
| 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 | $39,419,033,000 | 32 |
| Managed Assets ($) | $20,932,422,000 | 24 |
| Personal trust and agency accounts, managed assets | $6,268,781,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,418,918,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $3,345,429,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $517,717,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $7,248,592,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,132,985,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $401,895,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,486,611,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $827,773,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,644,406,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,360,206,000 | 26 |
| Other retirement accounts, non-managed assets | $210,807,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $8,443,419,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,320,055,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,155,496,000 | 8 |
| 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 | $36,976,320,000 | 32 |
| Managed Assets ($) | $20,731,349,000 | 24 |
| Personal trust and agency accounts, managed assets | $6,307,787,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,302,970,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $3,363,282,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $485,559,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $7,153,465,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,118,286,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $388,934,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,244,971,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $858,348,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,616,763,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,415,953,000 | 24 |
| Other retirement accounts, non-managed assets | $220,723,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,133,184,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,907,303,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,077,166,000 | 8 |
| 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 | $36,560,733,000 | 32 |
| Managed Assets ($) | $21,019,466,000 | 24 |
| Personal trust and agency accounts, managed assets | $6,259,397,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,309,312,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $3,394,477,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $480,110,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $7,523,072,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,053,098,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $404,550,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,541,267,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $728,764,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,732,049,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,488,962,000 | 24 |
| Other retirement accounts, non-managed assets | $226,738,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,364,754,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,062,179,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,122,148,000 | 8 |
| 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 | $36,735,312,000 | 33 |
| Managed Assets ($) | $20,414,254,000 | 24 |
| Personal trust and agency accounts, managed assets | $6,294,976,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,284,308,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $3,181,136,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $509,279,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $7,095,766,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,048,789,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $410,461,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,321,058,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $824,006,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,552,711,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,497,715,000 | 24 |
| Other retirement accounts, non-managed assets | $223,723,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,222,903,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,476,135,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,947,458,000 | 8 |
| 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 | $34,785,977,000 | 33 |
| Managed Assets ($) | $19,495,477,000 | 24 |
| Personal trust and agency accounts, managed assets | $5,895,433,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,143,864,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $2,540,092,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $486,958,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $6,582,060,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,847,070,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $421,658,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,290,500,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $690,195,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,237,914,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,212,261,000 | 23 |
| Other retirement accounts, non-managed assets | $213,919,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,936,211,000 | 11 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,376,370,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,648,520,000 | 7 |
| 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 | $32,494,709,000 | 35 |
| Managed Assets ($) | $18,876,188,000 | 24 |
| Personal trust and agency accounts, managed assets | $5,873,269,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,178,246,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $2,440,440,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $478,072,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $6,781,589,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,124,572,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $461,982,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,618,521,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $645,140,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,108,518,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,903,031,000 | 24 |
| Other retirement accounts, non-managed assets | $217,505,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,744,327,000 | 12 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,859,999,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,572,727,000 | 7 |
| 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 | $27,026,144,000 | 37 |
| Managed Assets ($) | $15,866,776,000 | 26 |
| Personal trust and agency accounts, managed assets | $5,072,886,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,006,534,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $2,142,587,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $396,220,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $5,315,744,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,932,805,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $445,433,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,159,368,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $544,920,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,816,546,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,253,797,000 | 24 |
| Other retirement accounts, non-managed assets | $168,598,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,375,507,000 | 12 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,596,112,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,458,589,000 | 7 |
| 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 | $25,686,398,000 | 39 |
| Managed Assets ($) | $11,470,829,000 | 33 |
| Personal trust and agency accounts, managed assets | $5,064,617,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $79,983,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $855,812,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $405,250,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $3,851,435,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,213,732,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $493,766,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,215,569,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $586,383,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,848,733,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,696,415,000 | 24 |
| Other retirement accounts, non-managed assets | $171,842,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $6,912,196,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,600,693,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,988,808,000 | 8 |
| 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 | $43,409,742,000 | 28 |
| Managed Assets ($) | $12,077,815,000 | 35 |
| Personal trust and agency accounts, managed assets | $6,674,349,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $374,322,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $813,317,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $818,322,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $3,394,211,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,294,000 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $396,463,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,331,927,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $5,070,542,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,760,865,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,311,402,000 | 22 |
| Other retirement accounts, non-managed assets | $14,995,220,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,193,898,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,458,130,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,756,616,000 | 7 |
| 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 |