Home > State Street Bank and Trust Company > Total Fiduciary and Related Assets
State Street Bank and Trust Company, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,593,618,000,000 | 1 |
| Managed Assets ($) | $2,148,899,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,190,000,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $648,416,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $463,445,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $45,877,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $824,576,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $147,952,000,000 | 1 |
| Other fiduciary accounts, managed assets | $12,443,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $15,294,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $15,444,719,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $1,926,000,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $240,914,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $701,731,000,000 | 2 |
| Other retirement accounts, non-managed assets | $181,601,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $2,997,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $18,559,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,196,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $14,287,795,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,248,278,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,847,871,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $194,743,000,000 | 4 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,486,053,000,000 | 1 |
| Managed Assets ($) | $1,925,109,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $10,112,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $582,757,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $429,150,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $41,664,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $715,330,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $133,932,000,000 | 1 |
| Other fiduciary accounts, managed assets | $12,164,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $13,612,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,560,944,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $19,178,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $241,003,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $702,961,000,000 | 2 |
| Other retirement accounts, non-managed assets | $226,152,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $2,975,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $27,138,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,480,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $13,330,057,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,544,690,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,861,935,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $189,242,000,000 | 4 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,697,996,000,000 | 1 |
| Managed Assets ($) | $2,042,274,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $10,788,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $604,183,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $463,127,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $42,721,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $763,637,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $145,314,000,000 | 1 |
| Other fiduciary accounts, managed assets | $12,504,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $14,644,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,655,722,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $17,953,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $241,782,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $665,088,000,000 | 2 |
| Other retirement accounts, non-managed assets | $218,495,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $2,970,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $26,412,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,630,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $13,472,392,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,077,624,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,221,643,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $188,132,000,000 | 4 |
| 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 | $3,645,441,000,000 | 2 |
| Managed Assets ($) | $1,927,746,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $10,039,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $575,091,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $453,673,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $42,302,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $699,168,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $135,578,000,000 | 1 |
| Other fiduciary accounts, managed assets | $11,895,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $15,002,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,717,695,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $16,580,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $230,923,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $651,168,000,000 | 2 |
| Other retirement accounts, non-managed assets | $208,726,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $2,921,000,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $24,717,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,083,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $571,577,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,102,902,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $12,749,525,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $180,310,000,000 | 4 |
| 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 | $3,479,241,000,000 | 2 |
| Managed Assets ($) | $1,837,739,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $7,774,000,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $529,847,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $445,702,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $41,503,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $675,450,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $125,490,000,000 | 1 |
| Other fiduciary accounts, managed assets | $11,973,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $13,869,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $1,641,502,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $20,114,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $226,846,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $605,523,000,000 | 2 |
| Other retirement accounts, non-managed assets | $212,648,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $2,880,000,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $29,437,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,167,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $532,887,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,386,296,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $29,219,304,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $178,490,000,000 | 4 |
| 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 | $3,631,651,000,000 | 1 |
| Managed Assets ($) | $1,738,395,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $7,195,000,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $491,340,000,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $427,648,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $43,563,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $637,744,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $120,113,000,000 | 1 |
| Other fiduciary accounts, managed assets | $10,792,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $14,139,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,893,256,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $20,133,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,145,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $854,635,000,000 | 1 |
| Other retirement accounts, non-managed assets | $224,167,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,319,000,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $28,674,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,051,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $529,132,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,153,856,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $28,356,363,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $155,852,000,000 | 4 |
| 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 | $3,875,507,000,000 | 1 |
| Managed Assets ($) | $1,852,185,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,984,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $512,244,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $464,882,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $45,086,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $677,526,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $135,262,000,000 | 1 |
| Other fiduciary accounts, managed assets | $11,201,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $14,440,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,023,322,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $21,759,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $239,877,000,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $907,019,000,000 | 1 |
| Other retirement accounts, non-managed assets | $238,139,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,894,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $31,332,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,744,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $569,558,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $33,465,536,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $13,046,232,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $161,915,000,000 | 3 |
| 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 | $3,531,841,000,000 | 1 |
| Managed Assets ($) | $1,712,758,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,946,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $591,113,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $540,407,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $50,635,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $355,723,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $154,759,000,000 | 1 |
| Other fiduciary accounts, managed assets | $13,175,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $15,948,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,819,083,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $25,595,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $274,674,000,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $669,045,000,000 | 2 |
| Other retirement accounts, non-managed assets | $203,584,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $4,326,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $37,234,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,938,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $592,687,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,105,500,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,055,093,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $176,209,000,000 | 3 |
| 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 | $4,113,128,000,000 | 1 |
| Managed Assets ($) | $2,210,492,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $7,233,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $593,738,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $557,956,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $51,877,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $825,255,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $159,604,000,000 | 1 |
| Other fiduciary accounts, managed assets | $14,829,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $17,694,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $1,902,636,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $27,298,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $289,509,000,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $688,360,000,000 | 2 |
| Other retirement accounts, non-managed assets | $242,130,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $4,488,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $40,606,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,525,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $597,720,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,953,859,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $13,858,383,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $185,722,000,000 | 3 |
| 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 | $4,355,426,000,000 | 1 |
| Managed Assets ($) | $2,079,658,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $7,270,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $561,590,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $546,844,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $50,692,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $742,940,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $156,678,000,000 | 1 |
| Other fiduciary accounts, managed assets | $13,644,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $16,947,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,275,768,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $29,085,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $293,545,000,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $753,683,000,000 | 2 |
| Other retirement accounts, non-managed assets | $535,972,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $716,000,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $38,892,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,415,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $611,460,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,297,942,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $13,768,871,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $186,547,000,000 | 3 |
| 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 | $4,096,408,000,000 | 1 |
| Managed Assets ($) | $2,094,688,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $7,397,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $564,959,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $558,824,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $53,170,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $741,024,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $156,011,000,000 | 1 |
| Other fiduciary accounts, managed assets | $13,303,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $19,560,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,001,720,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $30,945,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $132,255,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $885,424,000,000 | 2 |
| Other retirement accounts, non-managed assets | $291,716,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $494,000,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $17,646,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,323,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $630,917,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $37,884,312,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,953,915,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $177,173,000,000 | 3 |
| 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 | $3,775,686,000,000 | 1 |
| Managed Assets ($) | $1,893,897,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $7,226,000,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $474,117,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $513,032,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $49,663,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $695,907,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $141,312,000,000 | 1 |
| Other fiduciary accounts, managed assets | $12,640,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $19,420,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,881,789,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $30,138,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,635,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $838,630,000,000 | 2 |
| Other retirement accounts, non-managed assets | $247,532,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $345,000,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $17,936,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,968,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $608,605,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $35,819,817,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,410,854,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $166,832,000,000 | 3 |
| 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 | $3,766,195,000,000 | 1 |
| Managed Assets ($) | $1,835,375,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,926,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $455,801,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $511,662,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $48,546,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $663,981,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $138,594,000,000 | 1 |
| Other fiduciary accounts, managed assets | $9,865,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $18,867,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $1,930,820,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $28,033,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $121,302,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $828,536,000,000 | 2 |
| Other retirement accounts, non-managed assets | $244,114,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $285,000,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $17,863,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,693,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $678,994,000,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $34,431,742,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,053,046,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $163,092,000,000 | 3 |
| 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 | $3,750,555,000,000 | 1 |
| Managed Assets ($) | $1,656,694,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,287,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $395,293,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $475,986,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $42,940,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $608,141,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $120,096,000,000 | 1 |
| Other fiduciary accounts, managed assets | $7,951,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $17,957,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,093,861,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $24,813,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,166,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $782,318,000,000 | 2 |
| Other retirement accounts, non-managed assets | $458,090,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $285,000,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $16,614,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,061,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $684,514,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,349,449,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,674,026,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $148,802,000,000 | 3 |
| 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 | $3,468,768,000,000 | 1 |
| Managed Assets ($) | $1,586,127,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,849,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $365,033,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $463,364,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $43,298,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $594,488,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $105,932,000,000 | 1 |
| Other fiduciary accounts, managed assets | $8,163,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,778,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,882,641,000,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $25,602,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $90,834,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $646,429,000,000 | 2 |
| Other retirement accounts, non-managed assets | $442,467,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $165,000,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $16,233,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,717,000,000 | 2 |
| Other fiduciary accounts, non-managed assets | $650,194,000,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $29,482,755,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,739,472,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $143,381,000,000 | 3 |
| 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 | $7,264,563,000,000 | 1 |
| Managed Assets ($) | $1,404,564,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,312,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $310,773,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $428,052,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $42,384,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $529,244,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $81,459,000,000 | 1 |
| Other fiduciary accounts, managed assets | $7,340,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $18,336,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,859,999,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $22,979,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $717,394,000,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,625,226,000,000 | 1 |
| Other retirement accounts, non-managed assets | $1,110,483,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,188,000,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $15,226,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $217,554,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,147,949,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,919,337,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,780,030,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $137,290,000,000 | 3 |
| 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 | $7,734,153,000,000 | 1 |
| Managed Assets ($) | $1,650,721,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,395,000,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $376,875,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $491,630,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $47,996,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $623,101,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $95,008,000,000 | 1 |
| Other fiduciary accounts, managed assets | $9,716,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $19,503,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $6,083,432,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $27,421,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $780,341,000,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,683,362,000,000 | 1 |
| Other retirement accounts, non-managed assets | $1,153,693,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,283,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $18,022,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $221,228,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,196,082,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,052,567,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,071,601,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $152,654,000,000 | 3 |
| 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 | $7,538,573,000,000 | 1 |
| Managed Assets ($) | $1,573,977,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,830,000,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $366,710,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $459,980,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $57,638,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $585,734,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $88,703,000,000 | 1 |
| Other fiduciary accounts, managed assets | $9,382,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $30,945,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,964,596,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $26,964,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $762,044,000,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,663,506,000,000 | 1 |
| Other retirement accounts, non-managed assets | $1,096,867,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,016,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $17,575,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $216,980,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,177,644,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,750,046,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,740,448,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $145,837,000,000 | 3 |
| 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 | $7,411,618,000,000 | 1 |
| Managed Assets ($) | $1,561,126,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,837,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $364,949,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $458,052,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $51,314,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $583,190,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $87,919,000,000 | 1 |
| Other fiduciary accounts, managed assets | $9,865,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $22,991,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,850,492,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $26,497,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $734,492,000,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,550,997,000,000 | 1 |
| Other retirement accounts, non-managed assets | $1,125,769,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,018,000,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $17,925,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $209,035,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,182,759,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,751,715,000,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,524,688,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $145,029,000,000 | 3 |
| 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 | $7,297,899,000,000 | 1 |
| Managed Assets ($) | $1,517,543,000,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,769,000,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $346,645,000,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $444,056,000,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $51,724,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $574,692,000,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $84,201,000,000 | 1 |
| Other fiduciary accounts, managed assets | $10,456,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $23,290,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,780,356,000,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $27,007,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $744,457,000,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,534,364,000,000 | 1 |
| Other retirement accounts, non-managed assets | $1,060,465,000,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,284,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $18,130,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $208,942,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,183,707,000,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,750,709,000,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,436,493,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $161,931,000,000 | 3 |
| 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 | $7,165,095,525,000 | 1 |
| Managed Assets ($) | $1,379,681,815,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,257,832,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $300,114,552,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $414,110,964,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $49,614,459,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $525,536,497,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $75,661,614,000 | 1 |
| Other fiduciary accounts, managed assets | $9,385,897,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $22,135,735,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $5,785,413,710,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $25,183,634,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $721,913,470,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,636,569,004,000 | 1 |
| Other retirement accounts, non-managed assets | $1,078,102,161,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,499,723,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $17,051,895,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $206,777,861,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,096,315,962,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,819,246,415,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,180,064,349,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $138,535,373,000 | 3 |
| 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 | $7,641,849,642,000 | 1 |
| Managed Assets ($) | $1,565,619,992,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,985,128,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $341,640,892,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $462,793,577,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $56,025,899,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $604,454,231,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $83,841,533,000 | 1 |
| Other fiduciary accounts, managed assets | $10,878,732,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $23,698,148,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,076,229,650,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $26,971,324,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $756,728,550,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,801,646,807,000 | 1 |
| Other retirement accounts, non-managed assets | $1,133,580,305,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,732,266,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $19,229,604,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $216,845,778,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,117,495,016,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,731,373,935,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,522,103,013,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $150,124,858,000 | 3 |
| 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 | $7,677,552,424,000 | 1 |
| Managed Assets ($) | $1,521,039,385,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,871,381,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $330,885,398,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $457,811,644,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $58,197,169,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $579,857,881,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $77,502,368,000 | 1 |
| Other fiduciary accounts, managed assets | $10,913,544,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $25,593,780,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,156,513,039,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $26,190,192,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $811,255,863,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,781,892,990,000 | 1 |
| Other retirement accounts, non-managed assets | $1,160,521,635,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $4,131,614,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $18,944,911,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $213,984,809,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,139,591,025,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,494,827,476,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,538,500,201,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $148,479,026,000 | 3 |
| 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 | $7,671,535,323,000 | 1 |
| Managed Assets ($) | $1,506,052,344,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,852,461,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,236,363,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $456,269,953,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $57,095,812,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $566,247,702,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $71,333,592,000 | 1 |
| Other fiduciary accounts, managed assets | $11,016,461,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $25,444,658,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,165,482,979,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $27,076,909,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $806,558,967,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,777,035,672,000 | 1 |
| Other retirement accounts, non-managed assets | $1,160,366,583,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,939,719,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $19,403,345,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $221,388,019,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,149,713,765,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,880,022,837,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,592,345,531,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $147,324,621,000 | 3 |
| 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 | $7,638,282,561,000 | 1 |
| Managed Assets ($) | $1,563,227,119,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,983,425,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $337,309,694,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $479,106,094,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $58,373,293,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $585,902,616,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $84,955,672,000 | 1 |
| Other fiduciary accounts, managed assets | $11,596,325,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $25,568,489,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $6,075,055,442,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $28,294,122,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $811,913,096,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,726,659,529,000 | 1 |
| Other retirement accounts, non-managed assets | $1,135,082,796,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,875,701,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $20,161,475,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $215,770,167,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,133,298,556,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,772,274,142,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,369,110,267,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $160,602,828,000 | 3 |
| 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 | $7,369,334,109,000 | 1 |
| Managed Assets ($) | $1,505,393,986,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,717,118,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $319,777,196,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $472,286,694,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $56,633,201,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $566,778,222,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $72,745,906,000 | 1 |
| Other fiduciary accounts, managed assets | $11,455,649,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $24,424,918,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,863,940,123,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $29,182,633,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $792,771,095,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,652,365,562,000 | 1 |
| Other retirement accounts, non-managed assets | $1,098,418,746,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $4,334,220,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $20,643,991,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $215,900,656,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,050,323,220,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,945,375,695,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,108,063,196,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $147,510,811,000 | 3 |
| 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 | $7,249,054,405,000 | 1 |
| Managed Assets ($) | $1,474,299,512,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,847,848,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $322,940,660,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $457,504,537,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $55,454,731,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $552,545,936,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $69,387,521,000 | 1 |
| Other fiduciary accounts, managed assets | $10,618,279,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $24,050,477,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,774,754,893,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $29,784,768,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $859,065,853,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,587,269,173,000 | 1 |
| Other retirement accounts, non-managed assets | $1,038,527,403,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $4,267,473,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $20,289,590,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $206,969,152,000 | 1 |
| Other fiduciary accounts, non-managed assets | $1,028,581,481,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,019,564,311,000 | 1 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,610,935,274,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $143,521,059,000 | 3 |
| 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 | $7,098,844,520,000 | 1 |
| Managed Assets ($) | $1,472,786,288,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,322,138,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,451,728,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $603,960,154,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $37,038,807,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $445,183,046,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $40,754,349,000 | 1 |
| Other fiduciary accounts, managed assets | $2,076,066,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $21,259,597,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,626,058,232,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $33,196,550,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $843,991,207,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,558,883,729,000 | 1 |
| Other retirement accounts, non-managed assets | $970,654,008,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $4,163,368,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $20,143,856,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $204,464,646,000 | 1 |
| Other fiduciary accounts, non-managed assets | $990,560,868,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,019,707,084,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,171,140,129,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $141,811,390,000 | 3 |
| 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 | $6,886,098,237,000 | 1 |
| Managed Assets ($) | $1,407,263,737,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,995,261,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $320,633,166,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $545,430,423,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $63,527,658,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $434,024,804,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $36,655,862,000 | 1 |
| Other fiduciary accounts, managed assets | $1,996,563,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,917,724,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $5,478,834,500,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $35,410,540,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $837,849,511,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,473,046,032,000 | 1 |
| Other retirement accounts, non-managed assets | $914,611,601,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $4,057,105,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $20,059,463,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $199,634,833,000 | 1 |
| Other fiduciary accounts, non-managed assets | $994,165,415,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,244,894,806,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,047,426,143,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $139,636,252,000 | 2 |
| 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 | $6,882,183,433,000 | 1 |
| Managed Assets ($) | $1,345,533,357,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,001,469,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $301,218,844,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $525,696,015,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $67,423,246,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $408,621,670,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $34,802,802,000 | 1 |
| Other fiduciary accounts, managed assets | $2,769,311,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $18,510,004,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,536,650,076,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $37,056,133,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $841,566,109,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,515,578,338,000 | 1 |
| Other retirement accounts, non-managed assets | $944,965,642,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $4,983,039,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $22,183,955,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $201,625,552,000 | 1 |
| Other fiduciary accounts, non-managed assets | $968,691,308,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,614,666,915,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,341,437,799,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $141,225,012,000 | 2 |
| 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 | $6,641,620,941,000 | 1 |
| Managed Assets ($) | $1,210,361,940,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,906,011,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $291,889,644,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $453,081,249,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $70,263,431,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $353,411,821,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $34,168,511,000 | 1 |
| Other fiduciary accounts, managed assets | $2,641,273,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,703,862,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,431,259,001,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $57,389,435,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $845,875,825,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,423,511,345,000 | 1 |
| Other retirement accounts, non-managed assets | $920,357,310,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $4,000,970,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $23,766,970,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $198,638,556,000 | 1 |
| Other fiduciary accounts, non-managed assets | $957,718,590,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,315,254,598,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,478,510,999,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $137,853,770,000 | 2 |
| 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 | $6,341,762,834,000 | 1 |
| Managed Assets ($) | $1,199,591,745,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,913,353,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $283,452,759,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $446,521,110,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $90,646,116,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $338,272,687,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $33,152,580,000 | 1 |
| Other fiduciary accounts, managed assets | $2,633,140,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,518,303,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,142,171,089,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $43,769,823,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $795,786,016,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,276,530,727,000 | 1 |
| Other retirement accounts, non-managed assets | $866,572,139,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,940,742,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $24,343,573,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $195,694,279,000 | 1 |
| Other fiduciary accounts, non-managed assets | $935,533,790,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,762,567,402,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,209,530,223,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $133,136,648,000 | 2 |
| 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 | $6,823,744,733,000 | 1 |
| Managed Assets ($) | $1,234,045,124,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,253,067,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $275,765,118,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $450,235,919,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $121,096,455,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $335,903,016,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $32,268,919,000 | 1 |
| Other fiduciary accounts, managed assets | $13,522,630,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,091,477,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $5,589,699,609,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $44,800,910,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $834,164,741,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,517,151,661,000 | 1 |
| Other retirement accounts, non-managed assets | $975,147,401,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,701,271,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $25,182,544,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $209,895,175,000 | 1 |
| Other fiduciary accounts, non-managed assets | $979,655,906,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,874,294,082,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,453,772,573,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $139,515,793,000 | 2 |
| 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 | $6,721,513,578,000 | 1 |
| Managed Assets ($) | $1,251,503,524,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,140,926,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $266,747,789,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $454,128,343,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $127,280,260,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $353,157,183,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $32,514,733,000 | 1 |
| Other fiduciary accounts, managed assets | $12,534,290,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,245,202,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,470,010,054,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $45,370,269,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $818,838,249,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,494,417,075,000 | 1 |
| Other retirement accounts, non-managed assets | $911,600,799,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,666,573,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $25,363,246,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $209,168,028,000 | 1 |
| Other fiduciary accounts, non-managed assets | $961,585,815,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,835,466,782,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,464,585,974,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $138,528,896,000 | 2 |
| 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 | $7,162,946,401,000 | 1 |
| Managed Assets ($) | $1,341,978,315,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,623,208,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $285,801,760,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $490,035,226,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $133,347,830,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $381,740,811,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $31,986,011,000 | 1 |
| Other fiduciary accounts, managed assets | $13,443,469,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $14,290,526,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,820,968,086,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $48,042,427,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $877,357,275,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,671,583,177,000 | 1 |
| Other retirement accounts, non-managed assets | $988,629,707,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $4,003,815,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $27,664,718,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $229,650,528,000 | 1 |
| Other fiduciary accounts, non-managed assets | $974,036,439,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,795,565,705,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,708,890,627,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $150,476,929,000 | 2 |
| 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 | $7,098,666,114,000 | 1 |
| Managed Assets ($) | $1,398,694,433,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,927,406,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $296,126,265,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $503,424,668,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $140,931,853,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $406,627,342,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $31,821,397,000 | 1 |
| Other fiduciary accounts, managed assets | $13,835,502,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $16,227,956,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,699,971,681,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $49,051,632,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $865,219,320,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,606,768,521,000 | 1 |
| Other retirement accounts, non-managed assets | $794,147,116,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $28,307,085,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,160,476,000 | 3 |
| Other fiduciary accounts, non-managed assets | $1,347,317,531,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,785,682,198,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,650,566,949,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $149,218,049,000 | 2 |
| 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 | $7,208,804,330,000 | 1 |
| Managed Assets ($) | $1,431,028,292,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,921,825,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $299,440,780,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $496,210,155,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $143,412,827,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $440,935,744,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $31,295,884,000 | 1 |
| Other fiduciary accounts, managed assets | $13,811,077,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,973,701,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $5,777,776,038,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $47,842,965,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $857,463,677,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,349,234,604,000 | 1 |
| Other retirement accounts, non-managed assets | $1,125,971,181,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $28,187,286,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,958,551,000 | 3 |
| Other fiduciary accounts, non-managed assets | $1,360,117,774,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,480,727,797,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,648,768,615,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $149,218,846,000 | 2 |
| 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 | $7,192,317,986,000 | 1 |
| Managed Assets ($) | $1,362,230,741,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,707,027,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $289,099,105,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $486,086,930,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $139,001,501,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $397,763,924,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $31,173,261,000 | 1 |
| Other fiduciary accounts, managed assets | $13,398,993,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,471,170,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,830,087,245,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $48,049,835,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $859,882,784,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,339,873,146,000 | 1 |
| Other retirement accounts, non-managed assets | $1,159,234,002,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $28,838,315,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,936,272,000 | 3 |
| Other fiduciary accounts, non-managed assets | $1,385,272,891,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,737,858,206,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,805,231,737,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $148,904,983,000 | 2 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,942,463,978,000 | 1 |
| Managed Assets ($) | $1,388,764,556,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,009,082,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $292,593,139,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $508,805,602,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $143,228,365,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $392,344,231,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $32,156,404,000 | 1 |
| Other fiduciary accounts, managed assets | $13,627,733,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $15,125,636,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,553,699,422,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $48,609,014,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $843,151,518,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,250,089,302,000 | 1 |
| Other retirement accounts, non-managed assets | $1,062,713,078,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $29,786,132,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,336,849,000 | 4 |
| Other fiduciary accounts, non-managed assets | $1,310,013,529,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,952,836,248,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,846,460,036,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $148,642,651,000 | 2 |
| 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 | $6,917,223,646,000 | 1 |
| Managed Assets ($) | $1,351,546,422,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,761,225,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $291,189,632,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $491,901,907,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $142,433,986,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $376,553,566,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $30,815,013,000 | 1 |
| Other fiduciary accounts, managed assets | $12,891,093,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $14,993,906,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,565,677,224,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $48,022,116,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $811,917,176,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,193,674,387,000 | 1 |
| Other retirement accounts, non-managed assets | $1,124,688,805,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $30,985,115,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,545,705,000 | 4 |
| Other fiduciary accounts, non-managed assets | $1,346,843,920,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,057,695,896,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,636,630,451,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $145,073,496,000 | 3 |
| 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 | $6,568,675,518,000 | 1 |
| Managed Assets ($) | $1,115,783,188,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,863,852,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $277,998,030,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $470,840,046,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $127,353,697,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $202,602,795,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $28,295,186,000 | 1 |
| Other fiduciary accounts, managed assets | $3,829,582,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,028,111,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $13,849,298,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $5,452,892,330,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $52,642,949,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $800,341,991,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,173,687,914,000 | 1 |
| Other retirement accounts, non-managed assets | $1,093,820,507,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $32,281,585,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,320,703,000 | 4 |
| Other fiduciary accounts, non-managed assets | $1,290,796,681,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,196,860,931,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,360,354,385,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $144,545,748,000 | 3 |
| 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 | $6,178,287,336,000 | 1 |
| Managed Assets ($) | $1,074,125,599,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,335,088,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $258,614,225,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $459,897,786,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $121,955,719,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $196,683,088,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $28,202,629,000 | 1 |
| Other fiduciary accounts, managed assets | $4,437,064,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,129,274,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $11,674,701,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,104,161,737,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $53,058,053,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $762,847,728,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,011,997,431,000 | 1 |
| Other retirement accounts, non-managed assets | $1,013,284,643,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $31,288,573,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,642,516,000 | 4 |
| Other fiduciary accounts, non-managed assets | $1,223,042,793,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,226,225,017,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,990,812,492,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $138,070,803,000 | 3 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,544,965,243,000 | 1 |
| Managed Assets ($) | $1,050,871,826,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,428,967,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $248,834,487,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $448,814,569,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $125,127,861,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $188,745,252,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $30,589,645,000 | 1 |
| Other fiduciary accounts, managed assets | $4,331,045,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,987,563,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | $13,404,636,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,494,093,417,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $51,291,007,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $642,459,887,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,892,379,479,000 | 1 |
| Other retirement accounts, non-managed assets | $921,034,808,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $30,316,830,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,311,926,000 | 4 |
| Other fiduciary accounts, non-managed assets | $948,299,480,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,583,665,578,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,636,903,675,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $137,651,521,000 | 3 |
| 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 | $5,498,965,889,000 | 1 |
| Managed Assets ($) | $1,049,755,752,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,453,631,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $243,532,699,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $447,236,062,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $125,962,285,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $190,301,418,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $33,462,000,000 | 1 |
| Other fiduciary accounts, managed assets | $4,807,657,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,091,762,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $13,576,605,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,449,210,137,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $51,080,013,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $640,646,280,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,856,484,752,000 | 1 |
| Other retirement accounts, non-managed assets | $904,338,696,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $31,673,392,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,387,563,000 | 4 |
| Other fiduciary accounts, non-managed assets | $956,599,441,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,362,066,399,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,545,749,664,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $136,363,699,000 | 3 |
| 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 | $5,263,271,255,000 | 1 |
| Managed Assets ($) | $980,750,211,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,895,796,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $229,246,561,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $426,625,663,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $106,826,715,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $179,584,002,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $30,143,933,000 | 1 |
| Other fiduciary accounts, managed assets | $4,427,541,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,937,214,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $13,519,401,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $4,282,521,044,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $50,562,665,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $611,142,684,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,813,284,603,000 | 1 |
| Other retirement accounts, non-managed assets | $848,092,490,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $30,577,822,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,001,695,000 | 4 |
| Other fiduciary accounts, non-managed assets | $920,859,085,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,586,168,767,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,394,097,821,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $133,513,737,000 | 3 |
| 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 | $5,217,140,044,000 | 1 |
| Managed Assets ($) | $969,380,809,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,809,413,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $228,347,014,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $419,522,654,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $110,910,193,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $170,049,908,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | $30,996,687,000 | 1 |
| Other fiduciary accounts, managed assets | $5,744,940,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,956,652,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $11,653,488,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,247,759,235,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $48,031,443,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $602,822,377,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,813,459,239,000 | 1 |
| Other retirement accounts, non-managed assets | $823,001,906,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $31,077,390,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,138,464,000 | 3 |
| Other fiduciary accounts, non-managed assets | $921,228,416,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,908,319,627,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,162,639,291,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $135,491,505,000 | 2 |
| 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 | $4,928,869,101,000 | 1 |
| Managed Assets ($) | $934,373,991,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,574,176,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,318,894,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $405,254,485,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $110,263,568,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $165,166,541,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $32,697,506,000 | 1 |
| Other fiduciary accounts, managed assets | $6,098,821,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $10,019,657,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $11,520,596,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,994,495,110,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $45,621,426,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $575,445,988,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,728,750,602,000 | 1 |
| Other retirement accounts, non-managed assets | $706,009,097,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $32,194,915,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,175,565,000 | 3 |
| Other fiduciary accounts, non-managed assets | $899,297,517,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,172,827,969,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,906,477,698,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $131,227,280,000 | 2 |
| 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 | $5,140,983,319,000 | 1 |
| Managed Assets ($) | $983,708,329,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,688,963,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $214,213,004,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $445,106,530,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $115,861,902,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $165,272,770,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $33,462,254,000 | 1 |
| Other fiduciary accounts, managed assets | $6,102,906,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $11,022,551,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $12,434,378,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,157,274,990,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $46,095,386,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $600,803,096,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,795,129,665,000 | 1 |
| Other retirement accounts, non-managed assets | $764,635,398,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $33,017,286,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,373,702,000 | 3 |
| Other fiduciary accounts, non-managed assets | $910,220,457,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,787,525,716,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,239,476,247,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $138,524,005,000 | 2 |
| 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 | $4,887,604,273,000 | 1 |
| Managed Assets ($) | $968,453,921,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,477,021,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $197,726,527,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $417,689,611,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $126,169,786,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $184,428,501,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $32,771,949,000 | 1 |
| Other fiduciary accounts, managed assets | $6,190,526,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,649,608,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $11,220,840,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $3,919,150,352,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $45,062,350,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $568,317,413,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,701,316,214,000 | 1 |
| Other retirement accounts, non-managed assets | $688,608,468,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $31,754,790,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,864,258,000 | 2 |
| Other fiduciary accounts, non-managed assets | $877,226,859,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,676,046,593,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,859,308,614,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $110,586,423,000 | 3 |
| 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 | $4,285,027,960,000 | 1 |
| Managed Assets ($) | $1,002,671,373,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,633,647,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $179,264,771,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $412,620,916,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $130,003,300,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $236,324,940,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $32,649,361,000 | 1 |
| Other fiduciary accounts, managed assets | $8,174,438,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,831,786,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $10,552,721,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,282,356,587,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $27,559,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $548,252,335,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,291,235,950,000 | 1 |
| Other retirement accounts, non-managed assets | $639,345,290,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $35,718,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,440,000 | 48 |
| Other fiduciary accounts, non-managed assets | $803,444,295,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,995,815,980,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,964,622,641,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $109,567,608,000 | 3 |
| 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 | $5,197,411,576,000 | 1 |
| Managed Assets ($) | $1,128,752,203,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,199,690,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $194,390,178,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $487,743,114,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $130,244,279,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $267,948,899,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $35,727,250,000 | 1 |
| Other fiduciary accounts, managed assets | $8,498,793,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,764,329,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $13,459,222,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,068,659,373,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $30,989,000 | 129 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $583,941,645,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,900,113,695,000 | 1 |
| Other retirement accounts, non-managed assets | $712,448,496,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $42,815,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,628,000 | 49 |
| Other fiduciary accounts, non-managed assets | $872,065,105,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,326,587,078,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,159,022,303,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $125,142,531,000 | 3 |
| 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 | $5,195,613,347,000 | 1 |
| Managed Assets ($) | $1,154,444,482,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,227,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $197,493,886,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $477,584,678,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $126,819,126,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $300,352,076,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $38,842,348,000 | 1 |
| Other fiduciary accounts, managed assets | $9,125,368,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,315,906,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $13,148,205,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,041,168,865,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $32,310,000 | 128 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $570,771,116,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,853,324,362,000 | 1 |
| Other retirement accounts, non-managed assets | $732,878,449,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $51,640,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,480,000 | 56 |
| Other fiduciary accounts, non-managed assets | $884,096,508,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,201,374,982,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,883,352,438,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $123,563,368,000 | 3 |
| 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 | $4,406,916,550,000 | 1 |
| Managed Assets ($) | $1,096,940,216,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,057,480,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,103,396,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $445,822,007,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $117,230,846,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $294,775,739,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $37,505,883,000 | 1 |
| Other fiduciary accounts, managed assets | $10,444,865,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $10,321,307,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $3,309,976,334,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $32,999,000 | 142 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $454,179,308,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,492,443,565,000 | 1 |
| Other retirement accounts, non-managed assets | $657,139,127,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $47,898,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,572,000 | 71 |
| Other fiduciary accounts, non-managed assets | $706,121,865,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,358,281,712,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,496,285,664,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $118,115,047,000 | 3 |
| 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 | $4,307,323,443,000 | 1 |
| Managed Assets ($) | $1,131,742,828,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,949,774,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,165,781,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $447,361,659,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $96,140,988,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $362,040,327,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $36,966,396,000 | 1 |
| Other fiduciary accounts, managed assets | $12,117,903,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $50,788,877,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $3,128,548,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,175,580,615,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $31,096,000 | 124 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $424,642,890,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,385,019,774,000 | 1 |
| Other retirement accounts, non-managed assets | $651,209,437,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $44,059,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,007,000 | 67 |
| Other fiduciary accounts, non-managed assets | $714,624,352,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,204,650,602,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,957,723,821,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $155,886,816,000 | 2 |
| 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 | $4,068,655,971,000 | 1 |
| Managed Assets ($) | $1,087,250,274,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,688,992,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,768,848,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $402,408,960,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $96,327,361,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $366,870,056,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $35,344,178,000 | 1 |
| Other fiduciary accounts, managed assets | $15,841,879,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $46,295,007,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $2,953,454,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,981,405,697,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $28,531,000 | 126 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $426,525,859,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,357,575,181,000 | 1 |
| Other retirement accounts, non-managed assets | $506,134,101,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $37,994,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,604,000 | 65 |
| Other fiduciary accounts, non-managed assets | $691,094,427,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,357,433,699,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,781,121,384,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $47,705,506,000 | 2 |
| 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 | $4,208,566,527,000 | 1 |
| Managed Assets ($) | $1,170,656,776,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,982,753,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,816,924,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $453,979,240,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $96,259,899,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $382,948,983,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $40,588,036,000 | 1 |
| Other fiduciary accounts, managed assets | $22,080,941,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $50,467,599,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $2,657,796,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,037,909,751,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $30,609,000 | 130 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $443,930,914,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,358,440,794,000 | 1 |
| Other retirement accounts, non-managed assets | $518,719,713,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $42,886,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,944,000 | 69 |
| Other fiduciary accounts, non-managed assets | $716,734,891,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,236,247,023,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,330,237,731,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $48,821,701,000 | 2 |
| 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 | $4,088,276,109,000 | 1 |
| Managed Assets ($) | $1,135,276,449,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,941,902,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,465,380,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $444,506,625,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $93,568,569,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $372,432,819,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | $37,608,799,000 | 1 |
| Other fiduciary accounts, managed assets | $24,752,355,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $50,101,981,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $2,555,239,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $50,101,981,000 | 2 |
| Non-managed Assets ($) | $2,952,999,660,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $301,738,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $431,901,605,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,318,152,039,000 | 1 |
| Other retirement accounts, non-managed assets | $517,492,595,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $94,729,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,509,000 | 33 |
| Other fiduciary accounts, non-managed assets | $685,014,445,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,947,497,787,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,288,803,891,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $56,046,361,000 | 2 |
| 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 | $4,241,822,959,000 | 1 |
| Managed Assets ($) | $1,380,514,892,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,216,041,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,241,321,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $458,545,283,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $283,491,878,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $449,844,732,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $32,175,637,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $406,996,727,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,861,308,067,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $52,938,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $421,683,248,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,275,897,835,000 | 1 |
| Other retirement accounts, non-managed assets | $494,904,598,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $668,769,448,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,507,143,925,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,116,574,268,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,986,852,353,000 | 1 |
| Managed Assets ($) | $1,293,417,283,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,915,843,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $105,871,803,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $423,427,253,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $279,647,306,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $439,936,689,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,618,389,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $396,193,141,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,693,435,070,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $48,089,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $387,611,486,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,205,728,838,000 | 1 |
| Other retirement accounts, non-managed assets | $470,803,034,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $629,243,623,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,819,351,524,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,913,165,028,000 | 4 |
| 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 | $3,608,543,584,000 | 1 |
| Managed Assets ($) | $1,169,515,410,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,719,037,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,301,934,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $387,676,059,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $247,341,946,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $420,464,956,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $30,011,478,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $352,400,453,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,439,028,174,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $40,578,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $346,585,064,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,111,775,394,000 | 1 |
| Other retirement accounts, non-managed assets | $388,270,166,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $592,356,972,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,953,734,915,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,378,422,742,000 | 4 |
| 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 | $4,263,761,485,000 | 1 |
| Managed Assets ($) | $1,177,294,527,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,137,798,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,652,129,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $493,598,704,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $242,046,568,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $318,639,691,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $33,219,637,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $371,490,454,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,086,466,958,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $43,128,000 | 133 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $376,800,081,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,216,179,642,000 | 1 |
| Other retirement accounts, non-managed assets | $864,878,512,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $628,565,595,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,099,455,761,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,640,215,550,000 | 4 |
| 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 | $5,102,144,437,000 | 1 |
| Managed Assets ($) | $1,434,709,086,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,250,150,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,680,179,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $620,687,048,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $294,301,292,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $361,800,093,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,990,324,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $507,366,778,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,667,435,351,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $88,041,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $473,129,336,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,552,621,086,000 | 1 |
| Other retirement accounts, non-managed assets | $933,884,567,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $707,712,321,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,504,033,910,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,438,747,326,000 | 4 |
| 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 | $5,557,551,180,000 | 1 |
| Managed Assets ($) | $1,658,903,073,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,166,720,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,791,986,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $791,728,977,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $304,423,996,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $391,751,217,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $58,040,177,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $501,701,444,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,898,648,107,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $99,795,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $492,350,053,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,629,818,878,000 | 1 |
| Other retirement accounts, non-managed assets | $1,020,260,787,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $756,118,594,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,809,380,994,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,901,679,177,000 | 4 |
| 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 | $5,362,486,317,000 | 1 |
| Managed Assets ($) | $1,730,017,361,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,923,800,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,883,041,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $805,085,202,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $294,017,057,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $449,300,092,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $65,808,169,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $546,330,560,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,632,468,956,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 362 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $486,224,004,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,543,446,131,000 | 1 |
| Other retirement accounts, non-managed assets | $851,149,169,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $751,649,652,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,712,760,727,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,802,391,083,000 | 4 |
| 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 | $5,903,499,496,000 | 1 |
| Managed Assets ($) | $1,850,775,808,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,652,494,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,390,259,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $814,153,168,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $319,024,225,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $517,371,651,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $68,184,011,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $619,036,537,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,052,723,688,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 969 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $500,933,230,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,748,166,516,000 | 1 |
| Other retirement accounts, non-managed assets | $1,125,857,045,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $677,766,897,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,492,147,394,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,768,997,718,000 | 4 |
| 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 | $5,963,280,906,000 | 1 |
| Managed Assets ($) | $1,916,518,532,000 | 1 |
| Personal trust and agency accounts, managed assets | $7,219,794,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,858,861,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $858,014,868,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $312,566,463,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $530,022,983,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $78,835,563,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $643,369,352,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,046,762,374,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 344 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $543,178,282,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,777,490,279,000 | 1 |
| Other retirement accounts, non-managed assets | $1,078,359,315,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $647,734,498,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,550,138,662,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,754,342,898,000 | 4 |
| 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 | $6,029,017,575,000 | 1 |
| Managed Assets ($) | $1,870,833,135,000 | 1 |
| Personal trust and agency accounts, managed assets | $7,194,755,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,751,903,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $876,119,994,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $298,772,509,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $479,407,207,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $77,586,767,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $590,515,252,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,158,184,440,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 353 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $567,454,765,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,807,701,148,000 | 1 |
| Other retirement accounts, non-managed assets | $1,138,587,081,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $644,441,446,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,170,554,901,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,435,897,865,000 | 4 |
| 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 | $5,889,368,476,000 | 1 |
| Managed Assets ($) | $1,787,539,746,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,380,067,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $128,259,330,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $856,295,301,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $257,767,007,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $462,439,319,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $76,398,722,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $572,095,756,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,101,828,730,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $519,040,853,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,764,377,644,000 | 1 |
| Other retirement accounts, non-managed assets | $1,196,863,852,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $621,546,381,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,680,593,748,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,268,920,531,000 | 4 |
| 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 | $5,589,705,053,000 | 1 |
| Managed Assets ($) | $1,693,456,008,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,429,207,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,214,944,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $817,082,532,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $215,558,019,000 | 1 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $449,987,766,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $82,183,540,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $549,161,819,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,896,249,045,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 983 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $510,739,466,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,598,999,940,000 | 1 |
| Other retirement accounts, non-managed assets | $697,159,769,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,089,349,870,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,415,917,273,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,179,823,272,000 | 4 |
| 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 | $5,292,679,840,000 | 1 |
| Managed Assets ($) | $1,590,267,331,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,036,713,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,396,205,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $787,994,935,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $189,390,135,000 | 1 |
| Corporate trust and agency accounts, managed assets | $19,370,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $406,693,174,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $78,736,799,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $501,350,704,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,702,412,509,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 336 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $487,113,351,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,514,930,368,000 | 1 |
| Other retirement accounts, non-managed assets | $646,195,378,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $2,397,293,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,051,776,119,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,008,767,416,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,012,097,513,000 | 4 |
| 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 | $5,176,194,179,000 | 1 |
| Managed Assets ($) | $1,497,824,854,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,538,987,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,862,525,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $763,513,947,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $178,777,017,000 | 1 |
| Corporate trust and agency accounts, managed assets | $18,039,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $363,674,073,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $71,440,266,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $469,851,583,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,678,369,325,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 342 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $458,140,366,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,332,212,626,000 | 1 |
| Other retirement accounts, non-managed assets | $882,885,489,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $2,065,639,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,003,065,205,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,671,742,293,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,958,222,177,000 | 2 |
| 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 | $5,202,410,951,000 | 1 |
| Managed Assets ($) | $1,545,668,633,000 | 1 |
| Personal trust and agency accounts, managed assets | $5,437,938,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $92,526,477,000 | 1 |
| Employee benefit-defined benefit accounts, managed assets | $778,290,855,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $175,609,908,000 | 1 |
| Corporate trust and agency accounts, managed assets | $17,734,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $417,930,232,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $75,855,489,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $374,227,609,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,656,742,318,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 351 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $455,387,943,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,342,099,678,000 | 1 |
| Other retirement accounts, non-managed assets | $882,793,263,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $5,930,429,000 | 21 |
| 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 | $970,531,005,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,377,719,987,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,639,302,453,000 | 3 |
| 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 | $4,789,237,391,000 | 1 |
| Managed Assets ($) | $1,398,242,743,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,718,811,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,182,771,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $730,821,689,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $152,000,305,000 | 1 |
| Corporate trust and agency accounts, managed assets | $18,739,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $408,359,232,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $60,141,196,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $383,749,284,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,390,994,648,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $430,162,577,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,188,252,616,000 | 1 |
| Other retirement accounts, non-managed assets | $886,211,939,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $5,577,136,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $880,790,380,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,723,641,724,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,440,181,070,000 | 3 |
| 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 | $4,720,118,465,000 | 1 |
| Managed Assets ($) | $1,360,179,555,000 | 1 |
| Personal trust and agency accounts, managed assets | $4,066,852,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,529,190,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $725,926,196,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $145,559,500,000 | 1 |
| Corporate trust and agency accounts, managed assets | $18,745,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $380,975,435,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $59,103,637,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $359,160,542,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,359,938,910,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 337 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $430,685,929,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,198,721,263,000 | 1 |
| Other retirement accounts, non-managed assets | $842,212,160,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $5,326,290,000 | 20 |
| 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 | $882,993,268,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,405,386,654,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,363,393,146,000 | 3 |
| 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 | $4,743,665,071,000 | 1 |
| Managed Assets ($) | $1,311,399,444,000 | 1 |
| Personal trust and agency accounts, managed assets | $6,351,932,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,649,160,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $701,768,842,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $122,599,798,000 | 1 |
| Corporate trust and agency accounts, managed assets | $17,814,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $374,249,605,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $63,762,293,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $339,490,462,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,432,265,627,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $415,547,977,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,279,945,798,000 | 1 |
| Other retirement accounts, non-managed assets | $801,451,221,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $5,865,018,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $929,455,613,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,413,590,552,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,826,143,119,000 | 1 |
| 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 | $4,883,166,530,000 | 1 |
| Managed Assets ($) | $1,302,966,741,000 | 1 |
| Personal trust and agency accounts, managed assets | $3,002,233,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,969,014,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $726,827,128,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $124,688,682,000 | 1 |
| Corporate trust and agency accounts, managed assets | $17,131,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $349,709,485,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $53,753,068,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $368,841,645,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,580,199,789,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $417,955,819,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,378,176,576,000 | 1 |
| Other retirement accounts, non-managed assets | $861,871,091,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $5,851,703,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $916,344,600,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,042,645,353,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,690,906,912,000 | 1 |
| 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 | $4,296,433,124,000 | 1 |
| Managed Assets ($) | $1,258,826,554,000 | 1 |
| Personal trust and agency accounts, managed assets | $7,065,981,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,422,176,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $724,094,158,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $114,184,277,000 | 1 |
| Corporate trust and agency accounts, managed assets | $17,036,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $353,037,792,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,005,134,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $303,698,254,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,037,606,570,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $244,244,167,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,229,006,747,000 | 1 |
| Other retirement accounts, non-managed assets | $604,447,482,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $8,344,539,000 | 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 | $951,563,635,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,667,073,389,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,278,616,532,000 | 2 |
| 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 | $4,251,374,751,000 | 1 |
| Managed Assets ($) | $1,173,733,408,000 | 1 |
| Personal trust and agency accounts, managed assets | $9,721,417,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $40,924,386,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $671,471,636,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $101,760,171,000 | 1 |
| Corporate trust and agency accounts, managed assets | $293,343,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $336,674,448,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,888,007,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $275,352,606,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,077,641,343,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $375,168,832,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,199,028,602,000 | 1 |
| Other retirement accounts, non-managed assets | $568,361,052,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $8,729,512,000 | 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 | $926,353,345,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,352,969,170,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,069,621,561,000 | 2 |
| 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 | $4,304,247,128,000 | 1 |
| Managed Assets ($) | $1,161,195,806,000 | 1 |
| Personal trust and agency accounts, managed assets | $9,725,362,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,937,938,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $670,300,826,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $100,571,417,000 | 1 |
| Corporate trust and agency accounts, managed assets | $14,671,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $323,835,095,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,810,497,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $299,145,184,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,143,051,322,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $371,207,690,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,207,512,627,000 | 1 |
| Other retirement accounts, non-managed assets | $544,444,522,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $7,528,419,000 | 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 | $1,012,358,064,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,287,307,201,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,939,187,992,000 | 2 |
| 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 | $4,102,927,073,000 | 1 |
| Managed Assets ($) | $1,190,764,428,000 | 1 |
| Personal trust and agency accounts, managed assets | $16,959,284,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,960,589,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $698,368,099,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $105,147,750,000 | 1 |
| Corporate trust and agency accounts, managed assets | $14,875,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $312,151,217,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,162,614,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $291,286,704,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,912,162,645,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $386,024,160,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,302,292,243,000 | 1 |
| Other retirement accounts, non-managed assets | $559,081,839,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $18,720,818,000 | 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 | $646,043,585,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,021,532,840,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,724,613,614,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,728,215,147,000 | 1 |
| Managed Assets ($) | $1,057,099,205,000 | 1 |
| Personal trust and agency accounts, managed assets | $9,864,524,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,346,937,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $645,654,710,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $97,625,944,000 | 1 |
| Corporate trust and agency accounts, managed assets | $15,071,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $248,177,285,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,414,734,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $225,749,680,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,671,115,942,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $362,261,762,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,154,124,994,000 | 1 |
| Other retirement accounts, non-managed assets | $544,271,043,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $18,483,080,000 | 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 | $591,975,063,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,546,613,455,000 | 3 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,538,621,652,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,172,990,806,000 | 1 |
| Managed Assets ($) | $910,903,573,000 | 1 |
| Personal trust and agency accounts, managed assets | $9,473,291,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,366,946,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $564,267,377,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $82,846,706,000 | 1 |
| Corporate trust and agency accounts, managed assets | $14,283,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $200,605,640,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,329,330,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $182,489,119,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,262,087,233,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $328,297,488,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,071,969,800,000 | 1 |
| Other retirement accounts, non-managed assets | $416,923,883,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $18,442,182,000 | 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 | $426,453,880,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,973,229,162,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,085,072,297,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,159,081,653,000 | 1 |
| Managed Assets ($) | $833,553,707,000 | 1 |
| Personal trust and agency accounts, managed assets | $9,129,186,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,599,137,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $523,466,556,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $76,656,820,000 | 1 |
| Corporate trust and agency accounts, managed assets | $729,082,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $167,704,343,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,268,583,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $172,961,643,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,325,527,946,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $8,911,200,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $305,666,849,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,093,181,130,000 | 1 |
| Other retirement accounts, non-managed assets | $394,776,343,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $17,831,114,000 | 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 | $505,161,310,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,364,329,967,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,108,213,985,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,797,169,461,000 | 1 |
| Managed Assets ($) | $725,809,008,000 | 1 |
| Personal trust and agency accounts, managed assets | $8,432,901,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,094,041,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $435,939,138,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $70,426,570,000 | 1 |
| Corporate trust and agency accounts, managed assets | $12,780,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $166,771,779,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,131,799,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $143,675,947,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,071,360,453,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $8,343,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $286,527,473,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $980,017,167,000 | 1 |
| Other retirement accounts, non-managed assets | $337,501,784,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $3,705,682,000 | 31 |
| 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 | $455,265,347,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,946,501,923,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $911,931,300,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,937,009,454,000 | 1 |
| Managed Assets ($) | $712,056,561,000 | 1 |
| Personal trust and agency accounts, managed assets | $8,733,732,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,680,124,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $424,758,153,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $70,552,423,000 | 1 |
| Corporate trust and agency accounts, managed assets | $12,755,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $163,729,571,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,589,803,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $141,158,144,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,224,952,893,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $867,105,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $283,765,869,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $986,753,921,000 | 1 |
| Other retirement accounts, non-managed assets | $328,603,701,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $166,105,483,000 | 3 |
| 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 | $458,856,814,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,955,294,093,000 | 2 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $906,096,646,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,970,062,706,000 | 1 |
| Managed Assets ($) | $716,566,375,000 | 1 |
| Personal trust and agency accounts, managed assets | $1,297,577,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,366,147,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $440,395,694,000 | 1 |
| Other employee benefit and retirement-related accounts, managed assets | $66,858,891,000 | 1 |
| Corporate trust and agency accounts, managed assets | $11,728,000 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $166,826,851,000 | 1 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,809,487,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,253,496,331,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $0 | 992 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $312,458,705,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $960,367,750,000 | 1 |
| Other retirement accounts, non-managed assets | $327,885,478,000 | 1 |
| Corporate trust and agency accounts, non-managed assets | $151,645,339,000 | 4 |
| 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 | $501,139,059,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,888,160,175,000 | 2 |
| 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 |