| 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 | $6,694,562,000 | 95 |
| Managed Assets ($) | $4,271,145,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,643,256,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 407 |
| Employee benefit-defined benefit accounts, managed assets | $4,841,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $16,648,000 | 405 |
| Corporate trust and agency accounts, managed assets | $106,724,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $2,252,634,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $247,042,000 | 81 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $16,648,000 | 399 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $2,423,417,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $407,926,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000 | 348 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,594,000 | 58 |
| Other retirement accounts, non-managed assets | $1,475,000 | 470 |
| Corporate trust and agency accounts, non-managed assets | $1,931,417,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,903,746,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $1,475,000 | 501 |
| 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 | $6,848,545,000 | 93 |
| Managed Assets ($) | $4,105,830,000 | 86 |
| Personal trust and agency accounts, managed assets | $1,645,146,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,604,000 | 234 |
| Employee benefit-defined benefit accounts, managed assets | $4,522,000 | 157 |
| Other employee benefit and retirement-related accounts, managed assets | $17,243,000 | 281 |
| Corporate trust and agency accounts, managed assets | $100,087,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $2,099,564,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $237,664,000 | 81 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $17,243,000 | 281 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,742,715,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $383,736,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000 | 244 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,949,000 | 55 |
| Other retirement accounts, non-managed assets | $1,439,000 | 272 |
| Corporate trust and agency accounts, non-managed assets | $2,280,586,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,176,754,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $1,439,000 | 273 |
| 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 | $6,711,677,000 | 91 |
| Managed Assets ($) | $4,259,425,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,695,262,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,495,000 | 216 |
| Employee benefit-defined benefit accounts, managed assets | $4,576,000 | 173 |
| Other employee benefit and retirement-related accounts, managed assets | $17,813,000 | 338 |
| Corporate trust and agency accounts, managed assets | $99,248,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $2,185,769,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $251,262,000 | 79 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $17,813,000 | 339 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,452,252,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $381,568,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,629,000 | 60 |
| Other retirement accounts, non-managed assets | $1,585,000 | 315 |
| Corporate trust and agency accounts, non-managed assets | $1,986,465,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,605,830,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $1,585,000 | 323 |
| 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 | $6,600,427,000 | 99 |
| Managed Assets ($) | $4,268,727,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,698,592,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,352,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $4,454,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $17,429,000 | 284 |
| Corporate trust and agency accounts, managed assets | $98,855,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $2,177,903,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $266,142,000 | 81 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $17,429,000 | 276 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,331,700,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $372,236,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000 | 228 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,234,000 | 64 |
| Other retirement accounts, non-managed assets | $2,186,000 | 246 |
| Corporate trust and agency accounts, non-managed assets | $1,876,039,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,904,426,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,186,000 | 267 |
| 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 | $6,443,608,000 | 98 |
| Managed Assets ($) | $4,082,394,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,623,403,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,110,000 | 255 |
| Employee benefit-defined benefit accounts, managed assets | $4,270,000 | 181 |
| Other employee benefit and retirement-related accounts, managed assets | $17,107,000 | 399 |
| Corporate trust and agency accounts, managed assets | $98,575,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $2,081,315,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $252,614,000 | 84 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $17,107,000 | 383 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $2,361,214,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $393,001,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000 | 356 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,857,000 | 68 |
| Other retirement accounts, non-managed assets | $2,918,000 | 389 |
| Corporate trust and agency accounts, non-managed assets | $1,886,433,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,259,080,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,918,000 | 451 |
| 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 | $6,264,996,000 | 98 |
| Managed Assets ($) | $3,947,286,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,560,782,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,181,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $4,112,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $16,483,000 | 292 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,115,365,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | $245,363,000 | 81 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $16,483,000 | 283 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,317,710,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $398,428,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000 | 245 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,639,000 | 70 |
| Other retirement accounts, non-managed assets | $3,106,000 | 239 |
| Corporate trust and agency accounts, non-managed assets | $1,840,532,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,751,825,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,106,000 | 260 |
| 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 | $6,522,182,000 | 75 |
| Managed Assets ($) | $4,104,637,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,642,080,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,459,000 | 207 |
| Employee benefit-defined benefit accounts, managed assets | $4,213,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $17,448,000 | 326 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,173,507,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $261,930,000 | 67 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $17,448,000 | 318 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,417,545,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $413,777,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000 | 265 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,004,000 | 63 |
| Other retirement accounts, non-managed assets | $3,326,000 | 253 |
| Corporate trust and agency accounts, non-managed assets | $1,920,433,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,815,321,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,326,000 | 284 |
| 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 | $6,939,987,000 | 76 |
| Managed Assets ($) | $4,453,313,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,783,816,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,089,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $4,976,000 | 148 |
| Other employee benefit and retirement-related accounts, managed assets | $19,709,000 | 275 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $2,314,375,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $324,348,000 | 65 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $19,709,000 | 270 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,486,674,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $420,508,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000 | 230 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,076,000 | 62 |
| Other retirement accounts, non-managed assets | $3,787,000 | 220 |
| Corporate trust and agency accounts, non-managed assets | $1,972,298,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,536,826,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,787,000 | 244 |
| 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 | $7,237,533,000 | 74 |
| Managed Assets ($) | $4,713,711,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,859,377,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,417,000 | 246 |
| Employee benefit-defined benefit accounts, managed assets | $5,274,000 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $21,244,000 | 378 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $2,483,035,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $338,364,000 | 62 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $21,244,000 | 362 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $2,523,822,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $411,885,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000 | 348 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,561,000 | 64 |
| Other retirement accounts, non-managed assets | $3,960,000 | 365 |
| Corporate trust and agency accounts, non-managed assets | $2,013,411,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,850,834,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,960,000 | 426 |
| 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 | $7,366,018,000 | 70 |
| Managed Assets ($) | $4,743,070,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,803,687,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,482,000 | 185 |
| Employee benefit-defined benefit accounts, managed assets | $5,067,000 | 146 |
| Other employee benefit and retirement-related accounts, managed assets | $20,955,000 | 273 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $2,574,197,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $332,682,000 | 61 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $20,955,000 | 267 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,622,948,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $409,848,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000 | 230 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,992,000 | 64 |
| Other retirement accounts, non-managed assets | $3,958,000 | 219 |
| Corporate trust and agency accounts, non-managed assets | $2,116,145,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,477,116,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $3,958,000 | 242 |
| 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 | $7,581,472,000 | 70 |
| Managed Assets ($) | $4,812,926,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,827,730,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,529,000 | 206 |
| Employee benefit-defined benefit accounts, managed assets | $5,080,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $22,416,000 | 317 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,612,790,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $338,381,000 | 61 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $22,416,000 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,768,546,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $406,488,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,000 | 264 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,165,000 | 65 |
| Other retirement accounts, non-managed assets | $4,037,000 | 249 |
| Corporate trust and agency accounts, non-managed assets | $2,262,841,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,536,072,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $4,037,000 | 280 |
| 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 | $7,212,031,000 | 69 |
| Managed Assets ($) | $4,809,286,000 | 64 |
| Personal trust and agency accounts, managed assets | $1,815,113,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,274,000 | 193 |
| Employee benefit-defined benefit accounts, managed assets | $4,883,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $21,547,000 | 274 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $2,628,013,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $333,456,000 | 59 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $21,547,000 | 267 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,402,745,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $427,390,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,000 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,052,000 | 62 |
| Other retirement accounts, non-managed assets | $3,995,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $1,878,293,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,323,743,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $3,995,000 | 246 |
| 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 | $7,265,314,000 | 71 |
| Managed Assets ($) | $4,767,487,000 | 66 |
| Personal trust and agency accounts, managed assets | $1,795,380,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,968,000 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $4,656,000 | 186 |
| Other employee benefit and retirement-related accounts, managed assets | $22,264,000 | 363 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $2,619,933,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | $319,286,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $22,264,000 | 348 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $2,497,827,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $415,667,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $686,000 | 334 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,971,000 | 68 |
| Other retirement accounts, non-managed assets | $3,898,000 | 367 |
| Corporate trust and agency accounts, non-managed assets | $1,986,573,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $32,000 | 333 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,211,489,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $3,898,000 | 429 |
| 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 | $7,119,087,000 | 68 |
| Managed Assets ($) | $4,547,389,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,715,775,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,711,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $4,251,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $20,513,000 | 276 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,501,931,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $299,208,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $20,513,000 | 267 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,571,698,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $417,146,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $693,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,313,000 | 65 |
| Other retirement accounts, non-managed assets | $3,611,000 | 222 |
| Corporate trust and agency accounts, non-managed assets | $2,065,605,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $330,000 | 168 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,027,465,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $3,611,000 | 245 |
| 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 | $7,241,413,000 | 66 |
| Managed Assets ($) | $4,494,199,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,685,522,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,490,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $4,113,000 | 161 |
| Other employee benefit and retirement-related accounts, managed assets | $18,382,000 | 319 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $2,487,268,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $293,424,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $18,382,000 | 308 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,747,214,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $421,483,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $693,000 | 254 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,161,000 | 68 |
| Other retirement accounts, non-managed assets | $3,531,000 | 248 |
| Corporate trust and agency accounts, non-managed assets | $2,238,010,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $336,000 | 194 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,960,065,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,531,000 | 273 |
| 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 | $7,040,766,000 | 64 |
| Managed Assets ($) | $4,285,708,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,613,914,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,926,000 | 196 |
| Employee benefit-defined benefit accounts, managed assets | $3,684,000 | 151 |
| Other employee benefit and retirement-related accounts, managed assets | $16,549,000 | 280 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $2,381,397,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $265,238,000 | 56 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $16,549,000 | 272 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,755,058,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $416,492,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $693,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,737,000 | 66 |
| Other retirement accounts, non-managed assets | $3,392,000 | 224 |
| Corporate trust and agency accounts, non-managed assets | $2,260,412,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $332,000 | 168 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,282,982,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $3,392,000 | 245 |
| 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 | $7,708,183,000 | 64 |
| Managed Assets ($) | $4,759,309,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,756,334,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,165,000 | 261 |
| Employee benefit-defined benefit accounts, managed assets | $4,260,000 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $20,729,000 | 367 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $2,636,556,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $335,265,000 | 56 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $20,729,000 | 346 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $2,948,874,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $426,800,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,184,000 | 66 |
| Other retirement accounts, non-managed assets | $4,213,000 | 355 |
| Corporate trust and agency accounts, non-managed assets | $2,431,804,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $873,000 | 265 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,636,043,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,213,000 | 411 |
| 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 | $7,677,965,000 | 66 |
| Managed Assets ($) | $4,647,313,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,714,332,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,244,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $4,174,000 | 158 |
| Other employee benefit and retirement-related accounts, managed assets | $20,433,000 | 282 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,573,016,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $329,114,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $20,433,000 | 271 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,030,652,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $424,613,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,059,000 | 66 |
| Other retirement accounts, non-managed assets | $4,131,000 | 225 |
| Corporate trust and agency accounts, non-managed assets | $2,519,849,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,081,582,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,131,000 | 244 |
| 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 | $7,824,014,000 | 63 |
| Managed Assets ($) | $4,735,845,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,754,410,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,219,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $4,385,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $20,536,000 | 307 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,619,649,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $330,646,000 | 56 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $20,536,000 | 295 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,088,169,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $451,595,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
| Employee benefit-defined benefit accounts, non-managed Assets | $169,826,000 | 50 |
| Other retirement accounts, non-managed assets | $4,884,000 | 221 |
| Corporate trust and agency accounts, non-managed assets | $2,461,858,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $6,000 | 205 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,290,185,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $4,884,000 | 250 |
| 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 | $7,776,406,000 | 63 |
| Managed Assets ($) | $4,681,605,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,720,564,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,974,000 | 213 |
| Employee benefit-defined benefit accounts, managed assets | $4,071,000 | 165 |
| Other employee benefit and retirement-related accounts, managed assets | $19,782,000 | 308 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $2,607,444,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $323,770,000 | 56 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $19,782,000 | 298 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,094,801,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $447,717,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $248,591,000 | 45 |
| Other retirement accounts, non-managed assets | $5,988,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $2,392,461,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $44,000 | 206 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,493,161,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $5,988,000 | 238 |
| 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 | $7,619,710,000 | 61 |
| Managed Assets ($) | $4,544,043,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,650,290,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,485,000 | 268 |
| Employee benefit-defined benefit accounts, managed assets | $80,584,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $19,057,000 | 359 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $2,487,650,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $300,977,000 | 56 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $19,057,000 | 343 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $156,815,000 | 32 |
| Non-managed Assets ($) | $3,075,667,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $436,530,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, non-managed Assets | $228,280,000 | 45 |
| Other retirement accounts, non-managed assets | $5,690,000 | 299 |
| Corporate trust and agency accounts, non-managed assets | $2,405,152,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $15,000 | 340 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,208,670,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $5,690,000 | 357 |
| 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 | $7,977,738,000 | 62 |
| Managed Assets ($) | $4,832,684,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,807,132,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $6,224,000 | 218 |
| Employee benefit-defined benefit accounts, managed assets | $96,442,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $21,294,000 | 305 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $2,568,301,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $333,291,000 | 55 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $21,294,000 | 294 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,145,054,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $423,448,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
| Employee benefit-defined benefit accounts, non-managed Assets | $285,153,000 | 44 |
| Other retirement accounts, non-managed assets | $6,253,000 | 203 |
| Corporate trust and agency accounts, non-managed assets | $2,429,659,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $541,000 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,776,732,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $6,253,000 | 236 |
| 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 | $8,138,167,000 | 60 |
| Managed Assets ($) | $4,798,691,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,757,852,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $21,972,000 | 153 |
| Employee benefit-defined benefit accounts, managed assets | $95,366,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $20,775,000 | 307 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,573,684,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $329,042,000 | 57 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $20,775,000 | 298 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,339,476,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $433,799,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
| Employee benefit-defined benefit accounts, non-managed Assets | $282,222,000 | 45 |
| Other retirement accounts, non-managed assets | $6,659,000 | 195 |
| Corporate trust and agency accounts, non-managed assets | $2,616,796,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,094,855,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $6,659,000 | 229 |
| 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 | $8,077,023,000 | 61 |
| Managed Assets ($) | $4,914,455,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,761,760,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $33,954,000 | 127 |
| Employee benefit-defined benefit accounts, managed assets | $98,924,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $21,738,000 | 304 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $2,663,359,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $334,720,000 | 58 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $21,738,000 | 293 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,162,568,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $398,389,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
| Employee benefit-defined benefit accounts, non-managed Assets | $288,101,000 | 43 |
| Other retirement accounts, non-managed assets | $6,840,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $2,469,238,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,187,952,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $6,840,000 | 232 |
| 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 | $8,246,346,000 | 61 |
| Managed Assets ($) | $5,019,338,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,758,075,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $72,686,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $102,673,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $22,884,000 | 336 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $2,713,524,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $349,496,000 | 54 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $22,884,000 | 321 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $586,737,000 | 21 |
| Non-managed Assets ($) | $3,227,008,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $395,189,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
| Employee benefit-defined benefit accounts, non-managed Assets | $294,804,000 | 43 |
| Other retirement accounts, non-managed assets | $7,089,000 | 290 |
| Corporate trust and agency accounts, non-managed assets | $2,529,926,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,264,585,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,089,000 | 342 |
| 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 | $8,393,394,000 | 59 |
| Managed Assets ($) | $5,119,817,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,742,814,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $74,791,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $121,405,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $27,174,000 | 284 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,805,818,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $347,815,000 | 54 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $27,174,000 | 273 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,273,577,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $385,844,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
| Employee benefit-defined benefit accounts, non-managed Assets | $288,740,000 | 44 |
| Other retirement accounts, non-managed assets | $7,378,000 | 196 |
| Corporate trust and agency accounts, non-managed assets | $2,591,615,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,479,845,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,378,000 | 222 |
| 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 | $8,774,426,000 | 56 |
| Managed Assets ($) | $5,135,132,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,716,192,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $74,382,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $119,260,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $54,193,000 | 220 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,825,921,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $345,184,000 | 54 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $54,193,000 | 209 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,639,294,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $397,890,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $281,239,000 | 44 |
| Other retirement accounts, non-managed assets | $6,865,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $2,953,300,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,852,872,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,865,000 | 227 |
| 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 | $8,530,490,000 | 56 |
| Managed Assets ($) | $5,255,517,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,712,479,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $74,153,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $118,163,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $93,042,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $2,908,392,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $349,288,000 | 54 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $93,042,000 | 148 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,274,973,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $336,773,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
| Employee benefit-defined benefit accounts, non-managed Assets | $131,699,000 | 57 |
| Other retirement accounts, non-managed assets | $6,965,000 | 199 |
| Corporate trust and agency accounts, non-managed assets | $2,799,536,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,317,379,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $6,965,000 | 223 |
| 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 | $8,155,738,000 | 57 |
| Managed Assets ($) | $5,323,132,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,674,832,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $70,765,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $110,498,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $155,628,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $2,973,454,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $337,955,000 | 53 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $155,628,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $714,705,000 | 20 |
| Non-managed Assets ($) | $2,832,606,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $338,921,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
| Employee benefit-defined benefit accounts, non-managed Assets | $130,462,000 | 57 |
| Other retirement accounts, non-managed assets | $6,864,000 | 290 |
| Corporate trust and agency accounts, non-managed assets | $2,356,359,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,014,081,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $6,864,000 | 334 |
| 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 | $8,910,652,000 | 56 |
| Managed Assets ($) | $5,641,443,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,716,805,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $75,073,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $118,995,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $223,674,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,156,476,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $350,420,000 | 52 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $223,674,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,269,209,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $320,939,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
| Employee benefit-defined benefit accounts, non-managed Assets | $132,163,000 | 58 |
| Other retirement accounts, non-managed assets | $6,924,000 | 202 |
| Corporate trust and agency accounts, non-managed assets | $2,809,183,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,447,735,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $6,924,000 | 222 |
| 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 | $8,599,383,000 | 57 |
| Managed Assets ($) | $5,712,276,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,724,827,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $73,162,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $118,702,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $229,060,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $3,202,616,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $363,909,000 | 52 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $229,060,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,887,107,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $250,447,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,869,000 | 60 |
| Other retirement accounts, non-managed assets | $7,287,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $2,501,504,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,480,959,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $7,287,000 | 222 |
| 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 | $8,618,300,000 | 57 |
| Managed Assets ($) | $6,006,808,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,745,316,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $64,768,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $116,777,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $234,907,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $3,463,135,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $381,905,000 | 50 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $234,907,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,611,492,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $236,312,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $139,586,000 | 56 |
| Other retirement accounts, non-managed assets | $7,204,000 | 197 |
| Corporate trust and agency accounts, non-managed assets | $2,228,390,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,057,145,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $7,204,000 | 221 |
| 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 | $8,843,776,000 | 56 |
| Managed Assets ($) | $6,058,515,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,760,425,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $66,068,000 | 98 |
| Employee benefit-defined benefit accounts, managed assets | $117,863,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $244,104,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $3,482,655,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $387,400,000 | 48 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $244,104,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $672,557,000 | 22 |
| Non-managed Assets ($) | $2,785,261,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $318,133,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $142,205,000 | 60 |
| Other retirement accounts, non-managed assets | $7,120,000 | 292 |
| Corporate trust and agency accounts, non-managed assets | $2,317,803,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,351,918,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $7,120,000 | 346 |
| 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 | $8,852,254,000 | 56 |
| Managed Assets ($) | $6,156,859,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,759,503,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $65,891,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $132,944,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $249,439,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,554,120,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $394,962,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $249,439,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,695,395,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $321,976,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $179,711,000 | 52 |
| Other retirement accounts, non-managed assets | $9,350,000 | 177 |
| Corporate trust and agency accounts, non-managed assets | $2,184,358,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,411,292,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,350,000 | 198 |
| 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 | $9,364,549,000 | 57 |
| Managed Assets ($) | $6,559,215,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,875,207,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $74,174,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $136,777,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $268,670,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $3,783,446,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $420,941,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $268,670,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,805,334,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $346,541,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,981,000 | 242 |
| Employee benefit-defined benefit accounts, non-managed Assets | $185,590,000 | 54 |
| Other retirement accounts, non-managed assets | $8,932,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $2,261,290,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,526,952,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $8,932,000 | 206 |
| 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 | $9,800,803,000 | 58 |
| Managed Assets ($) | $6,808,958,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,869,975,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $101,902,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $137,245,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $285,312,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $3,980,683,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $433,841,000 | 42 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $285,312,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,991,845,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $358,194,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $515,964,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $189,940,000 | 53 |
| Other retirement accounts, non-managed assets | $9,194,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $1,918,553,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,138,610,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,194,000 | 209 |
| 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 | $9,998,380,000 | 57 |
| Managed Assets ($) | $6,825,638,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,891,463,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $106,592,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $137,975,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $297,380,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $3,950,946,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $441,282,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $297,380,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $677,408,000 | 22 |
| Non-managed Assets ($) | $3,172,742,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $352,285,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $605,439,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,365,000 | 53 |
| Other retirement accounts, non-managed assets | $9,218,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $2,015,435,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,512,576,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,218,000 | 312 |
| 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 | $10,083,141,000 | 57 |
| Managed Assets ($) | $6,869,767,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,886,416,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $100,045,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $114,144,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $296,267,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $4,040,115,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $432,780,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $296,267,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,213,374,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $364,347,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $633,422,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $191,878,000 | 52 |
| Other retirement accounts, non-managed assets | $9,968,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $2,013,759,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,944,482,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,968,000 | 204 |
| 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 | $10,312,128,000 | 56 |
| Managed Assets ($) | $7,133,544,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,889,074,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $107,068,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $117,843,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $303,260,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,233,695,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $482,604,000 | 37 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $303,260,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,178,584,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $350,461,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $664,482,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $198,109,000 | 49 |
| Other retirement accounts, non-managed assets | $10,800,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $1,954,732,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,044,184,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,800,000 | 196 |
| 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 | $10,258,159,000 | 56 |
| Managed Assets ($) | $7,125,742,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,899,300,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $102,112,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $118,694,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $307,243,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,231,302,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $467,091,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $307,243,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,132,417,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $351,349,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $659,111,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $200,684,000 | 50 |
| Other retirement accounts, non-managed assets | $10,748,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $1,910,525,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,558,022,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,748,000 | 198 |
| 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 | $10,732,729,000 | 51 |
| Managed Assets ($) | $7,609,530,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,902,536,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $104,345,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $134,228,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $318,993,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $4,671,893,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $477,535,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $318,993,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $748,009,000 | 23 |
| Non-managed Assets ($) | $3,123,199,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $339,332,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $674,945,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,352,000 | 57 |
| Other retirement accounts, non-managed assets | $11,099,000 | 236 |
| Corporate trust and agency accounts, non-managed assets | $1,973,471,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,655,029,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,099,000 | 290 |
| 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 | $11,076,421,000 | 50 |
| Managed Assets ($) | $7,608,776,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,800,970,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $106,819,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $271,466,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $311,800,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $4,646,021,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $471,700,000 | 34 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $311,800,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,467,645,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $331,485,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $654,005,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $506,448,000 | 39 |
| Other retirement accounts, non-managed assets | $12,615,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $1,963,092,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,512,599,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,615,000 | 180 |
| 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 | $10,994,858,000 | 50 |
| Managed Assets ($) | $7,514,174,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,795,550,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $107,907,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $265,908,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $311,412,000 | 44 |
| Corporate trust and agency accounts, managed assets | $83,044,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $4,481,565,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $468,788,000 | 33 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $311,412,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,480,684,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $328,339,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $637,994,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $485,660,000 | 39 |
| Other retirement accounts, non-managed assets | $13,362,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $2,015,329,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,734,766,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,362,000 | 172 |
| 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 | $11,233,425,000 | 51 |
| Managed Assets ($) | $7,828,666,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,820,774,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $110,653,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $265,703,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $326,357,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $4,829,030,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $476,149,000 | 33 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $314,936,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,404,759,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $341,439,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $611,872,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $492,048,000 | 39 |
| Other retirement accounts, non-managed assets | $14,580,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $1,944,820,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,785,215,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,580,000 | 167 |
| 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 | $10,967,186,000 | 50 |
| Managed Assets ($) | $7,543,152,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,763,213,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $109,432,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $259,544,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $317,897,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $4,625,260,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $467,806,000 | 32 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $317,897,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $568,112,000 | 23 |
| Non-managed Assets ($) | $3,424,034,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $329,097,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $580,392,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $474,311,000 | 39 |
| Other retirement accounts, non-managed assets | $16,795,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $2,023,439,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,137,321,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,795,000 | 197 |
| 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 | $11,333,371,000 | 48 |
| Managed Assets ($) | $7,637,281,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,793,844,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $112,277,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $272,680,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $322,250,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $4,662,516,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $473,714,000 | 31 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $322,250,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,696,090,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $337,788,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $601,524,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $558,470,000 | 39 |
| Other retirement accounts, non-managed assets | $15,863,000 | 130 |
| Corporate trust and agency accounts, non-managed assets | $2,182,445,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,716,393,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,863,000 | 148 |
| 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 | $11,396,498,000 | 48 |
| Managed Assets ($) | $7,379,973,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,742,592,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $111,430,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $264,370,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $311,665,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $4,481,350,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $468,566,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $311,665,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,016,525,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $331,001,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $594,217,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $542,118,000 | 39 |
| Other retirement accounts, non-managed assets | $18,250,000 | 120 |
| Corporate trust and agency accounts, non-managed assets | $2,530,939,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,598,798,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $18,250,000 | 136 |
| 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 | $12,227,299,000 | 46 |
| Managed Assets ($) | $7,661,235,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,799,690,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $121,224,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $310,592,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $314,936,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,632,636,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $482,157,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $314,936,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,566,064,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $310,621,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $596,294,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $518,316,000 | 39 |
| Other retirement accounts, non-managed assets | $19,440,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $3,121,393,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,061,949,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $19,440,000 | 135 |
| 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 | $12,381,097,000 | 44 |
| Managed Assets ($) | $7,576,983,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,730,512,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $116,936,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $295,254,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $300,009,000 | 38 |
| Corporate trust and agency accounts, managed assets | $4,554,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $4,729,738,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $399,980,000 | 31 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $300,009,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $600,121,000 | 26 |
| Non-managed Assets ($) | $4,804,114,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $333,285,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $521,039,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $494,045,000 | 39 |
| Other retirement accounts, non-managed assets | $21,226,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $3,434,519,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,952,935,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $21,226,000 | 161 |
| 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 | $12,314,889,000 | 46 |
| Managed Assets ($) | $7,486,576,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,721,528,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $142,393,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $297,436,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $285,472,000 | 40 |
| Corporate trust and agency accounts, managed assets | $23,566,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $4,611,457,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $404,724,000 | 32 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $285,472,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,828,313,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $329,091,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $511,204,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $543,516,000 | 39 |
| Other retirement accounts, non-managed assets | $21,501,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $3,423,001,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $12,867,970,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $21,501,000 | 120 |
| 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 | $13,046,900,000 | 48 |
| Managed Assets ($) | $7,681,723,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,851,590,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $164,844,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $307,953,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $313,541,000 | 40 |
| Corporate trust and agency accounts, managed assets | $41,468,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $4,529,148,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $473,179,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $313,541,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,365,177,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $340,854,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $568,920,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $609,589,000 | 40 |
| Other retirement accounts, non-managed assets | $24,956,000 | 108 |
| Corporate trust and agency accounts, non-managed assets | $3,820,858,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $12,508,959,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $9,726,000 | 185 |
| 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 | $12,689,026,000 | 48 |
| Managed Assets ($) | $7,966,287,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,870,693,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $169,029,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $305,070,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $316,842,000 | 38 |
| Corporate trust and agency accounts, managed assets | $348,376,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $4,487,639,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $468,638,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $316,842,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,722,739,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $348,027,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $587,419,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $600,587,000 | 39 |
| Other retirement accounts, non-managed assets | $25,374,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $3,161,332,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $12,940,930,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $9,972,000 | 182 |
| 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 | $13,029,370,000 | 47 |
| Managed Assets ($) | $7,886,442,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,852,674,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $171,316,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $306,266,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $314,002,000 | 38 |
| Corporate trust and agency accounts, managed assets | $359,147,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $4,419,766,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $463,271,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $314,002,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $5,142,928,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $349,960,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $570,084,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $540,597,000 | 40 |
| Other retirement accounts, non-managed assets | $27,650,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $3,622,464,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $32,173,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $12,977,844,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $10,173,000 | 283 |
| 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 | $12,715,917,000 | 46 |
| Managed Assets ($) | $7,831,772,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,841,939,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $167,275,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $296,105,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $300,980,000 | 37 |
| Corporate trust and agency accounts, managed assets | $390,393,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $4,388,734,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $446,346,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $281,612,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,884,145,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $346,920,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $541,512,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $514,836,000 | 40 |
| Other retirement accounts, non-managed assets | $28,814,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $3,445,881,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $6,182,000 | 84 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $12,558,993,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $10,526,000 | 172 |
| 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 | $11,433,885,000 | 48 |
| Managed Assets ($) | $7,116,335,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,528,524,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $154,312,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $280,649,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $263,656,000 | 39 |
| Corporate trust and agency accounts, managed assets | $393,828,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $4,096,025,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $399,341,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $263,656,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,317,550,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $319,802,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $471,278,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $479,404,000 | 38 |
| Other retirement accounts, non-managed assets | $27,164,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $3,013,060,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $6,842,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,519,684,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 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 | $11,524,094,000 | 50 |
| Managed Assets ($) | $7,201,697,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,644,337,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $161,947,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $287,093,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $278,898,000 | 39 |
| Corporate trust and agency accounts, managed assets | $411,995,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $3,997,687,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $419,740,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $278,898,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,322,397,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $327,770,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $504,401,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $510,273,000 | 39 |
| Other retirement accounts, non-managed assets | $29,616,000 | 96 |
| Corporate trust and agency accounts, non-managed assets | $2,940,762,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $9,575,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,757,603,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
| 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 | $17,489,823,000 | 37 |
| Managed Assets ($) | $7,156,294,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,603,214,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $164,760,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $281,582,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $268,532,000 | 39 |
| Corporate trust and agency accounts, managed assets | $412,582,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $4,011,799,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $413,825,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $268,532,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $10,333,529,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $280,089,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $479,558,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $496,922,000 | 38 |
| Other retirement accounts, non-managed assets | $31,853,000 | 111 |
| Corporate trust and agency accounts, non-managed assets | $9,021,143,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $23,964,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,822,104,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $31,853,000 | 113 |
| 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 | $16,879,997,000 | 42 |
| Managed Assets ($) | $7,066,656,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,755,672,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $156,103,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $275,635,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $263,948,000 | 40 |
| Corporate trust and agency accounts, managed assets | $442,736,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $4,172,562,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,813,341,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $279,404,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $448,912,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $484,656,000 | 40 |
| Other retirement accounts, non-managed assets | $31,329,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $8,569,040,000 | 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 | $0 | 116 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,923,988,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,407,766,000 | 39 |
| Managed Assets ($) | $6,518,240,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,611,709,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $158,800,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $251,196,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $243,617,000 | 41 |
| Corporate trust and agency accounts, managed assets | $444,347,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $3,808,571,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,889,526,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $298,263,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $375,332,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $441,939,000 | 40 |
| Other retirement accounts, non-managed assets | $30,504,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $8,743,488,000 | 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 | $0 | 115 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,486,178,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,650,779,000 | 38 |
| Managed Assets ($) | $6,111,727,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,549,599,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $154,500,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $253,220,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $226,583,000 | 41 |
| Corporate trust and agency accounts, managed assets | $466,681,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $3,461,144,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,539,052,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $305,344,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $326,831,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $362,206,000 | 42 |
| Other retirement accounts, non-managed assets | $29,610,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $9,515,061,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,441,747,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,429,954,000 | 40 |
| Managed Assets ($) | $6,484,328,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,625,128,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $176,350,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $264,528,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $235,703,000 | 42 |
| Corporate trust and agency accounts, managed assets | $480,574,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $3,702,045,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,945,626,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $319,606,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $324,636,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $417,854,000 | 44 |
| Other retirement accounts, non-managed assets | $30,766,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $9,852,764,000 | 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 | $0 | 257 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,903,010,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,283,016,000 | 40 |
| Managed Assets ($) | $7,206,552,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,882,634,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $222,979,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $287,404,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $261,852,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $4,551,683,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,076,464,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $264,701,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $387,418,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $491,990,000 | 45 |
| Other retirement accounts, non-managed assets | $33,511,000 | 97 |
| Corporate trust and agency accounts, non-managed assets | $10,898,844,000 | 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 | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,754,657,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,315,457,000 | 44 |
| Managed Assets ($) | $7,296,236,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,945,873,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $227,398,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $306,669,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $284,215,000 | 43 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $4,532,081,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,019,221,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $292,340,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $411,139,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $536,157,000 | 45 |
| Other retirement accounts, non-managed assets | $35,766,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $10,743,819,000 | 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 | $0 | 134 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,309,655,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,720,062,000 | 70 |
| Managed Assets ($) | $5,465,893,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,823,785,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $229,707,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $331,027,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $295,500,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,785,874,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,254,169,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $289,139,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $388,660,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $540,064,000 | 45 |
| Other retirement accounts, non-managed assets | $36,306,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,530,816,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,916,868,000 | 68 |
| Managed Assets ($) | $5,592,788,000 | 52 |
| Personal trust and agency accounts, managed assets | $1,951,184,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $244,163,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $349,233,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $321,189,000 | 37 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $2,727,019,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,324,080,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $285,689,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $414,946,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $586,309,000 | 45 |
| Other retirement accounts, non-managed assets | $37,136,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,736,492,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,080,282,000 | 68 |
| Managed Assets ($) | $5,742,991,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,034,911,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $250,764,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $364,120,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $333,092,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $2,760,104,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,337,291,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $288,855,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $413,670,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $595,060,000 | 46 |
| Other retirement accounts, non-managed assets | $39,706,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,588,714,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,956,497,000 | 70 |
| Managed Assets ($) | $5,688,483,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,005,631,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $246,539,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $374,666,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $318,319,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $2,743,328,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,268,014,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $280,245,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $393,082,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $554,128,000 | 48 |
| Other retirement accounts, non-managed assets | $40,559,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,391,736,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,772,580,000 | 69 |
| Managed Assets ($) | $5,588,079,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,982,975,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $235,553,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $373,751,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $310,117,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,685,683,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,184,501,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $256,224,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $355,618,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $533,358,000 | 48 |
| Other retirement accounts, non-managed assets | $39,301,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,295,249,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,719,424,000 | 69 |
| Managed Assets ($) | $5,572,588,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,995,189,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $233,361,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $363,096,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $304,881,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $2,676,061,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,146,836,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $249,427,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $330,843,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $525,867,000 | 47 |
| Other retirement accounts, non-managed assets | $40,699,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,677,015,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,485,512,000 | 74 |
| Managed Assets ($) | $5,468,291,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,941,616,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $230,749,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $365,495,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $298,119,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,632,312,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,017,221,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $249,538,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $280,155,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $444,142,000 | 50 |
| Other retirement accounts, non-managed assets | $40,840,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $2,546,000 | 129 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,722,244,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,781,989,000 | 72 |
| Managed Assets ($) | $5,395,617,000 | 58 |
| Personal trust and agency accounts, managed assets | $1,896,672,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $217,289,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $356,179,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $290,477,000 | 42 |
| Corporate trust and agency accounts, managed assets | $33,322,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $2,601,678,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,386,372,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $236,041,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $665,462,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $423,982,000 | 56 |
| Other retirement accounts, non-managed assets | $40,380,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $1,020,507,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,218,365,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,903,320,000 | 71 |
| Managed Assets ($) | $5,602,443,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,983,470,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $219,551,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $423,439,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $301,912,000 | 40 |
| Corporate trust and agency accounts, managed assets | $56,430,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $2,613,441,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,200,000 | 86 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,300,877,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $211,923,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $689,786,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $366,477,000 | 56 |
| Other retirement accounts, non-managed assets | $42,005,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $990,686,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,282,609,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,144,018,000 | 75 |
| Managed Assets ($) | $5,147,502,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,873,068,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $208,004,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $411,019,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $262,916,000 | 46 |
| Corporate trust and agency accounts, managed assets | $40,733,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $2,351,762,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,996,516,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $138,136,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $646,860,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $288,532,000 | 58 |
| Other retirement accounts, non-managed assets | $33,597,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $889,391,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,306,546,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,217,299,000 | 75 |
| Managed Assets ($) | $5,031,008,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,881,259,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $200,122,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $375,326,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $260,095,000 | 44 |
| Corporate trust and agency accounts, managed assets | $37,356,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $2,276,850,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,186,291,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $138,692,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $631,134,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $288,255,000 | 58 |
| Other retirement accounts, non-managed assets | $34,646,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $1,093,564,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,851,701,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,820,950,000 | 72 |
| Managed Assets ($) | $4,968,269,000 | 59 |
| Personal trust and agency accounts, managed assets | $1,889,807,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $195,748,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $384,936,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $254,196,000 | 45 |
| Corporate trust and agency accounts, managed assets | $43,029,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $2,200,553,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,852,681,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $142,274,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $601,407,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $258,326,000 | 57 |
| Other retirement accounts, non-managed assets | $33,883,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $816,791,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,642,466,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,735,060,000 | 75 |
| Managed Assets ($) | $4,950,177,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,900,644,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $184,684,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $399,028,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $248,843,000 | 46 |
| Corporate trust and agency accounts, managed assets | $37,292,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $2,179,686,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,784,883,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $150,332,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $597,899,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $233,946,000 | 60 |
| Other retirement accounts, non-managed assets | $35,843,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $766,863,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,774,728,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,810,074,000 | 76 |
| Managed Assets ($) | $5,030,168,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,940,783,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $198,735,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $391,887,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $254,347,000 | 43 |
| Corporate trust and agency accounts, managed assets | $42,351,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $2,202,065,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,779,906,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $160,244,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $573,005,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $238,857,000 | 59 |
| Other retirement accounts, non-managed assets | $37,503,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $770,297,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,522,648,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,452,489,000 | 75 |
| Managed Assets ($) | $4,860,028,000 | 61 |
| Personal trust and agency accounts, managed assets | $1,913,056,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $201,588,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $436,797,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $250,743,000 | 44 |
| Corporate trust and agency accounts, managed assets | $41,267,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $2,016,577,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,592,461,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $164,266,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $506,426,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $147,715,000 | 75 |
| Other retirement accounts, non-managed assets | $36,748,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $737,306,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,400,764,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,534,099,000 | 76 |
| Managed Assets ($) | $4,928,680,000 | 62 |
| Personal trust and agency accounts, managed assets | $1,976,349,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $202,264,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $439,545,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $258,515,000 | 43 |
| Corporate trust and agency accounts, managed assets | $39,484,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $2,012,523,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,605,419,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $160,558,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $500,656,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,935,000 | 77 |
| Other retirement accounts, non-managed assets | $39,109,000 | 99 |
| Corporate trust and agency accounts, non-managed assets | $780,161,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,702,665,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,920,954,000 | 80 |
| Managed Assets ($) | $4,199,741,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,639,978,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $192,276,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $434,926,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $210,167,000 | 46 |
| Corporate trust and agency accounts, managed assets | $41,920,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $1,680,474,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,721,213,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $134,276,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $491,360,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $131,546,000 | 76 |
| Other retirement accounts, non-managed assets | $35,167,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $928,864,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,664,987,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,739,110,000 | 82 |
| Managed Assets ($) | $4,193,963,000 | 67 |
| Personal trust and agency accounts, managed assets | $1,660,309,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $229,825,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $414,572,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $201,709,000 | 51 |
| Corporate trust and agency accounts, managed assets | $49,590,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $1,637,958,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,545,147,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $132,615,000 | 93 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $377,689,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,050,000 | 98 |
| Other retirement accounts, non-managed assets | $31,188,000 | 129 |
| Corporate trust and agency accounts, non-managed assets | $940,605,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,907,539,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,557,017,000 | 82 |
| Managed Assets ($) | $4,011,278,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,644,614,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $208,647,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $346,508,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $193,931,000 | 50 |
| Corporate trust and agency accounts, managed assets | $49,982,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $1,567,596,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,545,739,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $105,309,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $317,026,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,790,000 | 103 |
| Other retirement accounts, non-managed assets | $30,219,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $1,033,395,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,787,923,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,454,632,000 | 83 |
| Managed Assets ($) | $3,959,517,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,640,818,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $184,094,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $343,790,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $191,096,000 | 50 |
| Corporate trust and agency accounts, managed assets | $74,027,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $1,525,692,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,495,115,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $125,824,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $299,651,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,106,000 | 104 |
| Other retirement accounts, non-managed assets | $29,902,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $977,632,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,354,751,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,116,088,000 | 86 |
| Managed Assets ($) | $3,714,760,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,531,076,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $180,659,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $319,517,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $177,752,000 | 49 |
| Corporate trust and agency accounts, managed assets | $67,111,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $1,438,645,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,401,328,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $115,803,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $262,098,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,346,000 | 102 |
| Other retirement accounts, non-managed assets | $32,317,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $927,764,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,753,881,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,912,412,000 | 86 |
| Managed Assets ($) | $3,561,948,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,537,647,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $177,841,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $294,664,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $175,293,000 | 52 |
| Corporate trust and agency accounts, managed assets | $62,950,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $1,313,553,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,350,464,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $114,737,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $246,876,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,255,000 | 121 |
| Other retirement accounts, non-managed assets | $34,647,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $921,949,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,806,472,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $493,691,000 | 247 |
| Managed Assets ($) | $197,479,000 | 331 |
| Personal trust and agency accounts, managed assets | $40,018,000 | 494 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $9,482,000 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $135,294,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $12,685,000 | 279 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $296,212,000 | 164 |
| Personal trust and agency accounts, non-managed assets | $33,618,000 | 181 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,565,000 | 243 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,407,000 | 205 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $242,622,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 969 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
