Home > MUFG Union Bank > Total Fiduciary and Related Assets
MUFG Union Bank, Total Fiduciary and Related Assets
| 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 | $14,896,947,000 | 67 |
| Managed Assets ($) | $10,125,327,000 | 50 |
| Personal trust and agency accounts, managed assets | $2,367,648,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $451,846,000 | 69 |
| Corporate trust and agency accounts, managed assets | $27,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $6,222,290,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,083,516,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $451,801,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,771,620,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $60,764,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $9,579,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $4,689,070,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,207,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,171,877,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,579,000 | 184 |
| 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 | $14,568,440,000 | 63 |
| Managed Assets ($) | $9,650,414,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,329,182,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 385 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $441,211,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $5,832,770,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,047,251,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $441,167,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $4,918,026,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $60,309,000 | 166 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $9,339,000 | 241 |
| Corporate trust and agency accounts, non-managed assets | $4,836,555,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,823,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,276,381,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,339,000 | 284 |
| 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 | $15,173,065,000 | 62 |
| Managed Assets ($) | $9,324,229,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,249,575,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $433,148,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,640,284,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,001,222,000 | 37 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $433,105,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,848,836,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $59,247,000 | 140 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $9,476,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $5,769,099,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,014,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,661,471,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,476,000 | 183 |
| 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 | $15,209,624,000 | 50 |
| Managed Assets ($) | $9,477,750,000 | 43 |
| Personal trust and agency accounts, managed assets | $2,387,350,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $456,097,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $5,573,432,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,060,871,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $456,052,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,731,874,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $61,464,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $10,855,000 | 171 |
| Corporate trust and agency accounts, non-managed assets | $5,647,760,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,795,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,975,153,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,855,000 | 192 |
| 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 | $15,486,541,000 | 52 |
| Managed Assets ($) | $10,328,956,000 | 43 |
| Personal trust and agency accounts, managed assets | $2,717,591,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,000 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $509,042,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $5,923,148,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $1,179,174,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $508,993,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,157,585,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $53,206,000 | 125 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $11,672,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $5,079,701,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,006,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,616,212,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,672,000 | 173 |
| 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 | $16,301,076,000 | 51 |
| Managed Assets ($) | $10,793,983,000 | 40 |
| Personal trust and agency accounts, managed assets | $2,832,945,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,715,000 | 286 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $543,749,000 | 61 |
| Corporate trust and agency accounts, managed assets | $54,000 | 133 |
| Investment management and investment advisory agency accounts, managed assets | $6,172,189,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $1,241,331,000 | 23 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $543,698,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $5,507,093,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $50,686,000 | 155 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $11,390,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $5,431,992,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,025,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,875,282,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,564,000 | 263 |
| 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 | $16,077,779,000 | 51 |
| Managed Assets ($) | $10,291,571,000 | 40 |
| Personal trust and agency accounts, managed assets | $2,660,971,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,470,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $525,774,000 | 59 |
| Corporate trust and agency accounts, managed assets | $56,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $5,922,001,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,179,299,000 | 23 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $525,723,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,786,208,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $49,506,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $12,486,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $5,712,026,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,190,000 | 62 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,285,380,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $12,663,000 | 167 |
| 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 | $20,822,914,000 | 43 |
| Managed Assets ($) | $10,229,048,000 | 41 |
| Personal trust and agency accounts, managed assets | $2,671,221,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,580,000 | 234 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $527,007,000 | 60 |
| Corporate trust and agency accounts, managed assets | $421,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $5,832,636,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $1,194,183,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $526,943,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,593,866,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $49,827,000 | 138 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 267 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $12,605,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $10,518,977,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,457,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $168,261,753,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $12,786,000 | 190 |
| 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 | $21,199,225,000 | 41 |
| Managed Assets ($) | $9,869,669,000 | 41 |
| Personal trust and agency accounts, managed assets | $2,562,175,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,159,000 | 170 |
| Employee benefit-defined benefit accounts, managed assets | $731,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $498,367,000 | 60 |
| Corporate trust and agency accounts, managed assets | $1,055,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $5,580,347,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $1,214,835,000 | 22 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $498,317,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,329,556,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $48,709,000 | 127 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $12,490,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $11,256,390,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,967,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $162,552,815,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $12,592,000 | 166 |
| 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 | $28,153,156,000 | 38 |
| Managed Assets ($) | $9,621,083,000 | 42 |
| Personal trust and agency accounts, managed assets | $2,501,563,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,559,000 | 220 |
| Employee benefit-defined benefit accounts, managed assets | $2,493,000 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $487,887,000 | 59 |
| Corporate trust and agency accounts, managed assets | $617,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $5,410,050,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,206,914,000 | 23 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $487,838,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $18,532,073,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $48,300,000 | 144 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 365 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $12,857,000 | 202 |
| Corporate trust and agency accounts, non-managed assets | $18,459,477,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,439,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $158,036,013,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $12,955,000 | 244 |
| 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 | $27,763,231,000 | 37 |
| Managed Assets ($) | $9,016,769,000 | 40 |
| Personal trust and agency accounts, managed assets | $2,387,746,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,465,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $2,070,000 | 160 |
| Other employee benefit and retirement-related accounts, managed assets | $435,072,000 | 63 |
| Corporate trust and agency accounts, managed assets | $818,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $5,057,904,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,125,694,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $435,025,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,746,462,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $47,042,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 233 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $12,302,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $18,676,289,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,829,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $158,217,097,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $12,405,000 | 170 |
| 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 | $26,936,115,000 | 36 |
| Managed Assets ($) | $8,791,196,000 | 40 |
| Personal trust and agency accounts, managed assets | $2,304,532,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,844,000 | 209 |
| Employee benefit-defined benefit accounts, managed assets | $1,971,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $417,238,000 | 63 |
| Corporate trust and agency accounts, managed assets | $428,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $4,978,451,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,081,732,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $415,754,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,144,919,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $50,712,000 | 131 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $12,487,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $18,071,584,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,136,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $159,127,459,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,593,000 | 181 |
| 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 | $25,944,542,000 | 36 |
| Managed Assets ($) | $8,374,706,000 | 39 |
| Personal trust and agency accounts, managed assets | $2,230,710,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,045,000 | 167 |
| Employee benefit-defined benefit accounts, managed assets | $1,579,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $366,671,000 | 63 |
| Corporate trust and agency accounts, managed assets | $428,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $4,762,701,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,001,572,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $363,280,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,569,836,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $48,519,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $11,974,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $17,500,030,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,313,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $139,243,600,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,081,000 | 169 |
| 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 | $26,642,397,000 | 37 |
| Managed Assets ($) | $9,245,943,000 | 41 |
| Personal trust and agency accounts, managed assets | $7,680,442,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $13,075,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $1,635,000 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $426,578,000 | 64 |
| Corporate trust and agency accounts, managed assets | $543,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 653 |
| Foundation and endowment trust and agency accounts, managed assets | $1,123,670,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $422,666,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $17,396,454,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $66,367,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $22,855,000 | 134 |
| Corporate trust and agency accounts, non-managed assets | $17,296,298,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,934,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $151,115,914,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $22,962,000 | 166 |
| 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 | $27,621,158,000 | 38 |
| Managed Assets ($) | $9,074,222,000 | 42 |
| Personal trust and agency accounts, managed assets | $7,622,328,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,658,000 | 165 |
| Employee benefit-defined benefit accounts, managed assets | $1,565,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $404,889,000 | 65 |
| Corporate trust and agency accounts, managed assets | $541,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 326 |
| Foundation and endowment trust and agency accounts, managed assets | $1,032,241,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $400,578,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,546,936,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $64,564,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $13,549,000 | 150 |
| Corporate trust and agency accounts, non-managed assets | $18,458,269,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,554,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $148,623,515,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,657,000 | 170 |
| 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 | $24,831,768,000 | 39 |
| Managed Assets ($) | $9,081,143,000 | 41 |
| Personal trust and agency accounts, managed assets | $7,704,129,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,384,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $1,206,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $384,605,000 | 67 |
| Corporate trust and agency accounts, managed assets | $538,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 363 |
| Foundation and endowment trust and agency accounts, managed assets | $978,281,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $379,662,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,750,625,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $64,602,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $16,089,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $15,659,474,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,460,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $148,934,231,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,197,000 | 168 |
| 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 | $25,736,341,000 | 37 |
| Managed Assets ($) | $9,087,204,000 | 41 |
| Personal trust and agency accounts, managed assets | $7,789,895,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,845,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $1,174,000 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $368,752,000 | 66 |
| Corporate trust and agency accounts, managed assets | $718,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | $915,820,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $362,039,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,649,137,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $64,483,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $15,841,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $16,558,731,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,082,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $144,312,798,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,949,000 | 163 |
| 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 | $25,017,678,000 | 36 |
| Managed Assets ($) | $8,213,762,000 | 41 |
| Personal trust and agency accounts, managed assets | $7,009,865,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,187,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $1,091,000 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $343,632,000 | 65 |
| Corporate trust and agency accounts, managed assets | $1,021,000 | 84 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 669 |
| Foundation and endowment trust and agency accounts, managed assets | $846,966,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $336,390,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $16,803,916,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $61,443,000 | 120 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $27,563,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $16,705,736,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,174,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $144,637,969,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $27,671,000 | 138 |
| 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 | $26,223,807,000 | 36 |
| Managed Assets ($) | $8,410,190,000 | 41 |
| Personal trust and agency accounts, managed assets | $7,128,373,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,766,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $920,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $368,123,000 | 64 |
| Corporate trust and agency accounts, managed assets | $3,308,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | $898,700,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $360,269,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,813,617,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $68,012,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $32,408,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $17,702,866,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,331,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $146,204,050,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $32,555,000 | 108 |
| 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 | $26,367,686,000 | 36 |
| Managed Assets ($) | $7,858,651,000 | 40 |
| Personal trust and agency accounts, managed assets | $6,629,419,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,025,000 | 211 |
| Employee benefit-defined benefit accounts, managed assets | $898,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $353,123,000 | 64 |
| Corporate trust and agency accounts, managed assets | $2,285,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | $865,901,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $344,671,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,509,035,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $69,325,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $47,170,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $18,382,731,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,809,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $147,130,437,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $47,317,000 | 81 |
| 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 | $28,319,929,000 | 36 |
| Managed Assets ($) | $8,008,411,000 | 40 |
| Personal trust and agency accounts, managed assets | $6,744,888,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,559,000 | 265 |
| Employee benefit-defined benefit accounts, managed assets | $898,000 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $346,816,000 | 64 |
| Corporate trust and agency accounts, managed assets | $49,269,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | $864,981,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $337,130,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,311,518,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $69,321,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $201,835,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $20,030,689,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,673,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,687,267,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $201,983,000 | 32 |
| 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 | $29,375,877,000 | 35 |
| Managed Assets ($) | $7,897,078,000 | 40 |
| Personal trust and agency accounts, managed assets | $6,681,202,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,551,000 | 364 |
| Employee benefit-defined benefit accounts, managed assets | $904,000 | 250 |
| Other employee benefit and retirement-related accounts, managed assets | $334,076,000 | 65 |
| Corporate trust and agency accounts, managed assets | $48,464,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 684 |
| Foundation and endowment trust and agency accounts, managed assets | $830,881,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $333,981,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $21,478,799,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $170,396,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $338,849,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $20,959,536,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,018,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $155,680,597,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $338,997,000 | 26 |
| 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 | $34,886,589,000 | 32 |
| Managed Assets ($) | $7,762,901,000 | 41 |
| Personal trust and agency accounts, managed assets | $6,600,782,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,503,000 | 266 |
| Employee benefit-defined benefit accounts, managed assets | $881,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $319,125,000 | 66 |
| Corporate trust and agency accounts, managed assets | $49,797,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 366 |
| Foundation and endowment trust and agency accounts, managed assets | $790,813,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $319,031,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,123,688,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $168,350,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $346,110,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $26,599,448,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,780,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $145,573,568,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $346,361,000 | 24 |
| 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 | $33,305,808,000 | 33 |
| Managed Assets ($) | $7,442,953,000 | 41 |
| Personal trust and agency accounts, managed assets | $6,323,719,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,458,000 | 267 |
| Employee benefit-defined benefit accounts, managed assets | $857,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $299,430,000 | 68 |
| Corporate trust and agency accounts, managed assets | $50,841,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, managed assets | $766,648,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $299,337,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,862,855,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $168,182,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $307,721,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $25,377,214,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,738,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $147,437,614,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $308,032,000 | 28 |
| 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 | $27,525,345,000 | 35 |
| Managed Assets ($) | $7,325,435,000 | 41 |
| Personal trust and agency accounts, managed assets | $6,205,973,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,423,000 | 271 |
| Employee benefit-defined benefit accounts, managed assets | $840,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $280,482,000 | 69 |
| Corporate trust and agency accounts, managed assets | $51,450,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | $785,267,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $280,390,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,199,910,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $166,109,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $271,196,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $19,753,033,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,572,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $137,953,154,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $271,507,000 | 27 |
| 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 | $26,954,898,000 | 34 |
| Managed Assets ($) | $6,991,397,000 | 42 |
| Personal trust and agency accounts, managed assets | $5,906,212,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,358,000 | 380 |
| Employee benefit-defined benefit accounts, managed assets | $813,000 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $272,925,000 | 66 |
| Corporate trust and agency accounts, managed assets | $51,091,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 705 |
| Foundation and endowment trust and agency accounts, managed assets | $758,998,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $272,835,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $328,664,000 | 29 |
| Non-managed Assets ($) | $19,963,501,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $160,374,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $255,989,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $19,537,893,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,245,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $135,065,842,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $256,301,000 | 33 |
| 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 | $27,895,702,000 | 34 |
| Managed Assets ($) | $7,025,968,000 | 42 |
| Personal trust and agency accounts, managed assets | $5,958,680,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,356,000 | 273 |
| Employee benefit-defined benefit accounts, managed assets | $1,472,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $266,374,000 | 65 |
| Corporate trust and agency accounts, managed assets | $52,428,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 376 |
| Foundation and endowment trust and agency accounts, managed assets | $745,658,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $266,282,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,869,734,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $163,909,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $174,327,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $20,522,252,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,246,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $126,800,617,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $174,641,000 | 34 |
| 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 | $30,399,930,000 | 32 |
| Managed Assets ($) | $6,992,554,000 | 42 |
| Personal trust and agency accounts, managed assets | $5,973,412,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,323,000 | 275 |
| Employee benefit-defined benefit accounts, managed assets | $1,738,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $256,868,000 | 66 |
| Corporate trust and agency accounts, managed assets | $52,366,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 378 |
| Foundation and endowment trust and agency accounts, managed assets | $706,847,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $256,777,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,407,376,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $76,555,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $185,058,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $23,136,363,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,400,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $130,235,662,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $185,373,000 | 33 |
| 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 | $35,591,697,000 | 28 |
| Managed Assets ($) | $6,881,763,000 | 42 |
| Personal trust and agency accounts, managed assets | $5,853,431,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,285,000 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $2,395,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $249,774,000 | 69 |
| Corporate trust and agency accounts, managed assets | $50,266,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 377 |
| Foundation and endowment trust and agency accounts, managed assets | $723,612,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $249,684,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,709,934,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $78,811,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $153,859,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $28,468,277,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,987,000 | 78 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $127,735,609,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $154,174,000 | 39 |
| 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 | $32,536,319,000 | 30 |
| Managed Assets ($) | $6,767,889,000 | 41 |
| Personal trust and agency accounts, managed assets | $5,777,627,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,261,000 | 363 |
| Employee benefit-defined benefit accounts, managed assets | $2,351,000 | 238 |
| Other employee benefit and retirement-related accounts, managed assets | $241,713,000 | 67 |
| Corporate trust and agency accounts, managed assets | $49,092,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 725 |
| Foundation and endowment trust and agency accounts, managed assets | $694,845,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $241,624,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $384,623,000 | 28 |
| Non-managed Assets ($) | $25,768,430,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $52,689,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $160,948,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $25,546,165,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,628,000 | 85 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $129,172,730,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $161,264,000 | 38 |
| 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 | $32,832,099,000 | 28 |
| Managed Assets ($) | $6,734,640,000 | 41 |
| Personal trust and agency accounts, managed assets | $5,760,950,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,752,000 | 248 |
| Employee benefit-defined benefit accounts, managed assets | $2,274,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $231,687,000 | 68 |
| Corporate trust and agency accounts, managed assets | $58,043,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 374 |
| Foundation and endowment trust and agency accounts, managed assets | $677,934,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $231,598,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,097,459,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $59,909,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $173,500,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $25,855,481,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,569,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,990,257,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $173,815,000 | 37 |
| 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 | $30,287,058,000 | 31 |
| Managed Assets ($) | $7,024,142,000 | 43 |
| Personal trust and agency accounts, managed assets | $6,136,520,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,792,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $2,191,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $233,361,000 | 70 |
| Corporate trust and agency accounts, managed assets | $49,180,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 377 |
| Foundation and endowment trust and agency accounts, managed assets | $596,098,000 | 31 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $233,270,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,262,916,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $64,155,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $185,054,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $23,004,468,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,239,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $129,062,460,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $185,532,000 | 37 |
| 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 | $30,469,029,000 | 31 |
| Managed Assets ($) | $7,026,897,000 | 43 |
| Personal trust and agency accounts, managed assets | $6,175,952,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,875,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $2,172,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $223,678,000 | 71 |
| Corporate trust and agency accounts, managed assets | $49,090,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $569,130,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $223,586,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,442,132,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $67,840,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $182,920,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $23,181,904,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,468,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $132,191,933,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $184,461,000 | 39 |
| 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 | $33,007,245,000 | 26 |
| Managed Assets ($) | $6,942,373,000 | 43 |
| Personal trust and agency accounts, managed assets | $6,098,804,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,868,000 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $3,071,000 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $212,632,000 | 73 |
| Corporate trust and agency accounts, managed assets | $48,566,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 749 |
| Foundation and endowment trust and agency accounts, managed assets | $572,432,000 | 33 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $212,541,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $424,254,000 | 28 |
| Non-managed Assets ($) | $26,064,872,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $68,964,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 494 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $186,029,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $25,800,291,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,588,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $128,819,093,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $187,591,000 | 42 |
| 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 | $30,895,920,000 | 28 |
| Managed Assets ($) | $6,917,865,000 | 42 |
| Personal trust and agency accounts, managed assets | $6,064,506,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,695,000 | 225 |
| Employee benefit-defined benefit accounts, managed assets | $2,847,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $213,992,000 | 71 |
| Corporate trust and agency accounts, managed assets | $48,758,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $581,067,000 | 32 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $213,902,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,978,055,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $72,420,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,000 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $187,384,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $23,708,589,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,648,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $124,309,206,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $190,480,000 | 39 |
| 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 | $33,019,502,000 | 26 |
| Managed Assets ($) | $7,030,825,000 | 43 |
| Personal trust and agency accounts, managed assets | $6,367,060,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,066,000 | 222 |
| Employee benefit-defined benefit accounts, managed assets | $2,655,000 | 189 |
| Other employee benefit and retirement-related accounts, managed assets | $214,313,000 | 68 |
| Corporate trust and agency accounts, managed assets | $48,336,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 375 |
| Foundation and endowment trust and agency accounts, managed assets | $391,395,000 | 42 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $214,176,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,988,677,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $95,828,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,000 | 290 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $29,658,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $25,863,175,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $125,051,311,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $183,015,000 | 41 |
| 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 | $29,876,785,000 | 29 |
| Managed Assets ($) | $6,923,882,000 | 43 |
| Personal trust and agency accounts, managed assets | $6,271,724,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,234,000 | 218 |
| Employee benefit-defined benefit accounts, managed assets | $2,561,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $207,638,000 | 68 |
| Corporate trust and agency accounts, managed assets | $48,042,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | $386,683,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $207,503,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,952,903,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $110,362,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $81,000 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $30,672,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $22,802,067,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,721,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,284,358,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $191,443,000 | 40 |
| 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 | $30,378,730,000 | 29 |
| Managed Assets ($) | $7,115,919,000 | 42 |
| Personal trust and agency accounts, managed assets | $6,459,881,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,167,000 | 270 |
| Employee benefit-defined benefit accounts, managed assets | $2,531,000 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $213,620,000 | 65 |
| Corporate trust and agency accounts, managed assets | $47,767,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 760 |
| Foundation and endowment trust and agency accounts, managed assets | $384,953,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $213,486,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $428,839,000 | 28 |
| Non-managed Assets ($) | $23,262,811,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $120,532,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,000 | 496 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $31,318,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $23,101,277,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,571,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $119,954,708,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $169,159,000 | 42 |
| 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 | $31,307,564,000 | 29 |
| Managed Assets ($) | $6,841,931,000 | 42 |
| Personal trust and agency accounts, managed assets | $6,181,869,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,049,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $3,812,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $233,527,000 | 56 |
| Corporate trust and agency accounts, managed assets | $47,875,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | $367,799,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $216,168,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,465,633,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $71,919,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $237,000 | 278 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $31,786,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $24,351,292,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,399,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $125,720,428,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $167,294,000 | 42 |
| 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 | $31,677,491,000 | 28 |
| Managed Assets ($) | $6,725,029,000 | 42 |
| Personal trust and agency accounts, managed assets | $6,094,581,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,225,000 | 210 |
| Employee benefit-defined benefit accounts, managed assets | $3,119,000 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $222,190,000 | 57 |
| Corporate trust and agency accounts, managed assets | $47,631,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
| Foundation and endowment trust and agency accounts, managed assets | $350,283,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $204,733,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,952,462,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $67,600,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,431,000 | 231 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $165,865,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $24,645,609,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $58,631,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,326,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $125,453,406,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $165,870,000 | 46 |
| 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 | $30,380,959,000 | 29 |
| Managed Assets ($) | $6,786,694,000 | 42 |
| Personal trust and agency accounts, managed assets | $6,081,513,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $33,653,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $3,139,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $202,272,000 | 59 |
| Corporate trust and agency accounts, managed assets | $47,694,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 363 |
| Foundation and endowment trust and agency accounts, managed assets | $418,423,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $200,780,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,594,265,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $77,018,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,712,000 | 201 |
| Employee benefit-defined benefit accounts, non-managed Assets | $368,000 | 133 |
| Other retirement accounts, non-managed assets | $173,250,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $23,243,366,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $76,372,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,179,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,060,396,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $859,905,000 | 24 |
| 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 | $29,931,550,000 | 29 |
| Managed Assets ($) | $6,434,157,000 | 42 |
| Personal trust and agency accounts, managed assets | $5,564,681,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,074,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $2,733,000 | 241 |
| Other employee benefit and retirement-related accounts, managed assets | $192,426,000 | 59 |
| Corporate trust and agency accounts, managed assets | $47,511,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $190,262,000 | 178 |
| Foundation and endowment trust and agency accounts, managed assets | $401,470,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $192,296,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $827,065,000 | 20 |
| Non-managed Assets ($) | $23,497,393,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $160,733,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,160,000 | 257 |
| Employee benefit-defined benefit accounts, non-managed Assets | $351,000 | 177 |
| Other retirement accounts, non-managed assets | $169,712,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $23,068,622,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $75,310,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,505,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,622,153,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $863,303,000 | 22 |
| 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 | $14,113,926,000 | 44 |
| Managed Assets ($) | $5,237,122,000 | 45 |
| Personal trust and agency accounts, managed assets | $4,771,760,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,415,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $2,573,000 | 182 |
| Other employee benefit and retirement-related accounts, managed assets | $143,334,000 | 75 |
| Corporate trust and agency accounts, managed assets | $47,242,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 344 |
| Foundation and endowment trust and agency accounts, managed assets | $265,798,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $143,205,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,876,804,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $157,225,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $300,000 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $43,779,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $8,576,866,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $97,548,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,086,000 | 113 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $123,933,993,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $45,461,000 | 78 |
| 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 | $30,680,393,000 | 26 |
| Managed Assets ($) | $6,482,938,000 | 41 |
| Personal trust and agency accounts, managed assets | $4,602,573,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,012,345,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $187,271,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $361,846,000 | 33 |
| Corporate trust and agency accounts, managed assets | $53,201,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 348 |
| Foundation and endowment trust and agency accounts, managed assets | $265,457,000 | 42 |
| Other fiduciary accounts, managed assets | $245,000 | 92 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $237,143,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,197,455,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $160,900,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,201,910,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,529,462,000 | 11 |
| Other retirement accounts, non-managed assets | $1,333,670,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $10,655,669,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $112,728,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,440,000 | 102 |
| Other fiduciary accounts, non-managed assets | $201,676,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $154,197,661,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,093,914,000 | 16 |
| 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 | $33,001,881,000 | 25 |
| Managed Assets ($) | $6,670,879,000 | 41 |
| Personal trust and agency accounts, managed assets | $4,607,544,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $973,604,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $195,621,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $551,403,000 | 29 |
| Corporate trust and agency accounts, managed assets | $55,668,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 346 |
| Foundation and endowment trust and agency accounts, managed assets | $286,792,000 | 42 |
| Other fiduciary accounts, managed assets | $247,000 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $200,119,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,331,002,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $136,792,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,768,012,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,732,308,000 | 10 |
| Other retirement accounts, non-managed assets | $1,404,141,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $9,944,457,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $143,922,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,370,000 | 101 |
| Other fiduciary accounts, non-managed assets | $200,000,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $163,822,611,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $2,166,589,000 | 15 |
| 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 | $32,212,319,000 | 26 |
| Managed Assets ($) | $7,231,052,000 | 38 |
| Personal trust and agency accounts, managed assets | $4,049,006,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $907,887,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $180,044,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $585,236,000 | 25 |
| Corporate trust and agency accounts, managed assets | $55,580,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 786 |
| Foundation and endowment trust and agency accounts, managed assets | $265,940,000 | 41 |
| Other fiduciary accounts, managed assets | $1,187,359,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $173,872,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,167,737,000 | 18 |
| Non-managed Assets ($) | $24,981,267,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $126,216,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,610,338,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,026,357,000 | 10 |
| Other retirement accounts, non-managed assets | $1,259,788,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $9,608,582,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $143,185,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,083,000 | 127 |
| Other fiduciary accounts, non-managed assets | $205,718,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $158,256,975,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $2,080,265,000 | 15 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $32,610,724,000 | 23 |
| Managed Assets ($) | $7,973,942,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,137,078,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $918,288,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $214,893,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $661,216,000 | 24 |
| Corporate trust and agency accounts, managed assets | $75,576,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
| Foundation and endowment trust and agency accounts, managed assets | $236,705,000 | 44 |
| Other fiduciary accounts, managed assets | $1,730,186,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $123,738,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,636,782,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $222,817,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,520,135,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,056,552,000 | 10 |
| Other retirement accounts, non-managed assets | $1,288,437,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $8,944,366,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $196,656,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,155,000 | 78 |
| Other fiduciary accounts, non-managed assets | $401,664,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $149,460,461,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $415,153,000 | 23 |
| 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 | $32,635,774,000 | 27 |
| Managed Assets ($) | $8,647,772,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,462,575,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $986,730,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $213,411,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $667,781,000 | 25 |
| Corporate trust and agency accounts, managed assets | $75,023,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
| Foundation and endowment trust and agency accounts, managed assets | $264,469,000 | 42 |
| Other fiduciary accounts, managed assets | $1,977,783,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $130,708,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,988,002,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $242,785,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,650,695,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,090,719,000 | 11 |
| Other retirement accounts, non-managed assets | $1,390,023,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $7,011,689,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $187,723,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,345,000 | 77 |
| Other fiduciary accounts, non-managed assets | $408,023,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $171,563,557,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $469,201,000 | 22 |
| 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 | $33,914,973,000 | 27 |
| Managed Assets ($) | $8,695,538,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,506,357,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $939,001,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $208,308,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $646,044,000 | 25 |
| Corporate trust and agency accounts, managed assets | $74,258,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 368 |
| Foundation and endowment trust and agency accounts, managed assets | $266,759,000 | 42 |
| Other fiduciary accounts, managed assets | $2,054,811,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $131,849,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,219,435,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $279,663,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,629,286,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,597,623,000 | 11 |
| Other retirement accounts, non-managed assets | $1,573,959,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $7,455,263,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $275,592,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,292,000 | 78 |
| Other fiduciary accounts, non-managed assets | $401,757,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $164,482,213,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $478,997,000 | 21 |
| 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 | $31,773,581,000 | 28 |
| Managed Assets ($) | $7,602,362,000 | 42 |
| Personal trust and agency accounts, managed assets | $4,450,670,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $851,007,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $123,414,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $617,388,000 | 26 |
| Corporate trust and agency accounts, managed assets | $75,010,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 825 |
| Foundation and endowment trust and agency accounts, managed assets | $262,669,000 | 42 |
| Other fiduciary accounts, managed assets | $1,222,204,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $127,185,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,499,801,000 | 14 |
| Non-managed Assets ($) | $24,171,219,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $273,971,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,571,652,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,226,294,000 | 11 |
| Other retirement accounts, non-managed assets | $1,481,526,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $6,989,497,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $218,207,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,259,000 | 90 |
| Other fiduciary accounts, non-managed assets | $403,813,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $166,848,741,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $476,259,000 | 22 |
| 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 | $31,036,921,000 | 28 |
| Managed Assets ($) | $7,861,470,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,421,156,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $780,611,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $119,744,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $614,696,000 | 25 |
| Corporate trust and agency accounts, managed assets | $73,837,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 354 |
| Foundation and endowment trust and agency accounts, managed assets | $253,421,000 | 42 |
| Other fiduciary accounts, managed assets | $1,598,005,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $123,637,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,175,451,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $190,151,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,469,467,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,728,681,000 | 11 |
| Other retirement accounts, non-managed assets | $1,458,765,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $6,705,239,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $214,533,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,262,000 | 75 |
| Other fiduciary accounts, non-managed assets | $402,353,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $154,318,661,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $468,394,000 | 21 |
| 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 | $109,067,700,000 | 13 |
| Managed Assets ($) | $8,485,919,000 | 34 |
| Personal trust and agency accounts, managed assets | $4,223,600,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $736,950,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $631,281,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $574,838,000 | 25 |
| Corporate trust and agency accounts, managed assets | $73,100,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $2,208,840,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $9,487,000 | 189 |
| Other fiduciary accounts, managed assets | $27,823,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $116,096,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,581,781,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $530,179,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,392,155,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,474,006,000 | 7 |
| Other retirement accounts, non-managed assets | $2,283,835,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $68,505,326,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,000 | 128 |
| Other fiduciary accounts, non-managed assets | $396,250,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $133,295,720,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $458,606,000 | 20 |
| 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 | $126,615,314,000 | 13 |
| Managed Assets ($) | $8,491,356,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,368,165,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $717,520,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $589,495,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $566,246,000 | 24 |
| Corporate trust and agency accounts, managed assets | $74,610,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $2,146,664,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
| Other fiduciary accounts, managed assets | $28,656,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $112,696,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $118,123,958,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $554,710,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,533,031,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,111,743,000 | 7 |
| Other retirement accounts, non-managed assets | $2,132,273,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $84,393,024,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $399,177,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $127,046,051,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $487,283,000 | 19 |
| 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 | $122,519,350,000 | 14 |
| Managed Assets ($) | $8,102,854,000 | 38 |
| Personal trust and agency accounts, managed assets | $4,336,930,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $691,267,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $600,443,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $439,525,000 | 29 |
| Corporate trust and agency accounts, managed assets | $74,234,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $1,932,671,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
| Other fiduciary accounts, managed assets | $27,784,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $109,069,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,739,118,000 | 18 |
| Non-managed Assets ($) | $114,416,496,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $564,329,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,495,392,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,801,564,000 | 7 |
| Other retirement accounts, non-managed assets | $2,222,740,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $80,937,812,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $394,659,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $129,208,906,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $494,661,000 | 22 |
| 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 | $120,516,088,000 | 14 |
| Managed Assets ($) | $8,170,984,000 | 43 |
| Personal trust and agency accounts, managed assets | $4,342,777,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $655,487,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $551,563,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $435,168,000 | 28 |
| Corporate trust and agency accounts, managed assets | $74,975,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $2,076,776,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $34,238,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $112,345,104,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $562,033,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,647,427,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,113,854,000 | 7 |
| Other retirement accounts, non-managed assets | $2,132,386,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $79,494,191,000 | 8 |
| 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 | $395,213,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,921,682,000 | 15 |
| 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 | $117,032,152,000 | 13 |
| Managed Assets ($) | $7,719,106,000 | 44 |
| Personal trust and agency accounts, managed assets | $4,113,206,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $600,409,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $556,111,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $415,405,000 | 30 |
| Corporate trust and agency accounts, managed assets | $77,272,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $1,923,120,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $33,583,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $109,313,046,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $536,945,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,461,796,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,030,442,000 | 7 |
| Other retirement accounts, non-managed assets | $2,023,644,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $78,842,146,000 | 8 |
| 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 | $418,073,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,731,324,000 | 15 |
| 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 | $107,046,069,000 | 13 |
| Managed Assets ($) | $7,695,148,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,941,084,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $504,472,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $490,764,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $409,837,000 | 30 |
| Corporate trust and agency accounts, managed assets | $91,491,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $2,224,786,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $32,714,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,350,921,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $556,393,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,227,327,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,350,831,000 | 7 |
| Other retirement accounts, non-managed assets | $2,025,075,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $70,815,817,000 | 8 |
| 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 | $375,478,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,575,716,000 | 14 |
| 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 | $109,349,091,000 | 13 |
| Managed Assets ($) | $8,241,136,000 | 42 |
| Personal trust and agency accounts, managed assets | $4,198,691,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $495,276,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $528,247,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $411,876,000 | 30 |
| Corporate trust and agency accounts, managed assets | $125,503,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $2,447,868,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $33,675,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,107,955,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $575,800,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,329,716,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,765,418,000 | 7 |
| Other retirement accounts, non-managed assets | $2,146,373,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $70,878,265,000 | 8 |
| 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 | $412,383,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $107,767,821,000 | 16 |
| 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 | $115,046,760,000 | 14 |
| Managed Assets ($) | $9,487,959,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,871,505,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $516,689,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $571,209,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $416,999,000 | 29 |
| Corporate trust and agency accounts, managed assets | $160,656,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $2,915,298,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $35,603,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $105,558,801,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $617,241,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,383,051,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,923,853,000 | 7 |
| Other retirement accounts, non-managed assets | $2,327,218,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $71,057,237,000 | 8 |
| 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 | $250,201,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,712,570,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | 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 | $117,325,393,000 | 18 |
| Managed Assets ($) | $10,436,105,000 | 41 |
| Personal trust and agency accounts, managed assets | $5,135,073,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $528,289,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $578,537,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $432,725,000 | 33 |
| Corporate trust and agency accounts, managed assets | $195,490,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $3,523,568,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $42,423,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $106,889,288,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $606,236,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,893,791,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,052,888,000 | 8 |
| Other retirement accounts, non-managed assets | $2,406,169,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $70,696,814,000 | 8 |
| 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 | $233,390,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $115,816,667,000 | 16 |
| 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 | $120,511,099,000 | 17 |
| Managed Assets ($) | $9,973,261,000 | 40 |
| Personal trust and agency accounts, managed assets | $5,425,994,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $460,517,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $461,313,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $358,166,000 | 34 |
| Corporate trust and agency accounts, managed assets | $72,830,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $3,180,576,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,865,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $110,537,838,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $718,584,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,162,291,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,713,898,000 | 8 |
| Other retirement accounts, non-managed assets | $2,548,422,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $72,165,457,000 | 8 |
| 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 | $229,186,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $118,271,657,000 | 17 |
| 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 | $127,988,466,000 | 18 |
| Managed Assets ($) | $11,147,457,000 | 39 |
| Personal trust and agency accounts, managed assets | $5,663,132,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $510,302,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $720,730,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $447,549,000 | 31 |
| Corporate trust and agency accounts, managed assets | $77,314,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $3,714,461,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,969,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $116,841,009,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $765,513,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,318,949,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,191,532,000 | 8 |
| Other retirement accounts, non-managed assets | $2,952,414,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $67,293,900,000 | 8 |
| 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 | $318,701,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $122,289,669,000 | 17 |
| 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 | $125,973,468,000 | 18 |
| Managed Assets ($) | $11,010,917,000 | 39 |
| Personal trust and agency accounts, managed assets | $5,643,511,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $517,192,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $735,143,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $310,708,000 | 38 |
| Corporate trust and agency accounts, managed assets | $72,447,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $3,720,845,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,071,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $114,962,551,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $787,241,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,903,760,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,620,463,000 | 8 |
| Other retirement accounts, non-managed assets | $2,832,297,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $64,499,170,000 | 8 |
| 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 | $319,620,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,898,268,000 | 16 |
| 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 | $123,617,178,000 | 17 |
| Managed Assets ($) | $10,409,194,000 | 40 |
| Personal trust and agency accounts, managed assets | $5,690,425,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $494,512,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $645,383,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $225,418,000 | 44 |
| Corporate trust and agency accounts, managed assets | $72,447,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $3,271,672,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,337,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $113,207,984,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $799,642,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,879,802,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,561,818,000 | 8 |
| Other retirement accounts, non-managed assets | $2,882,675,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $63,792,692,000 | 8 |
| 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 | $291,355,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $112,579,534,000 | 17 |
| 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 | $122,211,939,000 | 17 |
| Managed Assets ($) | $10,783,644,000 | 40 |
| Personal trust and agency accounts, managed assets | $5,549,307,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $470,363,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $676,721,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $224,484,000 | 43 |
| Corporate trust and agency accounts, managed assets | $74,282,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $3,775,036,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,451,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $111,428,295,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $772,998,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,479,152,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,934,571,000 | 8 |
| Other retirement accounts, non-managed assets | $2,916,589,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $63,059,665,000 | 8 |
| 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 | $265,320,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,175,247,000 | 18 |
| 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 | $114,111,632,000 | 18 |
| Managed Assets ($) | $10,469,579,000 | 41 |
| Personal trust and agency accounts, managed assets | $5,249,922,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $416,267,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $756,939,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $226,881,000 | 41 |
| Corporate trust and agency accounts, managed assets | $76,604,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $3,730,536,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,430,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $103,642,053,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $783,945,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,327,501,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,928,645,000 | 9 |
| Other retirement accounts, non-managed assets | $3,018,383,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $56,329,552,000 | 8 |
| 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 | $254,027,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,582,535,000 | 19 |
| 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 | $110,587,034,000 | 17 |
| Managed Assets ($) | $10,016,991,000 | 45 |
| Personal trust and agency accounts, managed assets | $4,941,834,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $445,435,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $515,852,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $221,686,000 | 45 |
| Corporate trust and agency accounts, managed assets | $67,665,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $3,806,780,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $17,739,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,570,043,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $970,914,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,017,071,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,795,563,000 | 9 |
| Other retirement accounts, non-managed assets | $3,233,016,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $54,167,908,000 | 10 |
| 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 | $385,571,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,690,952,000 | 19 |
| 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 | $112,051,962,000 | 17 |
| Managed Assets ($) | $10,326,656,000 | 39 |
| Personal trust and agency accounts, managed assets | $4,978,746,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $430,632,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $699,503,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $223,841,000 | 46 |
| Corporate trust and agency accounts, managed assets | $81,139,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $3,899,262,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,533,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,725,306,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $964,294,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,485,604,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,839,998,000 | 8 |
| Other retirement accounts, non-managed assets | $7,009,344,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $53,796,112,000 | 11 |
| 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 | $629,954,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $99,557,659,000 | 19 |
| 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 | $114,434,465,000 | 16 |
| Managed Assets ($) | $10,350,503,000 | 39 |
| Personal trust and agency accounts, managed assets | $4,993,457,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $410,015,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $751,036,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $231,013,000 | 46 |
| Corporate trust and agency accounts, managed assets | $85,315,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $3,863,723,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,944,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $104,083,962,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $1,038,308,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,595,653,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,177,461,000 | 7 |
| Other retirement accounts, non-managed assets | $7,968,525,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $52,677,688,000 | 11 |
| 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 | $626,327,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,494,071,000 | 19 |
| 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 | $108,852,778,000 | 16 |
| Managed Assets ($) | $10,811,741,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,747,002,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $391,822,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $887,169,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $224,921,000 | 47 |
| Corporate trust and agency accounts, managed assets | $87,301,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $4,459,079,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,447,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,041,037,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $1,049,737,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,852,035,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,308,956,000 | 10 |
| Other retirement accounts, non-managed assets | $7,804,896,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $49,331,444,000 | 11 |
| 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 | $693,969,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,486,965,000 | 19 |
| 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 | $111,411,325,000 | 16 |
| Managed Assets ($) | $11,665,647,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,759,106,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $385,621,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $1,055,858,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $241,141,000 | 46 |
| Corporate trust and agency accounts, managed assets | $87,027,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $5,114,290,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,604,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,745,678,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $1,024,557,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,406,461,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,936,868,000 | 10 |
| Other retirement accounts, non-managed assets | $7,785,690,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $51,903,316,000 | 11 |
| 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 | $688,786,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $93,060,715,000 | 18 |
| 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 | $108,489,914,000 | 16 |
| Managed Assets ($) | $11,059,578,000 | 35 |
| Personal trust and agency accounts, managed assets | $4,586,900,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $375,679,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $974,501,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $208,917,000 | 47 |
| Corporate trust and agency accounts, managed assets | $94,654,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $4,796,261,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,666,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $97,430,336,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $1,005,756,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,068,062,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,045,828,000 | 10 |
| Other retirement accounts, non-managed assets | $7,685,421,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $50,966,246,000 | 11 |
| 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 | $659,023,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,001,058,000 | 19 |
| 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 | $108,065,368,000 | 14 |
| Managed Assets ($) | $10,583,608,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,512,979,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $351,707,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $955,899,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $205,993,000 | 48 |
| Corporate trust and agency accounts, managed assets | $85,670,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $4,447,016,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,344,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $97,481,760,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $812,096,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,155,079,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,126,406,000 | 9 |
| Other retirement accounts, non-managed assets | $6,293,146,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $53,460,221,000 | 11 |
| 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 | $634,812,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,182,934,000 | 19 |
| 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 | $106,308,627,000 | 16 |
| Managed Assets ($) | $10,292,172,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,544,831,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $349,917,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $933,090,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $212,709,000 | 46 |
| Corporate trust and agency accounts, managed assets | $83,423,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $4,141,692,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $26,510,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $96,016,455,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $803,072,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,692,888,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,941,557,000 | 9 |
| Other retirement accounts, non-managed assets | $5,958,069,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $51,406,413,000 | 11 |
| 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 | $214,456,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $94,058,624,000 | 20 |
| 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 | $74,128,425,000 | 21 |
| Managed Assets ($) | $10,232,776,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,402,999,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $350,841,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $887,963,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $211,267,000 | 46 |
| Corporate trust and agency accounts, managed assets | $83,368,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $4,272,829,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,509,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $63,895,649,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $731,574,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,016,949,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,212,360,000 | 9 |
| Other retirement accounts, non-managed assets | $5,654,187,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $22,073,261,000 | 13 |
| 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 | $207,318,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,535,149,000 | 20 |
| 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 | $67,462,734,000 | 22 |
| Managed Assets ($) | $9,655,603,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,376,538,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $343,675,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $828,794,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $207,052,000 | 47 |
| Corporate trust and agency accounts, managed assets | $27,818,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $3,848,088,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,638,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $57,807,131,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $696,651,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,455,637,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,690,273,000 | 10 |
| Other retirement accounts, non-managed assets | $5,215,369,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $20,563,348,000 | 14 |
| 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 | $185,853,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,363,776,000 | 20 |
| 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 | $65,858,627,000 | 22 |
| Managed Assets ($) | $9,445,948,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,430,346,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $341,190,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $845,662,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $207,636,000 | 47 |
| Corporate trust and agency accounts, managed assets | $27,664,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $3,568,693,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $24,757,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,412,679,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $661,473,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,587,913,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,542,994,000 | 11 |
| Other retirement accounts, non-managed assets | $4,465,050,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $18,952,054,000 | 14 |
| 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 | $203,195,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,876,790,000 | 20 |
| 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 | $65,269,786,000 | 22 |
| Managed Assets ($) | $9,079,814,000 | 42 |
| Personal trust and agency accounts, managed assets | $4,388,548,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $331,632,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $879,863,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $204,141,000 | 49 |
| Corporate trust and agency accounts, managed assets | $41,138,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $3,211,917,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,575,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $56,189,972,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $658,006,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,015,142,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,506,222,000 | 9 |
| Other retirement accounts, non-managed assets | $4,128,499,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $18,656,007,000 | 15 |
| 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 | $226,096,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,444,661,000 | 21 |
| 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 | $62,076,020,000 | 22 |
| Managed Assets ($) | $8,697,690,000 | 42 |
| Personal trust and agency accounts, managed assets | $4,194,851,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $321,586,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $828,376,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $199,265,000 | 49 |
| Corporate trust and agency accounts, managed assets | $60,126,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $3,071,624,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $21,862,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,378,330,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $678,657,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,691,006,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,107,917,000 | 8 |
| Other retirement accounts, non-managed assets | $3,745,171,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $18,002,877,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $152,702,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $81,265,029,000 | 21 |
| 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 | $60,482,440,000 | 22 |
| Managed Assets ($) | $8,725,459,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,202,285,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $313,651,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $836,139,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $204,693,000 | 48 |
| Corporate trust and agency accounts, managed assets | $29,178,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $3,116,287,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $23,226,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,756,981,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $675,709,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,558,896,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,611,279,000 | 9 |
| Other retirement accounts, non-managed assets | $3,372,568,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $17,355,048,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $183,481,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,062,770,000 | 23 |
| 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 | $56,065,792,000 | 24 |
| Managed Assets ($) | $7,637,096,000 | 45 |
| Personal trust and agency accounts, managed assets | $3,931,970,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $321,773,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $765,649,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $209,830,000 | 45 |
| Corporate trust and agency accounts, managed assets | $28,897,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $2,356,782,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $22,195,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,428,696,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $721,139,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,989,648,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,739,582,000 | 9 |
| Other retirement accounts, non-managed assets | $3,218,713,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $16,587,899,000 | 15 |
| 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 | $171,715,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,506,146,000 | 22 |
| 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 | $56,772,021,000 | 25 |
| Managed Assets ($) | $11,231,082,000 | 34 |
| Personal trust and agency accounts, managed assets | $4,125,141,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,126,583,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,645,261,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $409,339,000 | 26 |
| Corporate trust and agency accounts, managed assets | $32,064,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $2,829,024,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $63,670,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,540,939,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $680,199,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,088,014,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,472,199,000 | 11 |
| Other retirement accounts, non-managed assets | $3,352,758,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $15,793,669,000 | 15 |
| 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 | $154,100,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,140,512,000 | 22 |
| 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 | $62,190,905,000 | 22 |
| Managed Assets ($) | $12,697,546,000 | 33 |
| Personal trust and agency accounts, managed assets | $4,634,473,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,275,383,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,882,263,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $426,182,000 | 30 |
| Corporate trust and agency accounts, managed assets | $40,582,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $3,391,157,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $47,506,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $49,493,359,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $805,937,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,954,445,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,536,001,000 | 9 |
| Other retirement accounts, non-managed assets | $3,576,602,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $13,378,141,000 | 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 | $242,233,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,091,280,000 | 18 |
| 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 |