| 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 | $49,924,602,000 | 36 |
| Managed Assets ($) | $12,238,385,000 | 46 |
| Personal trust and agency accounts, managed assets | $3,303,239,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $238,008,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $33,769,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $884,985,000 | 38 |
| Corporate trust and agency accounts, managed assets | $917,242,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $5,687,450,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,173,692,000 | 34 |
| 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 | $884,985,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $37,686,217,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $1,167,863,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $838,711,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $657,891,000 | 29 |
| Other retirement accounts, non-managed assets | $734,875,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $33,901,472,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $1,525,000 | 240 |
| Foundation and endowment trust and agency accounts, non-managed assets | $383,880,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $250,317,894,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $71,502,212,000 | 6 |
| 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 | $44,788,345,000 | 36 |
| Managed Assets ($) | $11,422,041,000 | 46 |
| Personal trust and agency accounts, managed assets | $3,027,107,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $224,252,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $30,897,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $826,675,000 | 39 |
| Corporate trust and agency accounts, managed assets | $730,065,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $5,494,871,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,088,174,000 | 34 |
| 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 | $826,675,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,366,304,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $1,170,277,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $756,063,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $630,688,000 | 31 |
| Other retirement accounts, non-managed assets | $646,964,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $29,809,941,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $352,371,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $237,245,459,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $68,747,781,000 | 6 |
| 2023-06-30 | Rank |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | $0 | 427 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $106,903,500 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $336,170,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $1,280 | 412 |
| Corporate trust and agency accounts, managed assets | $1,086,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 399 |
| Foundation and endowment trust and agency accounts, managed assets | $0 | 348 |
| Other fiduciary accounts, managed assets | $14 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,043,667 | 399 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | $0 | 364 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $49,094,000 | 149 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $885,000 | 339 |
| Corporate trust and agency accounts, non-managed assets | $50 | 156 |
| Investment management and advisory agency accounts, non-managed assets | $717 | 273 |
| Foundation and endowment trust and agency accounts, non-managed assets | $492,499,000 | 14 |
| Other fiduciary accounts, non-managed assets | $3,710,000 | 52 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 402 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,012 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 369 |
| 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 | $45,269,166,000 | 40 |
| Managed Assets ($) | $11,198,896,000 | 47 |
| Personal trust and agency accounts, managed assets | $2,996,062,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $231,284,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $30,419,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $831,020,000 | 39 |
| Corporate trust and agency accounts, managed assets | $684,216,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $5,322,159,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $1,103,736,000 | 34 |
| 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 | $831,020,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,070,270,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $1,215,691,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $708,291,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $601,857,000 | 31 |
| Other retirement accounts, non-managed assets | $618,881,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $30,552,204,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $373,346,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $220,925,984,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $69,221,530,000 | 6 |
| 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 | $45,368,102,000 | 39 |
| Managed Assets ($) | $10,993,088,000 | 46 |
| Personal trust and agency accounts, managed assets | $3,041,042,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $224,217,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $29,755,000 | 108 |
| Other employee benefit and retirement-related accounts, managed assets | $814,761,000 | 39 |
| Corporate trust and agency accounts, managed assets | $636,632,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $5,151,951,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $1,094,730,000 | 33 |
| 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 | $814,761,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $34,375,014,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,200,493,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $668,228,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $586,342,000 | 33 |
| Other retirement accounts, non-managed assets | $610,213,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $30,973,480,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $336,258,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $209,250,207,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $68,262,640,000 | 6 |
| 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 | $45,267,931,000 | 39 |
| Managed Assets ($) | $10,434,978,000 | 47 |
| Personal trust and agency accounts, managed assets | $2,954,773,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $314,875,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $28,011,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $761,813,000 | 40 |
| Corporate trust and agency accounts, managed assets | $595,663,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $4,750,331,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $1,029,512,000 | 34 |
| 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 | $761,813,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,832,953,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $1,209,775,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $603,612,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $568,721,000 | 34 |
| Other retirement accounts, non-managed assets | $546,956,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $31,586,558,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $317,331,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $251,366,898,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $64,919,200,000 | 6 |
| 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 | $47,173,500,000 | 31 |
| Managed Assets ($) | $10,722,442,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,033,204,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $225,392,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $29,764,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $789,994,000 | 37 |
| Corporate trust and agency accounts, managed assets | $581,503,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $4,997,425,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $1,065,156,000 | 29 |
| Other fiduciary accounts, managed assets | $4,000 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $789,994,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,451,058,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,203,830,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $621,557,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $567,850,000 | 31 |
| Other retirement accounts, non-managed assets | $1,153,397,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $32,573,121,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $331,302,000 | 16 |
| Other fiduciary accounts, non-managed assets | $1,000 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $208,521,335,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $68,618,904,000 | 5 |
| 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 | $49,190,896,000 | 31 |
| Managed Assets ($) | $11,544,013,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,265,147,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $260,853,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $34,095,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $895,459,000 | 36 |
| Corporate trust and agency accounts, managed assets | $623,165,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $5,283,263,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $1,182,031,000 | 27 |
| 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 | $895,459,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,646,883,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $1,252,948,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $684,388,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $608,277,000 | 31 |
| Other retirement accounts, non-managed assets | $1,276,854,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $33,453,998,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $370,418,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $244,368,921,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $80,050,802,000 | 5 |
| 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 | $49,174,955,000 | 32 |
| Managed Assets ($) | $11,908,203,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,743,225,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $231,040,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $36,199,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $955,768,000 | 33 |
| Corporate trust and agency accounts, managed assets | $634,076,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $5,379,992,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $891,998,000 | 32 |
| Other fiduciary accounts, managed assets | $35,905,000 | 33 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $955,768,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $37,266,752,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,142,340,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $713,779,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $627,912,000 | 31 |
| Other retirement accounts, non-managed assets | $1,348,564,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $33,016,429,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $417,728,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $239,432,957,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $86,374,512,000 | 4 |
| 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 | $46,292,650,000 | 32 |
| Managed Assets ($) | $12,201,696,000 | 38 |
| Personal trust and agency accounts, managed assets | $4,076,308,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $60,898,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $950,411,000 | 33 |
| Corporate trust and agency accounts, managed assets | $651,100,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $5,287,048,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,175,931,000 | 24 |
| 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 | $914,464,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,090,954,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $269,286,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,374,453,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $631,185,000 | 31 |
| Other retirement accounts, non-managed assets | $1,302,331,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $30,025,292,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $27,903,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $460,504,000 | 14 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $232,892,620,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $85,867,199,000 | 4 |
| 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 | $45,812,366,000 | 32 |
| Managed Assets ($) | $11,927,460,000 | 38 |
| Personal trust and agency accounts, managed assets | $4,116,036,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $61,741,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $944,672,000 | 33 |
| Corporate trust and agency accounts, managed assets | $583,128,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $5,045,835,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $1,176,048,000 | 26 |
| 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 | $909,131,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,884,906,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $268,202,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,408,980,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $549,577,000 | 34 |
| Other retirement accounts, non-managed assets | $1,300,545,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $29,857,331,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $29,451,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $470,820,000 | 14 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $221,740,755,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $87,095,367,000 | 4 |
| 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 | $43,689,491,000 | 32 |
| Managed Assets ($) | $11,495,429,000 | 38 |
| Personal trust and agency accounts, managed assets | $4,056,007,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $57,379,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $885,235,000 | 33 |
| Corporate trust and agency accounts, managed assets | $582,259,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $4,782,525,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $1,132,024,000 | 25 |
| 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 | $846,643,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,194,062,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $359,580,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,350,752,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $579,548,000 | 32 |
| Other retirement accounts, non-managed assets | $1,254,865,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $28,179,259,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $27,285,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $442,773,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $196,736,331,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $83,183,365,000 | 4 |
| 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 | $39,915,921,000 | 32 |
| Managed Assets ($) | $11,139,615,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,965,041,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, managed assets | $56,169,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $860,009,000 | 33 |
| Corporate trust and agency accounts, managed assets | $580,026,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $4,576,714,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,101,656,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $821,961,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $28,776,306,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $336,199,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,310,528,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $562,685,000 | 34 |
| Other retirement accounts, non-managed assets | $1,231,584,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $24,867,093,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $27,291,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $440,926,000 | 15 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $189,497,758,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $80,370,223,000 | 4 |
| 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 | $36,798,699,000 | 32 |
| Managed Assets ($) | $10,542,258,000 | 37 |
| Personal trust and agency accounts, managed assets | $3,804,600,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $52,271,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $815,506,000 | 33 |
| Corporate trust and agency accounts, managed assets | $513,978,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $4,361,636,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $994,267,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $781,062,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,256,441,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $308,433,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,200,428,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $546,906,000 | 34 |
| Other retirement accounts, non-managed assets | $1,115,520,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $22,667,148,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $27,762,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $390,244,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $166,926,092,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $71,905,162,000 | 4 |
| 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 | $38,606,875,000 | 31 |
| Managed Assets ($) | $10,260,025,000 | 37 |
| Personal trust and agency accounts, managed assets | $3,740,584,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $50,897,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $781,259,000 | 33 |
| Corporate trust and agency accounts, managed assets | $369,446,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $4,333,039,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $984,800,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $744,231,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,346,850,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $311,975,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,148,166,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $483,556,000 | 35 |
| Other retirement accounts, non-managed assets | $1,029,421,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $24,910,141,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $28,225,000 | 68 |
| Foundation and endowment trust and agency accounts, non-managed assets | $435,366,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $158,236,393,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $67,805,105,000 | 4 |
| 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 | $37,884,403,000 | 30 |
| Managed Assets ($) | $9,986,971,000 | 35 |
| Personal trust and agency accounts, managed assets | $4,091,463,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $44,445,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $694,639,000 | 33 |
| Corporate trust and agency accounts, managed assets | $371,205,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $3,884,072,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $901,147,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $661,668,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,897,432,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $294,997,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,011,491,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $459,661,000 | 35 |
| Other retirement accounts, non-managed assets | $940,478,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $24,737,046,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $26,062,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $427,697,000 | 15 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $130,185,681,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,092,451,000 | 4 |
| 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 | $36,652,622,000 | 32 |
| Managed Assets ($) | $11,076,476,000 | 35 |
| Personal trust and agency accounts, managed assets | $4,274,708,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 410 |
| Employee benefit-defined benefit accounts, managed assets | $52,736,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $807,360,000 | 32 |
| Corporate trust and agency accounts, managed assets | $503,055,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $4,404,090,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,034,527,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $769,764,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $25,576,146,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $333,270,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,223,126,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $498,630,000 | 35 |
| Other retirement accounts, non-managed assets | $1,077,562,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $21,893,348,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $34,405,000 | 69 |
| Foundation and endowment trust and agency accounts, non-managed assets | $515,805,000 | 14 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $155,040,773,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $71,636,672,000 | 4 |
| 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 | $33,587,267,000 | 35 |
| Managed Assets ($) | $10,813,900,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,281,904,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 259 |
| Employee benefit-defined benefit accounts, managed assets | $50,623,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $762,712,000 | 35 |
| Corporate trust and agency accounts, managed assets | $561,338,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $4,156,602,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,000,721,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $727,797,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,773,367,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $311,797,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,172,504,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $481,090,000 | 37 |
| Other retirement accounts, non-managed assets | $1,011,121,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $19,264,821,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $37,076,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $494,958,000 | 14 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $146,637,422,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $67,705,312,000 | 4 |
| 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 | $34,053,794,000 | 34 |
| Managed Assets ($) | $10,847,721,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,266,211,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $50,202,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $753,671,000 | 34 |
| Corporate trust and agency accounts, managed assets | $632,866,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $4,034,846,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $1,109,925,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $716,986,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,206,073,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $348,497,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,177,189,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $516,567,000 | 36 |
| Other retirement accounts, non-managed assets | $999,438,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $18,907,423,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $36,716,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,220,243,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $149,876,223,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,259,308,000 | 4 |
| 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 | $31,701,032,000 | 34 |
| Managed Assets ($) | $10,561,131,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,254,155,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $47,731,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $725,135,000 | 35 |
| Corporate trust and agency accounts, managed assets | $486,029,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $3,958,643,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $1,089,438,000 | 23 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $685,264,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,139,901,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $344,635,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,162,246,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $507,544,000 | 37 |
| Other retirement accounts, non-managed assets | $972,399,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $16,948,889,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $33,451,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,170,737,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $137,222,549,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $63,275,750,000 | 4 |
| 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 | $29,686,574,000 | 34 |
| Managed Assets ($) | $9,089,035,000 | 38 |
| Personal trust and agency accounts, managed assets | $3,689,786,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 422 |
| Employee benefit-defined benefit accounts, managed assets | $44,811,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $651,006,000 | 36 |
| Corporate trust and agency accounts, managed assets | $337,488,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $3,352,260,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $1,013,684,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $618,759,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $20,597,539,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $363,250,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,162,572,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $484,346,000 | 37 |
| Other retirement accounts, non-managed assets | $927,998,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $16,530,336,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $31,376,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,097,661,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $122,685,729,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,921,658,000 | 4 |
| 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 | $102,439,993,000 | 17 |
| Managed Assets ($) | $9,340,085,000 | 40 |
| Personal trust and agency accounts, managed assets | $3,943,934,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, managed assets | $50,348,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $719,457,000 | 36 |
| Corporate trust and agency accounts, managed assets | $283,160,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $3,205,037,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,138,149,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $685,193,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $93,099,908,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $1,498,199,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,325,364,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $498,365,000 | 37 |
| Other retirement accounts, non-managed assets | $72,978,050,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $15,193,413,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $422,062,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,184,455,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $144,118,387,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $72,435,001,000 | 4 |
| 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 | $98,595,584,000 | 17 |
| Managed Assets ($) | $9,221,973,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,164,182,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $49,330,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $684,173,000 | 36 |
| Corporate trust and agency accounts, managed assets | $234,505,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $2,972,694,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,117,089,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $648,541,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $89,373,611,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $1,277,182,000 | 25 |
| 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 | $495,130,000 | 39 |
| Other retirement accounts, non-managed assets | $71,580,653,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $14,778,807,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $34,924,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,206,915,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $70,560,387,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,257,245,000 | 18 |
| 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 | $100,150,631,000 | 17 |
| Managed Assets ($) | $10,157,362,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,238,114,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $49,812,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $667,991,000 | 37 |
| Corporate trust and agency accounts, managed assets | $188,803,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $2,905,308,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,107,334,000 | 24 |
| 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 | $630,159,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $89,993,269,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $1,098,712,000 | 25 |
| 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 | $500,481,000 | 38 |
| Other retirement accounts, non-managed assets | $72,681,278,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $14,452,264,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $37,837,000 | 66 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,222,697,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $67,908,305,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,190,999,000 | 20 |
| 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 | $89,506,808,000 | 17 |
| Managed Assets ($) | $10,765,209,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,926,998,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 439 |
| Employee benefit-defined benefit accounts, managed assets | $49,965,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $665,253,000 | 37 |
| Corporate trust and agency accounts, managed assets | $250,660,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $2,751,206,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,121,127,000 | 23 |
| 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 | $627,279,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $78,741,599,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $434,793,000 | 41 |
| 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 | $4,394,982,000 | 23 |
| Other retirement accounts, non-managed assets | $57,676,413,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $14,968,861,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $34,058,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,232,492,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $69,272,757,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,197,573,000 | 20 |
| 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 | $80,959,631,000 | 17 |
| Managed Assets ($) | $10,516,752,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,780,101,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $48,880,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $645,960,000 | 37 |
| Corporate trust and agency accounts, managed assets | $254,398,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $2,684,188,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $1,103,225,000 | 23 |
| 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 | $600,284,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $70,442,879,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $407,261,000 | 44 |
| 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 | $3,972,595,000 | 23 |
| Other retirement accounts, non-managed assets | $51,623,975,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $13,176,987,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $26,444,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,235,617,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $74,387,529,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,183,146,000 | 20 |
| 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 | $78,379,399,000 | 17 |
| Managed Assets ($) | $9,303,955,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,696,522,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, managed assets | $47,931,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $630,444,000 | 37 |
| Corporate trust and agency accounts, managed assets | $238,829,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $2,618,391,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,071,838,000 | 24 |
| 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 | $585,557,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $69,075,444,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $406,988,000 | 42 |
| 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 | $3,957,223,000 | 23 |
| Other retirement accounts, non-managed assets | $50,214,809,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $13,301,851,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $31,100,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,163,473,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $71,574,114,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,147,236,000 | 21 |
| 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 | $75,557,554,000 | 17 |
| Managed Assets ($) | $9,605,391,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,724,634,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, managed assets | $47,137,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $598,941,000 | 37 |
| Corporate trust and agency accounts, managed assets | $471,561,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $2,547,129,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,215,989,000 | 21 |
| 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 | $588,379,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $65,952,163,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $349,243,000 | 49 |
| 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 | $3,672,645,000 | 24 |
| Other retirement accounts, non-managed assets | $49,303,829,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $11,361,229,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $31,713,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,233,504,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $71,174,991,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,106,001,000 | 21 |
| 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 | $69,694,206,000 | 17 |
| Managed Assets ($) | $9,326,396,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,645,976,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 455 |
| Employee benefit-defined benefit accounts, managed assets | $45,199,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $569,608,000 | 37 |
| Corporate trust and agency accounts, managed assets | $463,244,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $2,407,972,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,194,397,000 | 21 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $531,014,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,920,467,000 | 13 |
| Non-managed Assets ($) | $60,367,810,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $347,127,000 | 48 |
| 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 | $3,430,904,000 | 24 |
| Other retirement accounts, non-managed assets | $44,577,640,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $10,896,804,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $27,793,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,087,542,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $68,376,417,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,072,563,000 | 22 |
| 2016-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $39,908,198,000 | 26 |
| Managed Assets ($) | $8,949,667,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,488,590,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 301 |
| Employee benefit-defined benefit accounts, managed assets | $45,058,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $557,744,000 | 36 |
| Corporate trust and agency accounts, managed assets | $277,232,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $2,386,158,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,194,885,000 | 20 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $519,473,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,958,531,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $341,278,000 | 47 |
| 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 | $2,972,940,000 | 23 |
| Other retirement accounts, non-managed assets | $13,853,669,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $11,664,812,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $25,002,000 | 72 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,100,830,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $67,696,074,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,086,954,000 | 21 |
| 2016-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $38,282,363,000 | 25 |
| Managed Assets ($) | $8,572,083,000 | 38 |
| Personal trust and agency accounts, managed assets | $4,256,703,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $44,839,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $535,402,000 | 36 |
| Corporate trust and agency accounts, managed assets | $246,048,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $2,346,544,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,142,547,000 | 22 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $495,943,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,710,280,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $333,206,000 | 47 |
| 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 | $3,042,104,000 | 23 |
| Other retirement accounts, non-managed assets | $13,128,695,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $11,017,438,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $28,251,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,160,586,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $65,047,666,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,056,494,000 | 20 |
| 2016-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $37,778,039,000 | 25 |
| Managed Assets ($) | $8,248,780,000 | 38 |
| Personal trust and agency accounts, managed assets | $4,173,870,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 307 |
| Employee benefit-defined benefit accounts, managed assets | $44,696,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $522,913,000 | 35 |
| Corporate trust and agency accounts, managed assets | $61,807,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $2,338,253,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,107,241,000 | 21 |
| 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 | $484,420,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,529,259,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $346,323,000 | 45 |
| 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 | $2,937,483,000 | 23 |
| Other retirement accounts, non-managed assets | $12,879,197,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $11,065,352,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $24,860,000 | 70 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,276,044,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $60,017,179,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $982,955,000 | 20 |
| 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 | $36,754,887,000 | 26 |
| Managed Assets ($) | $8,159,457,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,093,342,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 474 |
| Employee benefit-defined benefit accounts, managed assets | $46,320,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $495,251,000 | 35 |
| Corporate trust and agency accounts, managed assets | $61,878,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $2,671,683,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $790,983,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $471,993,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,041,023,000 | 12 |
| Non-managed Assets ($) | $28,595,430,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $569,993,000 | 36 |
| 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 | $2,509,338,000 | 23 |
| Other retirement accounts, non-managed assets | $12,678,093,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $10,639,044,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $25,660,000 | 75 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,173,302,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $73,743,912,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,034,542,000 | 20 |
| 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 | $37,503,266,000 | 22 |
| Managed Assets ($) | $7,535,850,000 | 38 |
| Personal trust and agency accounts, managed assets | $3,526,000,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $21,355,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $506,537,000 | 34 |
| Corporate trust and agency accounts, managed assets | $58,960,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $2,634,257,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $788,741,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $458,936,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,967,416,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $1,133,375,000 | 26 |
| 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 | $46,583,000 | 78 |
| Other retirement accounts, non-managed assets | $15,516,831,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $11,089,522,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $24,731,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,156,374,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $74,426,807,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,008,866,000 | 21 |
| 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 | $37,652,954,000 | 24 |
| Managed Assets ($) | $7,782,207,000 | 42 |
| Personal trust and agency accounts, managed assets | $3,688,503,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 310 |
| Employee benefit-defined benefit accounts, managed assets | $23,424,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $538,335,000 | 35 |
| Corporate trust and agency accounts, managed assets | $63,339,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $2,687,966,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $780,640,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $487,555,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,870,747,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $1,360,103,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,250,000 | 79 |
| Other retirement accounts, non-managed assets | $15,257,706,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $10,866,114,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $30,161,000 | 66 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,307,413,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $81,492,052,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,124,096,000 | 20 |
| 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 | $46,342,338,000 | 22 |
| Managed Assets ($) | $7,889,003,000 | 41 |
| Personal trust and agency accounts, managed assets | $3,723,230,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 308 |
| Employee benefit-defined benefit accounts, managed assets | $23,716,000 | 120 |
| Other employee benefit and retirement-related accounts, managed assets | $529,805,000 | 38 |
| Corporate trust and agency accounts, managed assets | $65,886,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $2,747,290,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $799,076,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $480,039,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,453,335,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $1,340,926,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,429,000 | 75 |
| Other retirement accounts, non-managed assets | $25,172,293,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $9,534,802,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $41,855,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,313,030,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $82,372,404,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,606,740,000 | 9 |
| 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 | $56,295,237,000 | 21 |
| Managed Assets ($) | $7,625,772,000 | 41 |
| Personal trust and agency accounts, managed assets | $3,728,811,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 486 |
| Employee benefit-defined benefit accounts, managed assets | $22,515,000 | 130 |
| Other employee benefit and retirement-related accounts, managed assets | $521,526,000 | 36 |
| Corporate trust and agency accounts, managed assets | $57,095,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $2,509,446,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $786,379,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $472,120,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,101,993,000 | 14 |
| Non-managed Assets ($) | $48,669,465,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $1,302,254,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,000 | 490 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,953,000 | 77 |
| Other retirement accounts, non-managed assets | $34,832,541,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $10,221,434,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $43,461,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,219,820,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $82,179,993,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,271,766,000 | 8 |
| 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 | $46,885,469,000 | 21 |
| Managed Assets ($) | $7,807,115,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,994,128,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $22,427,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $518,398,000 | 35 |
| Corporate trust and agency accounts, managed assets | $47,833,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $2,445,658,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $778,671,000 | 28 |
| 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 | $467,588,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,078,354,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $1,318,499,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $34,184,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,901,000 | 80 |
| Other retirement accounts, non-managed assets | $25,012,689,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $10,385,926,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $39,945,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,237,210,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $71,858,776,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,430,921,000 | 9 |
| 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 | $44,264,801,000 | 22 |
| Managed Assets ($) | $7,573,896,000 | 40 |
| Personal trust and agency accounts, managed assets | $3,741,282,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 311 |
| Employee benefit-defined benefit accounts, managed assets | $25,294,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $526,383,000 | 33 |
| Corporate trust and agency accounts, managed assets | $46,884,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $2,453,117,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $780,936,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $473,038,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,690,905,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $1,309,504,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $35,226,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,569,000 | 77 |
| Other retirement accounts, non-managed assets | $22,922,841,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $10,087,881,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $29,309,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,255,575,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $76,370,281,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,629,725,000 | 9 |
| 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 | $43,461,869,000 | 23 |
| Managed Assets ($) | $7,068,223,000 | 42 |
| Personal trust and agency accounts, managed assets | $3,385,793,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 314 |
| Employee benefit-defined benefit accounts, managed assets | $24,776,000 | 116 |
| Other employee benefit and retirement-related accounts, managed assets | $516,772,000 | 33 |
| Corporate trust and agency accounts, managed assets | $32,288,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $2,338,964,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $769,630,000 | 28 |
| 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 | $462,828,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,393,646,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $1,330,937,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $36,053,000 | 169 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,532,000 | 79 |
| Other retirement accounts, non-managed assets | $22,739,311,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $9,974,098,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $44,999,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,217,716,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $74,056,191,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,445,104,000 | 10 |
| 2013-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $39,854,917,000 | 23 |
| Managed Assets ($) | $7,049,946,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,397,033,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 514 |
| Employee benefit-defined benefit accounts, managed assets | $25,049,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $510,109,000 | 32 |
| Corporate trust and agency accounts, managed assets | $31,953,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $2,328,480,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $757,322,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $456,947,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,962,835,000 | 13 |
| Non-managed Assets ($) | $32,804,971,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $1,239,282,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $38,204,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,713,000 | 80 |
| Other retirement accounts, non-managed assets | $19,476,670,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $9,744,511,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $63,150,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,194,441,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $75,024,846,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,914,406,000 | 10 |
| 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 | $38,283,098,000 | 24 |
| Managed Assets ($) | $6,671,245,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,179,232,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 302 |
| Employee benefit-defined benefit accounts, managed assets | $23,810,000 | 119 |
| Other employee benefit and retirement-related accounts, managed assets | $483,057,000 | 32 |
| Corporate trust and agency accounts, managed assets | $32,077,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $2,221,732,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $731,337,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $431,227,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,611,853,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $1,203,932,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $40,064,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,568,000 | 82 |
| Other retirement accounts, non-managed assets | $18,172,748,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $9,976,388,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $58,120,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,113,033,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $69,199,215,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,589,684,000 | 11 |
| 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 | $36,988,536,000 | 25 |
| Managed Assets ($) | $6,679,257,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,312,466,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $22,984,000 | 121 |
| Other employee benefit and retirement-related accounts, managed assets | $463,917,000 | 32 |
| Corporate trust and agency accounts, managed assets | $31,725,000 | 25 |
| Investment management and investment advisory agency accounts, managed assets | $2,130,655,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $717,510,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $413,319,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,309,279,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $1,142,066,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $41,736,000 | 152 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,214,000 | 80 |
| Other retirement accounts, non-managed assets | $17,554,912,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $9,383,146,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $56,607,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,083,598,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $62,954,961,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,978,308,000 | 11 |
| 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 | $36,105,872,000 | 25 |
| Managed Assets ($) | $6,761,929,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,387,116,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $23,537,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $468,154,000 | 32 |
| Corporate trust and agency accounts, managed assets | $32,583,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $2,134,320,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $716,219,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $416,842,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,343,943,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $964,735,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $41,704,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $48,147,000 | 79 |
| Other retirement accounts, non-managed assets | $16,936,139,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $9,196,370,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $55,040,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,101,808,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $65,237,570,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,355,634,000 | 11 |
| 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 | $34,608,279,000 | 25 |
| Managed Assets ($) | $6,422,709,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,213,645,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 530 |
| Employee benefit-defined benefit accounts, managed assets | $22,656,000 | 132 |
| Other employee benefit and retirement-related accounts, managed assets | $445,425,000 | 32 |
| Corporate trust and agency accounts, managed assets | $32,263,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $2,018,262,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $690,458,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $394,827,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,501,193,000 | 14 |
| Non-managed Assets ($) | $28,185,570,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $950,426,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $43,446,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,286,000 | 83 |
| Other retirement accounts, non-managed assets | $15,848,533,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $9,208,623,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $43,543,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,046,713,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $62,129,032,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,883,521,000 | 11 |
| 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 | $33,961,395,000 | 25 |
| Managed Assets ($) | $5,569,441,000 | 43 |
| Personal trust and agency accounts, managed assets | $2,465,019,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, managed assets | $23,190,000 | 122 |
| Other employee benefit and retirement-related accounts, managed assets | $448,828,000 | 32 |
| Corporate trust and agency accounts, managed assets | $32,412,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $1,919,886,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $680,106,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $397,819,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,391,954,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $989,763,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $44,259,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,669,000 | 83 |
| Other retirement accounts, non-managed assets | $15,707,452,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $9,559,202,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $50,846,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,996,763,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $59,006,844,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,744,042,000 | 10 |
| 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 | $32,843,768,000 | 25 |
| Managed Assets ($) | $5,378,930,000 | 44 |
| Personal trust and agency accounts, managed assets | $2,384,805,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $22,341,000 | 123 |
| Other employee benefit and retirement-related accounts, managed assets | $423,277,000 | 31 |
| Corporate trust and agency accounts, managed assets | $30,066,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $1,860,016,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $658,425,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $373,044,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,464,838,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $998,352,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $45,199,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,668,000 | 81 |
| Other retirement accounts, non-managed assets | $14,853,963,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $9,531,827,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $48,982,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,943,847,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $55,682,209,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,317,625,000 | 9 |
| 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 | $32,433,597,000 | 26 |
| Managed Assets ($) | $5,466,009,000 | 44 |
| Personal trust and agency accounts, managed assets | $2,419,982,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $24,226,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $433,288,000 | 32 |
| Corporate trust and agency accounts, managed assets | $27,598,000 | 21 |
| Investment management and investment advisory agency accounts, managed assets | $1,894,229,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $666,686,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $381,622,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,967,588,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $846,693,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $45,165,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,172,000 | 82 |
| Other retirement accounts, non-managed assets | $14,599,331,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $9,341,893,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $47,006,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,044,328,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $135,780,363,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,058,879,000 | 10 |
| 2011-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $32,440,127,000 | 25 |
| Managed Assets ($) | $5,292,566,000 | 44 |
| Personal trust and agency accounts, managed assets | $2,419,665,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 547 |
| Employee benefit-defined benefit accounts, managed assets | $88,133,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $401,903,000 | 31 |
| Corporate trust and agency accounts, managed assets | $27,319,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $1,729,469,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $626,077,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $351,904,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,344,943,000 | 17 |
| Non-managed Assets ($) | $27,147,561,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $789,417,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $47,685,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $257,759,000 | 45 |
| Other retirement accounts, non-managed assets | $15,097,238,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $8,986,970,000 | 11 |
| Investment management and advisory agency accounts, non-managed assets | $57,091,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,911,401,000 | 4 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $120,325,509,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,238,377,000 | 8 |
| 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 | $26,509,080,000 | 29 |
| Managed Assets ($) | $4,882,960,000 | 46 |
| Personal trust and agency accounts, managed assets | $2,145,373,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $86,375,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $389,667,000 | 33 |
| Corporate trust and agency accounts, managed assets | $26,929,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $1,622,395,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $612,221,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $338,880,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,626,120,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $765,067,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $47,875,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $239,525,000 | 46 |
| Other retirement accounts, non-managed assets | $9,451,066,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $9,195,207,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $36,197,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,891,183,000 | 3 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $112,606,822,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $9,370,926,000 | 7 |
| 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 | $26,487,241,000 | 31 |
| Managed Assets ($) | $5,374,933,000 | 47 |
| Personal trust and agency accounts, managed assets | $2,301,200,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 297 |
| Employee benefit-defined benefit accounts, managed assets | $208,684,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $419,769,000 | 33 |
| Corporate trust and agency accounts, managed assets | $27,466,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $1,737,813,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $680,001,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $365,939,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,112,308,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $798,593,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $46,083,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $158,611,000 | 52 |
| Other retirement accounts, non-managed assets | $8,466,715,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $9,461,730,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $46,838,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,133,738,000 | 4 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $129,283,286,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,382,660,000 | 9 |
| 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 | $26,796,524,000 | 30 |
| Managed Assets ($) | $5,446,999,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,256,822,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $46,539,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $216,522,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $440,708,000 | 32 |
| Corporate trust and agency accounts, managed assets | $27,611,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $1,770,656,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $688,141,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $354,967,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,349,525,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $798,593,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, non-managed Assets | $153,692,000 | 53 |
| Other retirement accounts, non-managed assets | $8,936,364,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $9,291,505,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $49,475,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,119,896,000 | 4 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $126,649,245,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,882,851,000 | 9 |
| 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 | $26,710,886,000 | 32 |
| Managed Assets ($) | $5,259,385,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,220,683,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $47,513,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $213,187,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $425,987,000 | 33 |
| Corporate trust and agency accounts, managed assets | $26,034,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $1,665,384,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $660,597,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $339,668,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,279,441,000 | 17 |
| Non-managed Assets ($) | $21,451,501,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $795,246,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
| Employee benefit-defined benefit accounts, non-managed Assets | $145,555,000 | 54 |
| Other retirement accounts, non-managed assets | $8,507,424,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $9,888,526,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $58,603,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,056,147,000 | 4 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $118,267,652,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,456,935,000 | 9 |
| 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 | $24,915,912,000 | 32 |
| Managed Assets ($) | $4,782,730,000 | 49 |
| Personal trust and agency accounts, managed assets | $2,085,371,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $48,483,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $204,908,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $373,395,000 | 33 |
| Corporate trust and agency accounts, managed assets | $23,699,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $1,526,164,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $520,710,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $318,791,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,133,182,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $817,455,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,471,000 | 56 |
| Other retirement accounts, non-managed assets | $7,910,964,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $9,237,734,000 | 12 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,033,558,000 | 4 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $106,442,522,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,828,789,000 | 9 |
| 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 | $23,790,852,000 | 32 |
| Managed Assets ($) | $4,539,326,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,046,629,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $48,384,000 | 108 |
| Employee benefit-defined benefit accounts, managed assets | $198,732,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $351,098,000 | 33 |
| Corporate trust and agency accounts, managed assets | $16,427,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $1,379,788,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $498,268,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,251,526,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $792,684,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,212,000 | 57 |
| Other retirement accounts, non-managed assets | $7,143,995,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $9,245,332,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,950,303,000 | 4 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $100,780,073,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $23,984,238,000 | 32 |
| Managed Assets ($) | $4,663,901,000 | 47 |
| Personal trust and agency accounts, managed assets | $2,114,312,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $256,832,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $367,061,000 | 34 |
| Corporate trust and agency accounts, managed assets | $13,170,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $1,383,201,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $529,325,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,320,337,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $796,026,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,891,000 | 57 |
| Other retirement accounts, non-managed assets | $7,057,815,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $9,275,843,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,052,762,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $105,664,332,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $23,958,707,000 | 32 |
| Managed Assets ($) | $4,489,564,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,014,008,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 604 |
| Employee benefit-defined benefit accounts, managed assets | $256,456,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $354,588,000 | 35 |
| Corporate trust and agency accounts, managed assets | $10,997,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $1,331,007,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $522,508,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $354,588,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $377,100,000 | 35 |
| Non-managed Assets ($) | $19,469,143,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $770,990,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
| Employee benefit-defined benefit accounts, non-managed Assets | $130,786,000 | 60 |
| Other retirement accounts, non-managed assets | $7,338,836,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $9,133,790,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $59,271,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,035,470,000 | 5 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $101,269,180,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,338,836,000 | 7 |
| 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 | $20,225,164,000 | 35 |
| Managed Assets ($) | $4,200,487,000 | 52 |
| Personal trust and agency accounts, managed assets | $2,404,097,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $242,308,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $327,580,000 | 35 |
| Corporate trust and agency accounts, managed assets | $10,946,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $1,215,556,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,024,677,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $2,712,697,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $182,065,000 | 50 |
| Other retirement accounts, non-managed assets | $6,479,362,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $6,650,553,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $94,233,877,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $19,486,966,000 | 34 |
| Managed Assets ($) | $4,654,484,000 | 50 |
| Personal trust and agency accounts, managed assets | $2,340,568,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $267,539,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $314,704,000 | 36 |
| Corporate trust and agency accounts, managed assets | $10,748,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $1,720,925,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,832,482,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $2,421,165,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $129,423,000 | 54 |
| Other retirement accounts, non-managed assets | $5,555,394,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $6,726,500,000 | 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 | 115 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $81,949,901,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $19,375,376,000 | 35 |
| Managed Assets ($) | $4,439,797,000 | 50 |
| Personal trust and agency accounts, managed assets | $2,281,238,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $271,630,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $282,431,000 | 36 |
| Corporate trust and agency accounts, managed assets | $10,728,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $1,593,770,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,935,579,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $2,206,029,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,104,000 | 59 |
| Other retirement accounts, non-managed assets | $5,264,120,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $7,366,326,000 | 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 | 118 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $71,999,169,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $20,347,779,000 | 36 |
| Managed Assets ($) | $4,636,891,000 | 49 |
| Personal trust and agency accounts, managed assets | $2,370,731,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 632 |
| Employee benefit-defined benefit accounts, managed assets | $330,734,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $285,012,000 | 36 |
| Corporate trust and agency accounts, managed assets | $10,688,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $1,639,726,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,710,888,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $2,391,454,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,663,000 | 76 |
| Other retirement accounts, non-managed assets | $5,844,994,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $7,412,777,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $74,269,263,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $22,707,956,000 | 36 |
| Managed Assets ($) | $4,999,869,000 | 50 |
| Personal trust and agency accounts, managed assets | $2,607,731,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 321 |
| Employee benefit-defined benefit accounts, managed assets | $354,821,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $312,407,000 | 36 |
| Corporate trust and agency accounts, managed assets | $10,480,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $1,714,430,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,708,087,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $2,863,679,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,418,000 | 76 |
| Other retirement accounts, non-managed assets | $6,838,555,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $7,930,435,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $87,227,120,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $23,833,218,000 | 39 |
| Managed Assets ($) | $5,169,344,000 | 54 |
| Personal trust and agency accounts, managed assets | $2,708,388,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $369,724,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $339,339,000 | 37 |
| Corporate trust and agency accounts, managed assets | $10,539,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $1,741,354,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,663,874,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $3,134,947,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,291,000 | 85 |
| Other retirement accounts, non-managed assets | $6,896,324,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $8,576,312,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $100,745,327,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $24,344,678,000 | 36 |
| Managed Assets ($) | $5,014,035,000 | 54 |
| Personal trust and agency accounts, managed assets | $2,629,529,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, managed assets | $377,006,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $323,207,000 | 35 |
| Corporate trust and agency accounts, managed assets | $10,789,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $1,673,504,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,330,643,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $3,168,412,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,749,000 | 88 |
| Other retirement accounts, non-managed assets | $7,144,273,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $8,958,209,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $94,503,158,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $26,579,821,000 | 37 |
| Managed Assets ($) | $5,185,817,000 | 53 |
| Personal trust and agency accounts, managed assets | $2,766,873,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 666 |
| Employee benefit-defined benefit accounts, managed assets | $388,133,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $324,360,000 | 36 |
| Corporate trust and agency accounts, managed assets | $10,821,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $1,695,630,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,394,004,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $3,386,562,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
| Employee benefit-defined benefit accounts, non-managed Assets | $73,166,000 | 88 |
| Other retirement accounts, non-managed assets | $7,561,126,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $10,373,150,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $100,232,634,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $26,990,155,000 | 36 |
| Managed Assets ($) | $5,217,060,000 | 53 |
| Personal trust and agency accounts, managed assets | $2,793,312,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
| Employee benefit-defined benefit accounts, managed assets | $391,908,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $330,433,000 | 35 |
| Corporate trust and agency accounts, managed assets | $16,020,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $1,685,387,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,773,095,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $3,338,063,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,572,000 | 87 |
| Other retirement accounts, non-managed assets | $7,481,166,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $10,879,294,000 | 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 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $91,076,391,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $24,391,340,000 | 37 |
| Managed Assets ($) | $5,144,928,000 | 53 |
| Personal trust and agency accounts, managed assets | $2,803,042,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
| Employee benefit-defined benefit accounts, managed assets | $385,630,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $329,796,000 | 35 |
| Corporate trust and agency accounts, managed assets | $16,020,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $1,610,440,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,246,412,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $3,017,584,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,312,000 | 90 |
| Other retirement accounts, non-managed assets | $6,550,277,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $9,606,239,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $86,121,632,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $22,910,708,000 | 39 |
| Managed Assets ($) | $5,056,940,000 | 53 |
| Personal trust and agency accounts, managed assets | $2,742,398,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $50,000 | 320 |
| Employee benefit-defined benefit accounts, managed assets | $376,738,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $313,988,000 | 35 |
| Corporate trust and agency accounts, managed assets | $16,305,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $1,607,461,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,853,768,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $2,650,817,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $67,576,000 | 89 |
| Other retirement accounts, non-managed assets | $6,744,225,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $8,391,150,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $81,197,811,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $22,362,708,000 | 39 |
| Managed Assets ($) | $5,131,404,000 | 53 |
| Personal trust and agency accounts, managed assets | $2,786,247,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $17,819,000 | 237 |
| Employee benefit-defined benefit accounts, managed assets | $376,341,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $313,042,000 | 35 |
| Corporate trust and agency accounts, managed assets | $16,787,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $1,621,168,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,231,304,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $2,595,701,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,343,000 | 92 |
| Other retirement accounts, non-managed assets | $6,496,365,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $8,073,895,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $92,839,539,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $20,759,612,000 | 42 |
| Managed Assets ($) | $4,937,086,000 | 58 |
| Personal trust and agency accounts, managed assets | $2,659,130,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $17,014,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $365,264,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $302,773,000 | 40 |
| Corporate trust and agency accounts, managed assets | $17,057,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $1,575,848,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,822,526,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $1,995,463,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,019,000 | 93 |
| Other retirement accounts, non-managed assets | $6,277,209,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $7,479,835,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $89,885,458,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $21,566,500,000 | 41 |
| Managed Assets ($) | $4,704,827,000 | 61 |
| Personal trust and agency accounts, managed assets | $2,600,728,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,672,000 | 206 |
| Employee benefit-defined benefit accounts, managed assets | $336,801,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $298,422,000 | 40 |
| Corporate trust and agency accounts, managed assets | $17,053,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $1,435,151,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,861,673,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $1,970,862,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,652,000 | 91 |
| Other retirement accounts, non-managed assets | $6,438,302,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $8,369,857,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $86,996,312,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $19,762,313,000 | 42 |
| Managed Assets ($) | $4,796,698,000 | 62 |
| Personal trust and agency accounts, managed assets | $2,632,388,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,784,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $348,535,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $305,146,000 | 39 |
| Corporate trust and agency accounts, managed assets | $17,343,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $1,476,502,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,965,615,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $2,044,762,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,502,000 | 87 |
| Other retirement accounts, non-managed assets | $5,951,133,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $6,885,218,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $86,241,518,000 | 22 |
| 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 | $18,975,467,000 | 43 |
| Managed Assets ($) | $4,693,819,000 | 63 |
| Personal trust and agency accounts, managed assets | $2,568,403,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,014,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $346,610,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $296,220,000 | 40 |
| Corporate trust and agency accounts, managed assets | $17,634,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $1,448,938,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,281,648,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $1,998,972,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $229,000 | 647 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,775,000 | 89 |
| Other retirement accounts, non-managed assets | $5,516,568,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $6,686,104,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $81,179,993,000 | 23 |
| 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 | $17,681,346,000 | 44 |
| Managed Assets ($) | $4,721,151,000 | 64 |
| Personal trust and agency accounts, managed assets | $2,613,099,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,290,000 | 215 |
| Employee benefit-defined benefit accounts, managed assets | $346,095,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $298,500,000 | 40 |
| Corporate trust and agency accounts, managed assets | $17,870,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $1,429,297,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,960,195,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $1,755,317,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $435,000 | 320 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,218,000 | 89 |
| Other retirement accounts, non-managed assets | $5,420,198,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $5,708,027,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $77,865,983,000 | 23 |
| 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 | $16,935,080,000 | 43 |
| Managed Assets ($) | $4,725,819,000 | 60 |
| Personal trust and agency accounts, managed assets | $2,622,597,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,875,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $341,979,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $296,070,000 | 40 |
| Corporate trust and agency accounts, managed assets | $18,213,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $1,427,085,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,209,261,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,706,172,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $603,000 | 326 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,732,000 | 88 |
| Other retirement accounts, non-managed assets | $5,190,747,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $5,239,007,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $75,119,671,000 | 23 |
| 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 | $16,254,837,000 | 44 |
| Managed Assets ($) | $4,698,321,000 | 63 |
| Personal trust and agency accounts, managed assets | $2,616,457,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $19,579,000 | 205 |
| Employee benefit-defined benefit accounts, managed assets | $347,074,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $300,383,000 | 41 |
| Corporate trust and agency accounts, managed assets | $12,749,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $1,402,079,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,556,516,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $1,771,259,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $615,000 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,453,000 | 93 |
| Other retirement accounts, non-managed assets | $5,113,246,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $4,601,943,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $72,490,102,000 | 23 |
| 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 | $16,453,488,000 | 45 |
| Managed Assets ($) | $4,969,569,000 | 63 |
| Personal trust and agency accounts, managed assets | $2,810,051,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,344,000 | 452 |
| Employee benefit-defined benefit accounts, managed assets | $368,971,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $302,909,000 | 40 |
| Corporate trust and agency accounts, managed assets | $13,030,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $1,470,264,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,483,919,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,817,206,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $229,000 | 659 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,722,000 | 100 |
| Other retirement accounts, non-managed assets | $5,194,631,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $4,412,131,000 | 22 |
| 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 | $70,856,233,000 | 23 |
| 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 | $15,568,504,000 | 46 |
| Managed Assets ($) | $4,777,641,000 | 62 |
| Personal trust and agency accounts, managed assets | $2,536,322,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,051,000 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $354,704,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $290,421,000 | 40 |
| Corporate trust and agency accounts, managed assets | $13,054,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $1,579,089,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,790,863,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $1,719,783,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $285,000 | 323 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,710,000 | 102 |
| Other retirement accounts, non-managed assets | $4,787,994,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $4,231,091,000 | 22 |
| 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 | $69,073,425,000 | 25 |
| 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 | $15,996,273,000 | 46 |
| Managed Assets ($) | $4,786,727,000 | 63 |
| Personal trust and agency accounts, managed assets | $2,522,963,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $286,566,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $365,229,000 | 34 |
| Corporate trust and agency accounts, managed assets | $14,587,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $1,597,382,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,209,546,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $1,749,720,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $285,000 | 331 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,684,000 | 97 |
| Other retirement accounts, non-managed assets | $4,947,291,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $4,458,566,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $70,109,458,000 | 27 |
| 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 | $15,477,170,000 | 47 |
| Managed Assets ($) | $5,249,737,000 | 63 |
| Personal trust and agency accounts, managed assets | $2,676,986,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $290,613,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $364,087,000 | 35 |
| Corporate trust and agency accounts, managed assets | $14,955,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $1,903,096,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,227,433,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $1,145,071,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $302,000 | 334 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,285,000 | 103 |
| Other retirement accounts, non-managed assets | $4,902,803,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $4,127,972,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $69,889,821,000 | 27 |
| 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 | $31,648,141,000 | 37 |
| Managed Assets ($) | $8,920,436,000 | 43 |
| Personal trust and agency accounts, managed assets | $2,076,031,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,942,984,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $401,103,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $801,324,000 | 23 |
| Corporate trust and agency accounts, managed assets | $2,975,000 | 132 |
| Investment management and investment advisory agency accounts, managed assets | $1,696,019,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,727,705,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $671,094,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $201,345,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $427,383,000 | 57 |
| Other retirement accounts, non-managed assets | $17,524,896,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $3,902,987,000 | 27 |
| 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 | $69,795,096,000 | 27 |
| 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 | $33,873,861,000 | 36 |
| Managed Assets ($) | $9,557,305,000 | 37 |
| Personal trust and agency accounts, managed assets | $2,043,169,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,881,920,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $675,803,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $1,372,409,000 | 17 |
| Corporate trust and agency accounts, managed assets | $3,018,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $1,580,986,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,316,556,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $635,623,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $239,583,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $953,676,000 | 42 |
| Other retirement accounts, non-managed assets | $18,710,965,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $3,776,709,000 | 28 |
| 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 | $65,655,922,000 | 26 |
| 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 | $31,982,305,000 | 36 |
| Managed Assets ($) | $9,554,995,000 | 38 |
| Personal trust and agency accounts, managed assets | $2,052,637,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,857,197,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $653,661,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $1,474,737,000 | 15 |
| Corporate trust and agency accounts, managed assets | $2,959,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $1,513,804,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,427,310,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $631,619,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $255,031,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $957,393,000 | 40 |
| Other retirement accounts, non-managed assets | $16,792,759,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $3,790,508,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $64,562,845,000 | 27 |
| 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 | $35,764,111,000 | 30 |
| Managed Assets ($) | $11,181,783,000 | 33 |
| Personal trust and agency accounts, managed assets | $1,978,205,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,560,830,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $475,737,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $1,506,923,000 | 13 |
| Corporate trust and agency accounts, managed assets | $11,187,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $3,648,901,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,582,328,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $582,981,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $246,946,000 | 93 |
| Employee benefit-defined benefit accounts, non-managed Assets | $983,981,000 | 40 |
| Other retirement accounts, non-managed assets | $15,712,694,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $7,055,726,000 | 22 |
| 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 | $59,919,450,000 | 25 |
| 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 | $36,318,476,000 | 30 |
| Managed Assets ($) | $11,724,123,000 | 32 |
| Personal trust and agency accounts, managed assets | $2,030,577,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,505,566,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $398,716,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $2,135,235,000 | 12 |
| Corporate trust and agency accounts, managed assets | $2,826,000 | 153 |
| Investment management and investment advisory agency accounts, managed assets | $3,651,203,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,594,353,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $530,492,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $303,190,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $644,963,000 | 49 |
| Other retirement accounts, non-managed assets | $15,776,200,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $7,339,508,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $60,951,093,000 | 26 |
| 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 | $35,566,096,000 | 30 |
| Managed Assets ($) | $12,081,858,000 | 34 |
| Personal trust and agency accounts, managed assets | $2,136,956,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,229,221,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $633,035,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $2,045,665,000 | 11 |
| Corporate trust and agency accounts, managed assets | $10,235,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $3,026,746,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,484,238,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $540,339,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $393,360,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $792,478,000 | 42 |
| Other retirement accounts, non-managed assets | $14,725,209,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $7,032,852,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $70,918,439,000 | 20 |
| 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 |
