Home > Fifth Third Bank > Total Fiduciary and Related Assets
Fifth Third 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 | $64,283,000,000 | 31 |
| Managed Assets ($) | $48,671,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $11,494,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,203,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $691,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $5,359,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $25,548,000,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $3,184,000,000 | 19 |
| Other fiduciary accounts, managed assets | $192,000,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $5,185,000,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $15,612,000,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $2,002,000,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,854,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,063,000,000 | 24 |
| Other retirement accounts, non-managed assets | $345,000,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $127,000,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000,000 | 54 |
| Other fiduciary accounts, non-managed assets | $1,180,000,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $463,520,000,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $103,000,000 | 57 |
| 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 | $60,880,000,000 | 31 |
| Managed Assets ($) | $46,472,000,000 | 19 |
| Personal trust and agency accounts, managed assets | $10,826,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,218,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $665,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $4,954,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $24,401,000,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $2,970,000,000 | 19 |
| Other fiduciary accounts, managed assets | $438,000,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,809,000,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,408,000,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $1,883,000,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,993,000,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,018,000,000 | 24 |
| Other retirement accounts, non-managed assets | $337,000,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,000,000 | 52 |
| Other fiduciary accounts, non-managed assets | $1,139,000,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $442,120,000,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $103,000,000 | 48 |
| 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 | $62,487,000,000 | 29 |
| Managed Assets ($) | $47,760,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $11,168,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,168,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $718,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $5,091,000,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $24,981,000,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $3,078,000,000 | 19 |
| Other fiduciary accounts, managed assets | $556,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,938,000,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,727,000,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,454,000,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,941,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,086,000,000 | 25 |
| Other retirement accounts, non-managed assets | $349,000,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $469,000,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,000,000 | 50 |
| Other fiduciary accounts, non-managed assets | $1,388,000,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $447,391,000,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $131,000,000 | 44 |
| 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 | $60,907,000,000 | 31 |
| Managed Assets ($) | $46,324,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $10,732,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,130,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $710,000,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $4,802,000,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $23,953,000,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $2,974,000,000 | 19 |
| Other fiduciary accounts, managed assets | $1,023,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,650,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,583,000,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $1,355,000,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,688,000,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,116,000,000 | 24 |
| Other retirement accounts, non-managed assets | $353,000,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $469,000,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,000,000 | 53 |
| Other fiduciary accounts, non-managed assets | $1,563,000,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $438,377,000,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $135,000,000 | 43 |
| 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 | $59,750,040,000 | 32 |
| Managed Assets ($) | $44,677,481,000 | 18 |
| Personal trust and agency accounts, managed assets | $10,412,293,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,072,924,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $696,490,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $4,533,401,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $22,967,571,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $2,777,531,000 | 19 |
| Other fiduciary accounts, managed assets | $1,217,271,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,392,635,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $15,072,559,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,271,614,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,267,114,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,056,590,000 | 26 |
| Other retirement accounts, non-managed assets | $369,650,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $469,331,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,461,000 | 52 |
| Other fiduciary accounts, non-managed assets | $1,599,799,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $418,967,313,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $133,035,000 | 49 |
| 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 | $57,516,307,000 | 30 |
| Managed Assets ($) | $42,235,461,000 | 18 |
| Personal trust and agency accounts, managed assets | $9,893,676,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,984,784,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $743,056,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $4,371,980,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $21,464,528,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $2,613,383,000 | 19 |
| Other fiduciary accounts, managed assets | $1,164,054,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,231,540,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,280,846,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,194,736,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,641,187,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,012,820,000 | 27 |
| Other retirement accounts, non-managed assets | $386,529,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $469,012,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,336,000 | 51 |
| Other fiduciary accounts, non-managed assets | $1,541,226,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $407,169,394,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $136,974,000 | 45 |
| 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 | $59,938,243,000 | 23 |
| Managed Assets ($) | $44,126,809,000 | 15 |
| Personal trust and agency accounts, managed assets | $10,487,868,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,883,187,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $937,805,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $4,622,135,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $22,458,686,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $2,588,000,000 | 15 |
| Other fiduciary accounts, managed assets | $1,149,128,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,483,261,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,811,434,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,204,302,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,033,070,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,079,075,000 | 24 |
| Other retirement accounts, non-managed assets | $418,872,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $411,244,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,812,000 | 40 |
| Other fiduciary accounts, non-managed assets | $1,627,059,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $422,219,735,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $160,666,000 | 39 |
| 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 | $67,996,020,000 | 22 |
| Managed Assets ($) | $49,335,526,000 | 15 |
| Personal trust and agency accounts, managed assets | $12,108,776,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,183,353,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,118,443,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $5,280,828,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $24,546,046,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $2,900,813,000 | 15 |
| Other fiduciary accounts, managed assets | $1,197,267,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $5,133,243,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,660,494,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $1,407,603,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,326,072,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,317,867,000 | 24 |
| Other retirement accounts, non-managed assets | $460,589,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $411,451,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,666,000 | 41 |
| Other fiduciary accounts, non-managed assets | $1,694,246,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $446,783,385,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $192,234,000 | 36 |
| 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 | $71,415,757,000 | 22 |
| Managed Assets ($) | $51,645,634,000 | 15 |
| Personal trust and agency accounts, managed assets | $12,842,871,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,949,009,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,377,118,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $5,607,210,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $25,606,186,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $3,062,958,000 | 15 |
| Other fiduciary accounts, managed assets | $1,200,282,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $5,461,727,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $19,770,123,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $1,557,605,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,002,292,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,476,609,000 | 25 |
| Other retirement accounts, non-managed assets | $495,332,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $411,827,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,251,000 | 43 |
| Other fiduciary accounts, non-managed assets | $1,783,207,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $446,878,200,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $213,332,000 | 39 |
| 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 | $68,088,728,000 | 23 |
| Managed Assets ($) | $48,496,896,000 | 15 |
| Personal trust and agency accounts, managed assets | $11,833,052,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,985,360,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,563,035,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $5,311,880,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $23,760,824,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $2,881,731,000 | 15 |
| Other fiduciary accounts, managed assets | $1,161,014,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $5,168,519,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,591,832,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $1,373,850,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,287,656,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,184,882,000 | 24 |
| Other retirement accounts, non-managed assets | $516,237,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $407,804,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,322,000 | 40 |
| Other fiduciary accounts, non-managed assets | $1,781,081,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $439,837,321,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $213,462,000 | 33 |
| 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 | $67,663,401,000 | 24 |
| Managed Assets ($) | $48,476,560,000 | 16 |
| Personal trust and agency accounts, managed assets | $11,961,144,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,053,334,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,593,890,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $5,350,739,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $23,480,626,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $2,917,738,000 | 16 |
| Other fiduciary accounts, managed assets | $1,119,089,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $5,186,467,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,186,841,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $1,408,731,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,563,361,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,892,542,000 | 24 |
| Other retirement accounts, non-managed assets | $509,419,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $407,728,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,820,000 | 40 |
| Other fiduciary accounts, non-managed assets | $1,364,240,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $379,611,525,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $218,244,000 | 36 |
| 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 | $64,452,908,000 | 24 |
| Managed Assets ($) | $46,499,244,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,824,408,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,950,098,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,532,284,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $5,075,414,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $22,294,900,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $2,761,094,000 | 16 |
| Other fiduciary accounts, managed assets | $1,061,046,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,910,277,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,953,664,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $1,136,823,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,571,187,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,988,145,000 | 24 |
| Other retirement accounts, non-managed assets | $503,767,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $407,672,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,460,000 | 40 |
| Other fiduciary accounts, non-managed assets | $1,306,610,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $364,474,358,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $215,781,000 | 34 |
| 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 | $63,044,734,000 | 24 |
| Managed Assets ($) | $45,096,863,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,108,965,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,922,326,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,565,886,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $4,923,169,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $21,858,094,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $2,644,848,000 | 16 |
| Other fiduciary accounts, managed assets | $1,073,575,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,763,357,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $17,947,871,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $1,093,471,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,704,019,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,850,372,000 | 24 |
| Other retirement accounts, non-managed assets | $499,594,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $407,298,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,492,000 | 46 |
| Other fiduciary accounts, non-managed assets | $1,355,625,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $353,426,354,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $194,213,000 | 38 |
| 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 | $57,039,477,000 | 24 |
| Managed Assets ($) | $41,942,015,000 | 16 |
| Personal trust and agency accounts, managed assets | $10,253,765,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,538,549,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,610,228,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $4,497,551,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $19,727,197,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $2,283,673,000 | 16 |
| Other fiduciary accounts, managed assets | $1,031,052,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,268,050,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,097,462,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,058,290,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,595,454,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,338,951,000 | 24 |
| Other retirement accounts, non-managed assets | $393,105,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $406,876,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,108,000 | 83 |
| Other fiduciary accounts, non-managed assets | $1,300,678,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $335,453,949,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $174,584,000 | 38 |
| 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 | $54,175,421,000 | 24 |
| Managed Assets ($) | $39,946,554,000 | 16 |
| Personal trust and agency accounts, managed assets | $9,719,861,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,436,180,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,564,714,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $4,373,170,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $18,790,371,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $2,059,790,000 | 16 |
| Other fiduciary accounts, managed assets | $1,002,468,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,154,533,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,228,867,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $977,572,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,812,597,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,159,600,000 | 24 |
| Other retirement accounts, non-managed assets | $375,154,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $407,250,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,097,000 | 89 |
| Other fiduciary accounts, non-managed assets | $1,492,597,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $316,963,370,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $160,702,000 | 40 |
| 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 | $47,996,051,000 | 24 |
| Managed Assets ($) | $36,036,539,000 | 16 |
| Personal trust and agency accounts, managed assets | $8,650,488,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,426,845,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,537,067,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $3,600,387,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $16,990,273,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $1,845,102,000 | 16 |
| Other fiduciary accounts, managed assets | $986,377,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,395,128,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,959,512,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $867,034,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,361,056,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,796,309,000 | 26 |
| Other retirement accounts, non-managed assets | $350,878,000 | 32 |
| 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 | $3,584,000 | 89 |
| Other fiduciary accounts, non-managed assets | $1,580,651,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $296,184,031,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $146,922,000 | 42 |
| 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 | $55,642,234,000 | 24 |
| Managed Assets ($) | $40,581,506,000 | 16 |
| Personal trust and agency accounts, managed assets | $10,340,655,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,696,780,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,780,943,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $4,129,645,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $19,347,354,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $2,220,560,000 | 16 |
| Other fiduciary accounts, managed assets | $1,065,569,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,958,541,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $15,060,728,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $1,030,285,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,190,983,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,860,420,000 | 26 |
| Other retirement accounts, non-managed assets | $461,047,000 | 30 |
| 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 | $4,416,000 | 101 |
| Other fiduciary accounts, non-managed assets | $1,513,577,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $324,056,210,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $175,630,000 | 41 |
| 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 | $53,550,181,000 | 25 |
| Managed Assets ($) | $38,831,219,000 | 17 |
| Personal trust and agency accounts, managed assets | $10,009,175,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,689,769,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,738,603,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $3,864,384,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $18,425,259,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $2,067,308,000 | 17 |
| Other fiduciary accounts, managed assets | $1,036,721,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,569,239,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,718,962,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $982,463,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,960,231,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,860,398,000 | 28 |
| Other retirement accounts, non-managed assets | $437,319,000 | 30 |
| 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 | $4,157,000 | 91 |
| Other fiduciary accounts, non-managed assets | $1,474,394,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $311,285,633,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $171,538,000 | 38 |
| 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 | $52,718,451,000 | 23 |
| Managed Assets ($) | $38,280,945,000 | 15 |
| Personal trust and agency accounts, managed assets | $9,949,657,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,668,377,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,777,815,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $3,762,141,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $18,030,261,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $2,089,458,000 | 16 |
| Other fiduciary accounts, managed assets | $1,003,236,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,451,652,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,437,506,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $963,008,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,802,819,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,809,424,000 | 27 |
| Other retirement accounts, non-managed assets | $439,607,000 | 29 |
| 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 | $4,273,000 | 89 |
| Other fiduciary accounts, non-managed assets | $1,418,375,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $311,200,001,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $171,058,000 | 38 |
| 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 | $47,785,256,000 | 25 |
| Managed Assets ($) | $34,039,498,000 | 16 |
| Personal trust and agency accounts, managed assets | $8,899,179,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,470,317,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,168,926,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $3,448,845,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $16,051,201,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $2,028,423,000 | 16 |
| Other fiduciary accounts, managed assets | $972,607,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,155,961,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,745,758,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $848,483,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,301,073,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,850,476,000 | 27 |
| Other retirement accounts, non-managed assets | $415,046,000 | 30 |
| 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 | $4,231,000 | 90 |
| Other fiduciary accounts, non-managed assets | $1,326,449,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $309,089,864,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $156,093,000 | 36 |
| 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 | $43,876,379,000 | 25 |
| Managed Assets ($) | $31,433,822,000 | 16 |
| Personal trust and agency accounts, managed assets | $8,325,875,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,351,448,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,089,640,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $3,095,561,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $14,741,023,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,872,413,000 | 17 |
| Other fiduciary accounts, managed assets | $957,862,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,822,256,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $12,442,557,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $659,801,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,425,503,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,725,280,000 | 27 |
| Other retirement accounts, non-managed assets | $418,124,000 | 29 |
| 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 | $3,857,000 | 104 |
| Other fiduciary accounts, non-managed assets | $1,209,992,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $284,170,025,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $150,549,000 | 36 |
| 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 | $46,232,984,000 | 27 |
| Managed Assets ($) | $32,692,272,000 | 17 |
| Personal trust and agency accounts, managed assets | $8,797,955,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,645,000,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,126,279,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $3,268,521,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $14,879,975,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $1,981,616,000 | 17 |
| Other fiduciary accounts, managed assets | $992,926,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,079,694,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,540,712,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $792,807,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,152,767,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,919,497,000 | 27 |
| Other retirement accounts, non-managed assets | $433,422,000 | 28 |
| 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 | $4,263,000 | 93 |
| Other fiduciary accounts, non-managed assets | $1,237,956,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $300,708,095,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $169,480,000 | 35 |
| 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 | $44,472,490,000 | 28 |
| Managed Assets ($) | $31,605,887,000 | 17 |
| Personal trust and agency accounts, managed assets | $8,415,836,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,605,702,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,214,892,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $3,090,377,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $14,375,451,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $1,954,358,000 | 17 |
| Other fiduciary accounts, managed assets | $949,271,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,906,172,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,866,603,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $763,380,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,799,196,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,849,120,000 | 29 |
| Other retirement accounts, non-managed assets | $423,611,000 | 28 |
| 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 | $4,186,000 | 91 |
| Other fiduciary accounts, non-managed assets | $1,027,110,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $295,457,019,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $158,767,000 | 37 |
| 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 | $44,430,658,000 | 28 |
| Managed Assets ($) | $31,309,754,000 | 17 |
| Personal trust and agency accounts, managed assets | $8,435,990,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,598,426,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,275,346,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,986,954,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $14,089,647,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $2,030,867,000 | 16 |
| Other fiduciary accounts, managed assets | $892,524,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,814,054,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,120,904,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $751,373,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,619,280,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,874,066,000 | 28 |
| Other retirement accounts, non-managed assets | $426,775,000 | 29 |
| 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 | $4,161,000 | 88 |
| Other fiduciary accounts, non-managed assets | $1,445,249,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $290,560,955,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $154,389,000 | 40 |
| 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 | $44,867,919,000 | 28 |
| Managed Assets ($) | $30,157,127,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,307,441,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $785,524,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,308,790,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,816,076,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $12,248,667,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $3,716,415,000 | 11 |
| Other fiduciary accounts, managed assets | $974,214,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,816,076,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,444,000 | 39 |
| Non-managed Assets ($) | $14,710,792,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,068,046,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,647,704,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,919,505,000 | 29 |
| Other retirement accounts, non-managed assets | $209,949,000 | 40 |
| 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 | $259,455,000 | 20 |
| Other fiduciary accounts, non-managed assets | $1,606,133,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $290,060,608,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $162,461,000 | 41 |
| 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 | $42,981,982,000 | 28 |
| Managed Assets ($) | $29,223,006,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,244,631,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $794,470,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,275,209,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,714,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $11,852,499,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $3,500,479,000 | 11 |
| Other fiduciary accounts, managed assets | $841,718,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,714,000,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,758,976,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $1,003,397,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,285,265,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,852,235,000 | 29 |
| Other retirement accounts, non-managed assets | $211,343,000 | 37 |
| 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 | $285,038,000 | 21 |
| Other fiduciary accounts, non-managed assets | $1,121,698,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $278,884,979,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $166,026,000 | 38 |
| 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 | $41,337,462,000 | 27 |
| Managed Assets ($) | $28,185,304,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,047,865,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $728,420,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,237,166,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,637,174,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $11,467,267,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $3,475,049,000 | 12 |
| Other fiduciary accounts, managed assets | $592,363,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,637,174,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,152,158,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $1,087,010,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,678,273,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,791,545,000 | 29 |
| Other retirement accounts, non-managed assets | $173,068,000 | 42 |
| 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 | $289,150,000 | 20 |
| Other fiduciary accounts, non-managed assets | $1,133,112,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $262,945,797,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $172,002,000 | 38 |
| 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 | $40,889,239,000 | 28 |
| Managed Assets ($) | $27,860,881,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,254,623,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $729,450,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $1,215,490,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,546,446,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $11,189,578,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $3,405,876,000 | 12 |
| Other fiduciary accounts, managed assets | $519,418,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,546,446,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,028,358,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $1,125,412,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,525,488,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,783,620,000 | 29 |
| Other retirement accounts, non-managed assets | $180,910,000 | 40 |
| 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 | $292,886,000 | 20 |
| Other fiduciary accounts, non-managed assets | $1,120,042,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $256,976,779,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $176,604,000 | 36 |
| 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 | $39,540,051,000 | 27 |
| Managed Assets ($) | $26,822,551,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,077,420,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $705,787,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,211,807,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,448,352,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $10,751,760,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $3,318,295,000 | 12 |
| Other fiduciary accounts, managed assets | $309,130,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,448,352,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $4,594,000 | 41 |
| Non-managed Assets ($) | $12,717,500,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,102,576,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,139,304,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,730,528,000 | 29 |
| Other retirement accounts, non-managed assets | $191,149,000 | 39 |
| 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 | $279,565,000 | 19 |
| Other fiduciary accounts, non-managed assets | $1,274,378,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $251,084,127,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $187,091,000 | 37 |
| 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 | $39,010,103,000 | 28 |
| Managed Assets ($) | $26,660,047,000 | 20 |
| Personal trust and agency accounts, managed assets | $8,018,092,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $688,082,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,250,556,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,412,460,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $10,585,906,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $3,386,049,000 | 11 |
| Other fiduciary accounts, managed assets | $318,902,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,412,460,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,350,056,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $1,151,506,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,371,924,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,149,005,000 | 25 |
| Other retirement accounts, non-managed assets | $191,954,000 | 37 |
| 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 | $277,104,000 | 19 |
| Other fiduciary accounts, non-managed assets | $1,208,563,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $249,486,395,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $191,954,000 | 33 |
| 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 | $38,158,987,000 | 26 |
| Managed Assets ($) | $26,116,700,000 | 20 |
| Personal trust and agency accounts, managed assets | $18,261,535,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $653,336,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,203,127,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,499,831,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $839,186,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | $2,439,744,000 | 12 |
| Other fiduciary accounts, managed assets | $219,941,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,329,302,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,042,287,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $1,453,251,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,036,220,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,205,718,000 | 25 |
| Other retirement accounts, non-managed assets | $396,355,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $950,578,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $242,843,318,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $184,523,000 | 34 |
| 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 | $37,723,845,000 | 26 |
| Managed Assets ($) | $25,939,150,000 | 20 |
| Personal trust and agency accounts, managed assets | $18,304,465,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $652,232,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,163,084,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,441,626,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $830,309,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | $2,327,013,000 | 12 |
| Other fiduciary accounts, managed assets | $220,421,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,267,332,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,784,695,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $1,383,869,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,988,730,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,140,845,000 | 25 |
| Other retirement accounts, non-managed assets | $386,659,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $884,427,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $241,085,858,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $181,335,000 | 35 |
| 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 | $37,582,764,000 | 24 |
| Managed Assets ($) | $25,861,991,000 | 20 |
| Personal trust and agency accounts, managed assets | $18,199,219,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $627,435,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,051,398,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,455,810,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $879,617,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $2,427,448,000 | 12 |
| Other fiduciary accounts, managed assets | $221,064,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,267,523,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $5,436,000 | 45 |
| Non-managed Assets ($) | $11,720,773,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,531,891,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,865,731,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,122,770,000 | 25 |
| Other retirement accounts, non-managed assets | $384,208,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 188 |
| Investment management and advisory agency accounts, non-managed assets | $3,918,000 | 197 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $812,090,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $235,611,770,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $181,341,000 | 37 |
| 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 | $36,728,636,000 | 25 |
| Managed Assets ($) | $25,146,862,000 | 20 |
| Personal trust and agency accounts, managed assets | $17,742,205,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $604,926,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,030,303,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,367,551,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $775,764,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $2,328,213,000 | 12 |
| Other fiduciary accounts, managed assets | $297,900,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,174,196,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,581,774,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $1,571,611,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,675,586,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,107,923,000 | 24 |
| Other retirement accounts, non-managed assets | $356,442,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $4,043,000 | 129 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $866,004,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $238,647,725,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $181,074,000 | 36 |
| 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 | $38,417,163,000 | 23 |
| Managed Assets ($) | $26,755,323,000 | 19 |
| Personal trust and agency accounts, managed assets | $18,705,874,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $847,445,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,170,316,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,444,860,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $846,062,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $2,433,918,000 | 13 |
| Other fiduciary accounts, managed assets | $306,848,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,219,281,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,661,840,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $1,501,257,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,290,411,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,675,313,000 | 26 |
| Other retirement accounts, non-managed assets | $371,803,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $4,373,000 | 127 |
| Foundation and endowment trust and agency accounts, non-managed assets | $182,000 | 139 |
| Other fiduciary accounts, non-managed assets | $818,336,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $246,235,164,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $204,945,000 | 36 |
| 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 | $38,357,171,000 | 24 |
| Managed Assets ($) | $27,123,797,000 | 18 |
| Personal trust and agency accounts, managed assets | $19,277,088,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $648,538,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,170,316,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $2,444,178,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $840,957,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | $2,438,645,000 | 13 |
| Other fiduciary accounts, managed assets | $304,075,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,218,599,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,233,374,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,703,379,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,659,823,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,675,313,000 | 26 |
| Other retirement accounts, non-managed assets | $371,803,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $4,373,000 | 129 |
| Foundation and endowment trust and agency accounts, non-managed assets | $182,000 | 140 |
| Other fiduciary accounts, non-managed assets | $818,336,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $247,268,941,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $204,945,000 | 38 |
| 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 | $38,092,204,000 | 24 |
| Managed Assets ($) | $26,871,075,000 | 18 |
| Personal trust and agency accounts, managed assets | $19,187,955,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $635,510,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,179,274,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $2,371,412,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $832,882,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $2,366,153,000 | 13 |
| Other fiduciary accounts, managed assets | $297,889,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,153,407,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $4,966,000 | 49 |
| Non-managed Assets ($) | $11,221,129,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,818,463,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,558,251,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,656,196,000 | 26 |
| Other retirement accounts, non-managed assets | $381,648,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 189 |
| Investment management and advisory agency accounts, non-managed assets | $4,322,000 | 176 |
| Foundation and endowment trust and agency accounts, non-managed assets | $179,000 | 185 |
| Other fiduciary accounts, non-managed assets | $801,905,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $246,920,645,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $207,059,000 | 40 |
| 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 | $40,987,030,000 | 23 |
| Managed Assets ($) | $26,455,282,000 | 17 |
| Personal trust and agency accounts, managed assets | $9,679,909,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $590,882,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,284,670,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,482,678,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $10,009,889,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,747,850,000 | 15 |
| Other fiduciary accounts, managed assets | $659,404,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,118,331,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,531,748,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $1,903,708,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,380,818,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,740,815,000 | 22 |
| Other retirement accounts, non-managed assets | $2,291,477,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | $178,725,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,702,000 | 73 |
| Other fiduciary accounts, non-managed assets | $24,338,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $239,625,913,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $208,294,000 | 37 |
| 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 | $41,469,694,000 | 23 |
| Managed Assets ($) | $26,522,415,000 | 17 |
| Personal trust and agency accounts, managed assets | $9,746,108,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $599,903,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,317,649,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,470,307,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $10,017,507,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,758,109,000 | 15 |
| Other fiduciary accounts, managed assets | $612,832,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,097,033,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,947,279,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,869,279,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,443,313,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,695,796,000 | 22 |
| Other retirement accounts, non-managed assets | $2,354,560,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $259,302,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,661,000 | 72 |
| Other fiduciary accounts, non-managed assets | $313,203,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $240,338,560,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $215,053,000 | 37 |
| 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 | $40,151,045,000 | 24 |
| Managed Assets ($) | $25,714,536,000 | 20 |
| Personal trust and agency accounts, managed assets | $9,458,851,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $583,698,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,283,983,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,416,009,000 | 17 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $9,723,084,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,737,762,000 | 15 |
| Other fiduciary accounts, managed assets | $511,149,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,993,878,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,436,509,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $1,986,709,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,247,660,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,625,248,000 | 23 |
| Other retirement accounts, non-managed assets | $2,259,518,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $63,546,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,461,000 | 55 |
| Other fiduciary accounts, non-managed assets | $232,202,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $239,950,244,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $214,908,000 | 36 |
| 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 | $39,372,529,000 | 24 |
| Managed Assets ($) | $25,247,175,000 | 20 |
| Personal trust and agency accounts, managed assets | $9,568,973,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $616,988,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,141,376,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,292,766,000 | 17 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $9,481,055,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,714,310,000 | 15 |
| Other fiduciary accounts, managed assets | $431,706,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,928,230,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $9,452,000 | 48 |
| Non-managed Assets ($) | $14,125,354,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,763,308,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,066,922,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,705,456,000 | 22 |
| Other retirement accounts, non-managed assets | $2,241,885,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 193 |
| Investment management and advisory agency accounts, non-managed assets | $94,555,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,278,000 | 55 |
| Other fiduciary accounts, non-managed assets | $230,784,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $240,024,096,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $226,143,000 | 39 |
| 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 | $37,899,687,000 | 25 |
| Managed Assets ($) | $24,613,923,000 | 21 |
| Personal trust and agency accounts, managed assets | $9,404,646,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $578,263,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,134,997,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $2,170,931,000 | 17 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $9,267,627,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,615,832,000 | 14 |
| Other fiduciary accounts, managed assets | $441,627,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,822,875,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,285,764,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,716,006,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,853,383,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,471,847,000 | 22 |
| Other retirement accounts, non-managed assets | $1,863,440,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $26,814,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,388,000 | 52 |
| Other fiduciary accounts, non-managed assets | $331,722,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $259,058,271,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $198,932,000 | 38 |
| 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 | $37,445,264,000 | 24 |
| Managed Assets ($) | $23,739,592,000 | 21 |
| Personal trust and agency accounts, managed assets | $9,139,161,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $568,215,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,078,220,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,069,443,000 | 17 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $8,928,566,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,542,701,000 | 14 |
| Other fiduciary accounts, managed assets | $413,285,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,721,270,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,705,672,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,694,643,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,753,403,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,327,061,000 | 21 |
| Other retirement accounts, non-managed assets | $1,796,951,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $844,899,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,582,000 | 98 |
| Other fiduciary accounts, non-managed assets | $285,969,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $253,667,529,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $205,191,000 | 40 |
| 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 | $38,762,428,000 | 23 |
| Managed Assets ($) | $23,954,010,000 | 21 |
| Personal trust and agency accounts, managed assets | $9,271,613,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $587,870,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,093,122,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $2,022,859,000 | 17 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $9,100,867,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $1,487,723,000 | 14 |
| Other fiduciary accounts, managed assets | $389,956,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,693,910,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,808,418,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,784,873,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,845,761,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,400,270,000 | 21 |
| Other retirement accounts, non-managed assets | $1,825,063,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $1,861,682,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,604,000 | 99 |
| Other fiduciary accounts, non-managed assets | $88,000,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $257,853,856,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $209,617,000 | 38 |
| 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 | $36,595,590,000 | 23 |
| Managed Assets ($) | $22,223,349,000 | 21 |
| Personal trust and agency accounts, managed assets | $8,767,538,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $312,650,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $1,088,614,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $1,781,616,000 | 17 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $8,520,027,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $1,398,693,000 | 15 |
| Other fiduciary accounts, managed assets | $354,211,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,559,846,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $12,925,000 | 51 |
| Non-managed Assets ($) | $14,372,241,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $1,739,118,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,693,527,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,224,631,000 | 21 |
| Other retirement accounts, non-managed assets | $1,785,756,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 203 |
| Investment management and advisory agency accounts, non-managed assets | $1,849,923,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,058,000 | 53 |
| Other fiduciary accounts, non-managed assets | $61,063,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $249,710,414,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $214,147,000 | 38 |
| 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 | $36,310,044,000 | 22 |
| Managed Assets ($) | $21,870,602,000 | 21 |
| Personal trust and agency accounts, managed assets | $8,607,259,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $446,887,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $1,115,658,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $1,696,666,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $8,332,365,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,311,642,000 | 16 |
| Other fiduciary accounts, managed assets | $360,125,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,535,637,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,439,442,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $1,828,373,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,848,811,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,063,540,000 | 22 |
| Other retirement accounts, non-managed assets | $1,779,415,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $1,777,407,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,692,000 | 93 |
| Other fiduciary accounts, non-managed assets | $139,039,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $241,812,423,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $208,957,000 | 35 |
| 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 | $35,219,104,000 | 22 |
| Managed Assets ($) | $21,207,297,000 | 20 |
| Personal trust and agency accounts, managed assets | $8,439,930,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $443,102,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $1,084,577,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $1,604,174,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $8,063,572,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,223,143,000 | 15 |
| Other fiduciary accounts, managed assets | $348,799,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,445,544,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,011,807,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $1,842,275,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,654,929,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,771,505,000 | 23 |
| Other retirement accounts, non-managed assets | $1,896,622,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $1,735,772,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,182,000 | 94 |
| Other fiduciary accounts, non-managed assets | $108,357,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $234,746,641,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $204,367,000 | 35 |
| 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 | $35,508,723,000 | 21 |
| Managed Assets ($) | $21,098,539,000 | 20 |
| Personal trust and agency accounts, managed assets | $8,467,590,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $339,249,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $1,057,790,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $1,602,190,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $8,095,585,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,216,115,000 | 17 |
| Other fiduciary accounts, managed assets | $320,020,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,435,961,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,410,184,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $2,022,914,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,859,937,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,449,694,000 | 24 |
| Other retirement accounts, non-managed assets | $1,940,699,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $1,993,485,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,595,000 | 91 |
| Other fiduciary accounts, non-managed assets | $140,695,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $238,724,885,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $216,584,000 | 34 |
| 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 | $33,284,405,000 | 24 |
| Managed Assets ($) | $20,013,437,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,176,985,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $279,162,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $982,974,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,481,653,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $7,619,758,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,156,853,000 | 15 |
| Other fiduciary accounts, managed assets | $316,052,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,330,460,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,042,176,000 | 20 |
| Non-managed Assets ($) | $13,270,968,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $1,993,714,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,434,743,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,150,092,000 | 24 |
| Other retirement accounts, non-managed assets | $1,795,400,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 214 |
| Investment management and advisory agency accounts, non-managed assets | $1,796,269,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,418,000 | 105 |
| Other fiduciary accounts, non-managed assets | $98,167,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $228,508,668,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $214,232,000 | 35 |
| 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 | $31,977,560,000 | 27 |
| Managed Assets ($) | $19,262,894,000 | 20 |
| Personal trust and agency accounts, managed assets | $7,643,271,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $260,225,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $920,053,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,442,845,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $7,468,474,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,163,499,000 | 15 |
| Other fiduciary accounts, managed assets | $364,527,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,280,760,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,714,666,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $1,847,943,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,297,059,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,134,490,000 | 25 |
| Other retirement accounts, non-managed assets | $1,550,394,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $1,754,128,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,221,000 | 91 |
| Other fiduciary accounts, non-managed assets | $128,266,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,087,808,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $205,665,000 | 32 |
| 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 | $34,383,694,000 | 26 |
| Managed Assets ($) | $21,035,313,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,592,865,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,713,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $995,882,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,550,844,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $8,024,653,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,305,257,000 | 14 |
| Other fiduciary accounts, managed assets | $357,099,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,391,109,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,348,381,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $2,048,519,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,977,472,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,302,215,000 | 25 |
| Other retirement accounts, non-managed assets | $1,228,642,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | $1,686,679,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,383,000 | 88 |
| Other fiduciary accounts, non-managed assets | $102,306,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,145,134,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $231,331,000 | 30 |
| 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 | $34,099,683,000 | 26 |
| Managed Assets ($) | $21,310,674,000 | 20 |
| Personal trust and agency accounts, managed assets | $8,550,188,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $400,039,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $991,846,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,536,662,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $8,149,003,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,342,379,000 | 14 |
| Other fiduciary accounts, managed assets | $340,557,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,373,238,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,789,009,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $2,016,987,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,751,652,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,295,870,000 | 25 |
| Other retirement accounts, non-managed assets | $1,232,890,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 124 |
| Investment management and advisory agency accounts, non-managed assets | $1,414,343,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,621,000 | 86 |
| Other fiduciary accounts, non-managed assets | $74,481,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $219,123,593,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $235,190,000 | 29 |
| 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 | $33,457,736,000 | 27 |
| Managed Assets ($) | $20,904,808,000 | 21 |
| Personal trust and agency accounts, managed assets | $8,615,515,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $371,143,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $960,650,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $1,519,716,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $7,802,463,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,338,915,000 | 14 |
| Other fiduciary accounts, managed assets | $296,406,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,344,275,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,276,007,000 | 18 |
| Non-managed Assets ($) | $12,552,928,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $2,060,399,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,433,721,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,464,518,000 | 24 |
| Other retirement accounts, non-managed assets | $1,221,523,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 236 |
| Investment management and advisory agency accounts, non-managed assets | $1,224,135,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,221,000 | 108 |
| Other fiduciary accounts, non-managed assets | $146,246,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $212,673,547,000 | 10 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $234,957,000 | 32 |
| 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 | $31,818,447,000 | 27 |
| Managed Assets ($) | $20,096,804,000 | 21 |
| Personal trust and agency accounts, managed assets | $8,395,894,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $358,608,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $913,999,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $1,477,621,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $7,343,643,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,322,275,000 | 13 |
| Other fiduciary accounts, managed assets | $284,764,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $1,287,042,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,721,643,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $1,881,883,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,084,400,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,385,761,000 | 25 |
| Other retirement accounts, non-managed assets | $1,181,234,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | $1,106,456,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,095,000 | 90 |
| Other fiduciary accounts, non-managed assets | $79,649,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $131,529,475,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $224,199,000 | 31 |
| 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 | $30,631,429,000 | 28 |
| Managed Assets ($) | $18,874,700,000 | 21 |
| Personal trust and agency accounts, managed assets | $7,837,694,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $335,545,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $938,864,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,397,087,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $6,806,340,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $1,261,877,000 | 11 |
| Other fiduciary accounts, managed assets | $297,293,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $1,199,075,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,756,729,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,747,564,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,354,545,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,187,220,000 | 25 |
| Other retirement accounts, non-managed assets | $1,227,662,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | $1,101,249,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,997,000 | 91 |
| Other fiduciary accounts, non-managed assets | $136,327,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,647,219,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $230,098,000 | 28 |
| 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 | $32,124,622,000 | 28 |
| Managed Assets ($) | $19,744,934,000 | 21 |
| Personal trust and agency accounts, managed assets | $8,161,829,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $406,616,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $979,901,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,520,647,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $7,016,156,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $1,356,260,000 | 13 |
| Other fiduciary accounts, managed assets | $303,525,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $1,270,628,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,379,688,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $2,100,578,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,661,453,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,297,675,000 | 25 |
| Other retirement accounts, non-managed assets | $1,317,495,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $942,842,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,190,000 | 94 |
| Other fiduciary accounts, non-managed assets | $57,290,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $133,563,696,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $249,312,000 | 27 |
| 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 | $31,395,514,000 | 29 |
| Managed Assets ($) | $19,577,640,000 | 22 |
| Personal trust and agency accounts, managed assets | $8,009,432,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $403,425,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $913,473,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $1,558,234,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $6,992,725,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $1,362,709,000 | 14 |
| Other fiduciary accounts, managed assets | $337,642,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $1,228,306,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,824,702,000 | 17 |
| Non-managed Assets ($) | $11,817,874,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $2,111,307,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,323,351,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,116,688,000 | 26 |
| Other retirement accounts, non-managed assets | $1,293,313,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 255 |
| Investment management and advisory agency accounts, non-managed assets | $837,891,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $85,316,000 | 26 |
| Other fiduciary accounts, non-managed assets | $49,843,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $132,489,331,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $248,034,000 | 32 |
| 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 | $32,840,725,000 | 30 |
| Managed Assets ($) | $20,071,493,000 | 22 |
| Personal trust and agency accounts, managed assets | $7,928,128,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $382,916,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $968,902,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $1,666,428,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $8,900,597,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $224,522,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,769,232,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $3,337,628,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,914,547,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,859,998,000 | 26 |
| Other retirement accounts, non-managed assets | $2,645,007,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $165,000 | 133 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $11,887,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $127,953,732,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $17,299,361,000 | 37 |
| Managed Assets ($) | $9,879,367,000 | 32 |
| Personal trust and agency accounts, managed assets | $4,611,476,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,419,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $376,812,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $803,684,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $3,968,458,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $42,518,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,419,994,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,422,129,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,910,505,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,118,704,000 | 28 |
| Other retirement accounts, non-managed assets | $1,968,656,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,025,753,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $16,076,594,000 | 39 |
| Managed Assets ($) | $9,206,703,000 | 34 |
| Personal trust and agency accounts, managed assets | $4,305,593,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,414,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $355,036,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $765,607,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $3,666,178,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,875,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,869,891,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,319,409,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,649,437,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $982,617,000 | 29 |
| Other retirement accounts, non-managed assets | $1,918,428,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,622,611,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $17,437,997,000 | 39 |
| Managed Assets ($) | $10,021,610,000 | 33 |
| Personal trust and agency accounts, managed assets | $4,492,706,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,947,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $447,474,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $810,034,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $4,148,362,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $46,087,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,416,387,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,477,211,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,811,516,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,125,191,000 | 30 |
| Other retirement accounts, non-managed assets | $2,002,469,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $115,192,335,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $20,905,712,000 | 37 |
| Managed Assets ($) | $12,595,770,000 | 28 |
| Personal trust and agency accounts, managed assets | $5,455,095,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,936,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $544,129,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $985,935,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $5,475,743,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $48,932,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,309,942,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,684,274,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,344,098,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,284,894,000 | 29 |
| Other retirement accounts, non-managed assets | $1,996,676,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $124,963,723,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| 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 | $21,740,902,000 | 40 |
| Managed Assets ($) | $12,945,564,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,285,579,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $90,691,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $665,630,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $1,042,939,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $5,807,757,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,968,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,795,338,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,887,208,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,492,439,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,391,430,000 | 32 |
| Other retirement accounts, non-managed assets | $2,024,261,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $133,401,722,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| 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 | $22,339,043,000 | 37 |
| Managed Assets ($) | $13,182,744,000 | 30 |
| Personal trust and agency accounts, managed assets | $5,343,746,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,179,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $639,499,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $1,060,518,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $6,012,809,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,993,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,156,299,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $2,166,933,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,583,879,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,393,124,000 | 32 |
| Other retirement accounts, non-managed assets | $2,012,363,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $136,622,860,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| 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 | $23,502,372,000 | 38 |
| Managed Assets ($) | $13,855,307,000 | 31 |
| Personal trust and agency accounts, managed assets | $5,730,426,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,868,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $702,523,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $1,117,856,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $6,181,964,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $46,670,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,647,065,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $2,294,308,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,861,946,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,479,706,000 | 32 |
| Other retirement accounts, non-managed assets | $2,011,105,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,619,783,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| 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 | $23,915,186,000 | 38 |
| Managed Assets ($) | $14,225,559,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,991,168,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,836,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $719,062,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $1,121,122,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $6,269,362,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,009,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,689,627,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $2,380,332,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,845,065,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,478,723,000 | 32 |
| Other retirement accounts, non-managed assets | $1,985,507,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $152,306,245,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| 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 | $23,487,738,000 | 39 |
| Managed Assets ($) | $13,911,301,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,982,930,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,667,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $722,676,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $1,056,056,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $6,022,946,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $54,026,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,576,437,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $2,288,242,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,871,273,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,521,215,000 | 34 |
| Other retirement accounts, non-managed assets | $1,895,707,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $154,118,003,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $23,406,925,000 | 38 |
| Managed Assets ($) | $14,310,720,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,856,709,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,191,000 | 104 |
| Employee benefit-defined benefit accounts, managed assets | $963,305,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $1,551,814,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $5,816,579,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $48,122,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,096,205,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $2,198,551,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,574,331,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,457,815,000 | 34 |
| Other retirement accounts, non-managed assets | $1,865,508,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $147,747,607,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| 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 | $23,279,876,000 | 37 |
| Managed Assets ($) | $14,278,793,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,844,112,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,764,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $966,099,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $1,541,292,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $5,804,567,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $49,959,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,001,083,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $2,217,521,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,471,681,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,443,315,000 | 35 |
| Other retirement accounts, non-managed assets | $1,868,566,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $144,347,237,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $22,792,060,000 | 39 |
| Managed Assets ($) | $13,719,643,000 | 33 |
| Personal trust and agency accounts, managed assets | $5,670,348,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,034,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $1,015,651,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $1,309,604,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $5,607,875,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $42,131,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,072,417,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $2,035,617,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,385,362,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,420,418,000 | 34 |
| Other retirement accounts, non-managed assets | $2,231,020,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $140,840,459,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $22,172,724,000 | 39 |
| Managed Assets ($) | $13,442,070,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,416,795,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,063,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $901,531,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $1,277,032,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $5,716,023,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $62,626,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,730,654,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $1,961,416,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,268,177,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,377,072,000 | 37 |
| Other retirement accounts, non-managed assets | $2,123,989,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $131,011,089,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $23,078,624,000 | 36 |
| Managed Assets ($) | $13,916,835,000 | 31 |
| Personal trust and agency accounts, managed assets | $5,408,787,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,309,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $954,335,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $1,455,999,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $5,956,050,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $66,355,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,161,789,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $2,122,014,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,286,248,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,644,076,000 | 34 |
| Other retirement accounts, non-managed assets | $2,109,321,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $130,000 | 167 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $130,046,191,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $22,914,512,000 | 37 |
| Managed Assets ($) | $14,244,944,000 | 31 |
| Personal trust and agency accounts, managed assets | $5,536,553,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,585,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $765,408,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $1,451,648,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $6,166,434,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $166,316,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,669,568,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $1,901,214,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,986,275,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,498,835,000 | 37 |
| Other retirement accounts, non-managed assets | $2,277,240,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $15,000 | 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 | $5,989,000 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $125,207,025,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $22,965,920,000 | 37 |
| Managed Assets ($) | $14,953,764,000 | 31 |
| Personal trust and agency accounts, managed assets | $5,797,813,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $365,512,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $718,575,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $1,027,182,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $6,965,652,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $79,030,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,012,156,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $1,685,157,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,804,623,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,441,164,000 | 37 |
| Other retirement accounts, non-managed assets | $2,081,004,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $208,000 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $119,737,462,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| 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 | $22,554,520,000 | 37 |
| Managed Assets ($) | $14,942,560,000 | 30 |
| Personal trust and agency accounts, managed assets | $5,555,760,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $351,807,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $823,454,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $1,562,143,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $6,471,584,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $177,812,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,611,960,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $1,577,129,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,690,731,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,375,776,000 | 35 |
| Other retirement accounts, non-managed assets | $1,968,114,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $210,000 | 165 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $119,506,026,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| 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 | $22,852,476,000 | 40 |
| Managed Assets ($) | $16,203,250,000 | 30 |
| Personal trust and agency accounts, managed assets | $5,689,440,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $934,432,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $825,520,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $2,185,787,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $6,377,392,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $190,679,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,649,226,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $1,525,021,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,053,546,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,373,550,000 | 36 |
| Other retirement accounts, non-managed assets | $1,696,967,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $142,000 | 164 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,139,893,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| 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 | $24,745,081,000 | 41 |
| Managed Assets ($) | $18,090,361,000 | 28 |
| Personal trust and agency accounts, managed assets | $5,790,736,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $989,216,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $809,961,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $2,211,615,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $8,077,528,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $211,305,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,654,720,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $1,551,515,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,113,324,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,320,282,000 | 35 |
| Other retirement accounts, non-managed assets | $1,669,488,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $111,000 | 302 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,395,424,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $24,127,034,000 | 39 |
| Managed Assets ($) | $18,146,080,000 | 27 |
| Personal trust and agency accounts, managed assets | $5,873,588,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,380,176,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $971,932,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $4,060,986,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $5,207,761,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $651,637,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,980,954,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $1,519,046,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,814,949,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $874,488,000 | 42 |
| Other retirement accounts, non-managed assets | $1,685,361,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $87,110,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,122,682,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $25,075,246,000 | 39 |
| Managed Assets ($) | $18,974,212,000 | 27 |
| Personal trust and agency accounts, managed assets | $6,023,371,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,439,982,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $995,331,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $4,036,622,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $5,748,464,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $730,442,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,101,034,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $1,585,046,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,861,274,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,076,295,000 | 39 |
| Other retirement accounts, non-managed assets | $1,578,138,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $281,000 | 162 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,297,712,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $24,555,964,000 | 39 |
| Managed Assets ($) | $18,586,787,000 | 27 |
| Personal trust and agency accounts, managed assets | $6,013,545,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,295,965,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $1,013,118,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $3,887,656,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $5,694,744,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $681,759,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,969,177,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $1,515,046,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,889,717,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,107,324,000 | 38 |
| Other retirement accounts, non-managed assets | $1,404,565,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $11,978,000 | 113 |
| 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 | $40,547,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,404,786,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $35,346,697,000 | 35 |
| Managed Assets ($) | $18,206,821,000 | 27 |
| Personal trust and agency accounts, managed assets | $6,237,557,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,305,235,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $969,753,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $3,463,343,000 | 5 |
| Corporate trust and agency accounts, managed assets | $113,303,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $5,468,178,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $649,452,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,139,876,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $1,668,774,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,931,000,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,166,613,000 | 38 |
| Other retirement accounts, non-managed assets | $1,237,235,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $11,090,819,000 | 18 |
| 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 | $45,435,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,961,135,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $34,084,593,000 | 35 |
| Managed Assets ($) | $17,460,408,000 | 27 |
| Personal trust and agency accounts, managed assets | $5,934,967,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,223,215,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $881,890,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $3,304,349,000 | 6 |
| Corporate trust and agency accounts, managed assets | $209,105,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $5,079,522,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $827,360,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,624,185,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $1,458,378,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,736,855,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,321,107,000 | 36 |
| Other retirement accounts, non-managed assets | $1,181,071,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $10,881,472,000 | 17 |
| 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 | $45,302,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,273,864,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $33,313,357,000 | 34 |
| Managed Assets ($) | $17,266,987,000 | 27 |
| Personal trust and agency accounts, managed assets | $5,842,815,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,239,143,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $889,884,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $2,468,890,000 | 10 |
| Corporate trust and agency accounts, managed assets | $300,126,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $5,653,513,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $872,616,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,046,370,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $1,864,449,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,640,939,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,272,238,000 | 35 |
| Other retirement accounts, non-managed assets | $781,408,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $10,441,935,000 | 19 |
| 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 | $45,401,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,183,620,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $31,262,839,000 | 32 |
| Managed Assets ($) | $15,666,389,000 | 27 |
| Personal trust and agency accounts, managed assets | $5,389,271,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,105,051,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $801,998,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $2,057,767,000 | 11 |
| Corporate trust and agency accounts, managed assets | $276,304,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $5,144,961,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $891,037,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,596,450,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $1,671,623,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,438,064,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,177,294,000 | 35 |
| Other retirement accounts, non-managed assets | $813,161,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $10,496,308,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $120,467,405,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| 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 | $29,692,401,000 | 33 |
| Managed Assets ($) | $14,536,830,000 | 28 |
| Personal trust and agency accounts, managed assets | $5,446,000,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,044,350,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $740,975,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $1,774,211,000 | 13 |
| Corporate trust and agency accounts, managed assets | $170,502,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $4,856,087,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $504,705,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,155,571,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $1,711,479,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,374,287,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,154,251,000 | 39 |
| Other retirement accounts, non-managed assets | $637,538,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $10,278,016,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $119,258,982,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| 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 | $26,970,269,000 | 38 |
| Managed Assets ($) | $14,507,011,000 | 31 |
| Personal trust and agency accounts, managed assets | $6,149,513,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $246,268,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $833,850,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $1,231,074,000 | 19 |
| Corporate trust and agency accounts, managed assets | $150,915,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $5,530,063,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $365,328,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,463,258,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $1,224,489,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $395,958,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $816,414,000 | 41 |
| Other retirement accounts, non-managed assets | $590,981,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $9,435,416,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,274,348,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |