Home > Wells Fargo Bank > Total Fiduciary and Related Assets
Wells Fargo Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $297,680,000,000 | 13 |
| Managed Assets ($) | $146,066,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $42,089,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 407 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $5,390,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $5,583,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $71,966,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $21,038,000,000 | 7 |
| 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 | $5,390,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $151,614,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $5,595,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 356 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $70,000,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $145,264,000,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $609,000,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $75,000,000 | 40 |
| Other fiduciary accounts, non-managed assets | $1,000,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $494,380,000,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $70,000,000 | 72 |
| 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 | $298,896,000,000 | 12 |
| Managed Assets ($) | $139,086,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $39,546,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $5,116,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $5,700,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $68,770,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $19,954,000,000 | 7 |
| 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 | $5,116,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $159,810,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $5,441,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 247 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $71,000,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $153,602,000,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $625,000,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $70,000,000 | 38 |
| Other fiduciary accounts, non-managed assets | $1,000,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $594,854,000,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $71,000,000 | 57 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $348,586,000,000 | 10 |
| Managed Assets ($) | $146,086,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $41,206,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 326 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $5,379,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $6,852,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $71,886,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $20,763,000,000 | 7 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $5,379,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $202,500,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $5,523,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $73,000,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $196,145,000,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $686,000,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $72,000,000 | 36 |
| Other fiduciary accounts, non-managed assets | $1,000,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $552,599,000,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $73,000,000 | 64 |
| 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 | $360,949,000,000 | 11 |
| Managed Assets ($) | $146,147,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $41,187,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $5,808,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $7,076,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $71,649,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $20,427,000,000 | 7 |
| 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 | $5,808,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $214,802,000,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $5,383,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $329,000,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $79,000,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $208,280,000,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $660,000,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $70,000,000 | 38 |
| Other fiduciary accounts, non-managed assets | $1,000,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $690,368,000,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $79,000,000 | 55 |
| 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 | $365,049,000,000 | 10 |
| Managed Assets ($) | $144,310,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $41,655,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 385 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $5,801,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $7,146,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $69,595,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $20,113,000,000 | 6 |
| 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 | $5,801,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $220,739,000,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $5,743,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $325,000,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 128 |
| Other retirement accounts, non-managed assets | $80,000,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $213,873,000,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $647,000,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $69,000,000 | 38 |
| Other fiduciary accounts, non-managed assets | $1,000,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $710,225,000,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $80,000,000 | 62 |
| 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 | $370,308,000,000 | 10 |
| Managed Assets ($) | $140,322,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $39,550,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $5,807,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $7,330,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $68,127,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $19,508,000,000 | 6 |
| 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 | $5,807,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $229,986,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $5,515,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $329,000,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 113 |
| Other retirement accounts, non-managed assets | $79,000,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $223,258,000,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $625,000,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $73,000,000 | 33 |
| Other fiduciary accounts, non-managed assets | $106,000,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $709,088,000,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $79,000,000 | 56 |
| 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 | $400,715,000,000 | 8 |
| Managed Assets ($) | $151,366,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $42,355,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $6,376,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $7,629,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $74,181,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $20,825,000,000 | 6 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,376,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $249,349,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $5,487,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $330,000,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 105 |
| Other retirement accounts, non-managed assets | $80,000,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $242,301,000,000 | 4 |
| Investment management and advisory agency accounts, non-managed assets | $689,000,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $82,000,000 | 29 |
| Other fiduciary accounts, non-managed assets | $379,000,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $697,596,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $80,000,000 | 55 |
| 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 | $479,857,000,000 | 8 |
| Managed Assets ($) | $173,609,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $48,009,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $0 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $7,566,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $8,095,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $86,387,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $23,552,000,000 | 6 |
| 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 | $7,566,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $306,248,000,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $5,701,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $323,000,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,000,000 | 102 |
| Other retirement accounts, non-managed assets | $170,000,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $297,629,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $822,000,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $91,000,000 | 28 |
| Other fiduciary accounts, non-managed assets | $1,511,000,000 | 15 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $552,957,000,000 | 11 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $170,000,000 | 40 |
| 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 | $720,390,000,000 | 8 |
| Managed Assets ($) | $206,736,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $51,282,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,000,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $7,890,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $12,251,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $8,710,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $99,081,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $26,894,000,000 | 5 |
| Other fiduciary accounts, managed assets | $460,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $12,251,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $513,654,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $5,988,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,459,000,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,267,000,000 | 5 |
| Other retirement accounts, non-managed assets | $27,384,000,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $337,371,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $972,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $352,000,000 | 17 |
| Other fiduciary accounts, non-managed assets | $22,861,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $979,725,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $27,384,000,000 | 9 |
| 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 | $742,598,000,000 | 7 |
| Managed Assets ($) | $204,316,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $49,904,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,000,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $8,198,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $12,438,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $8,357,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $98,695,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $26,044,000,000 | 5 |
| Other fiduciary accounts, managed assets | $443,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $12,438,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $538,282,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $5,643,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,341,000,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,721,000,000 | 5 |
| Other retirement accounts, non-managed assets | $26,994,000,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $362,216,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $1,032,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $347,000,000 | 17 |
| Other fiduciary accounts, non-managed assets | $22,988,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $925,731,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $13,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $26,994,000,000 | 9 |
| 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 | $759,707,000,000 | 7 |
| Managed Assets ($) | $211,179,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $52,290,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $240,000,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $8,259,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $12,729,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $9,691,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $100,853,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $26,588,000,000 | 5 |
| Other fiduciary accounts, managed assets | $529,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $12,729,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $548,528,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $4,221,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $24,212,000,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,283,000,000 | 5 |
| Other retirement accounts, non-managed assets | $27,216,000,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $372,513,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $1,081,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $340,000,000 | 17 |
| Other fiduciary accounts, non-managed assets | $23,662,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $936,897,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $27,216,000,000 | 9 |
| 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 | $878,177,000,000 | 7 |
| Managed Assets ($) | $207,473,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $51,007,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $265,000,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $7,989,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $13,800,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $10,604,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $97,530,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $25,764,000,000 | 5 |
| Other fiduciary accounts, managed assets | $514,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $13,800,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $670,704,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $3,917,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $137,784,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,519,000,000 | 5 |
| Other retirement accounts, non-managed assets | $28,776,000,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $383,183,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $1,048,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $481,000,000 | 14 |
| Other fiduciary accounts, non-managed assets | $23,996,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $883,134,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $13,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $28,776,000,000 | 9 |
| 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 | $971,648,000,000 | 7 |
| Managed Assets ($) | $205,833,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $50,020,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $258,000,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $8,266,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $13,408,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $12,541,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $95,935,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $24,900,000,000 | 5 |
| Other fiduciary accounts, managed assets | $505,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $13,408,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,065,000,000 | 9 |
| Non-managed Assets ($) | $765,815,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $4,641,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $203,972,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,957,000,000 | 5 |
| Other retirement accounts, non-managed assets | $29,504,000,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $409,766,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $1,030,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $390,000,000 | 16 |
| Other fiduciary accounts, non-managed assets | $24,555,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $874,025,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $26,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $29,504,000,000 | 8 |
| 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 | $955,011,000,000 | 7 |
| Managed Assets ($) | $190,993,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $46,667,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $268,000,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $8,110,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $12,807,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $10,282,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $89,721,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $22,634,000,000 | 5 |
| Other fiduciary accounts, managed assets | $504,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $12,807,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $764,018,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $4,825,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $202,887,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,463,000,000 | 5 |
| Other retirement accounts, non-managed assets | $28,303,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $413,517,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $960,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $429,000,000 | 14 |
| Other fiduciary accounts, non-managed assets | $24,634,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $882,833,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $56,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $28,303,000,000 | 8 |
| 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 | $964,624,000,000 | 7 |
| Managed Assets ($) | $188,300,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $45,255,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $274,000,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $7,851,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $12,393,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $11,763,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $88,830,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $21,445,000,000 | 5 |
| Other fiduciary accounts, managed assets | $489,000,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,393,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $776,324,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $4,635,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,883,000,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,086,000,000 | 5 |
| Other retirement accounts, non-managed assets | $27,910,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $433,280,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $919,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $506,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $24,105,000,000 | 9 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $896,508,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $29,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $27,910,000,000 | 8 |
| 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 | $943,466,000,000 | 6 |
| Managed Assets ($) | $175,273,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $42,034,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $251,000,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $7,226,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $10,724,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $12,506,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $82,515,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $19,521,000,000 | 5 |
| Other fiduciary accounts, managed assets | $496,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,724,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $768,193,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $4,414,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $185,873,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,845,000,000 | 5 |
| Other retirement accounts, non-managed assets | $27,745,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $439,301,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $810,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $511,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $23,694,000,000 | 10 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $929,528,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $53,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $27,745,000,000 | 8 |
| 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 | $1,030,226,000,000 | 6 |
| Managed Assets ($) | $197,074,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $49,161,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $303,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $8,088,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $12,356,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $9,709,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $94,278,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $22,643,000,000 | 5 |
| Other fiduciary accounts, managed assets | $536,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,356,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,826,000,000 | 10 |
| Non-managed Assets ($) | $833,152,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $4,792,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,310,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,946,000,000 | 5 |
| Other retirement accounts, non-managed assets | $30,760,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $453,005,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $931,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $556,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $29,852,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $976,978,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $35,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $30,760,000,000 | 8 |
| 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 | $1,013,869,000,000 | 6 |
| Managed Assets ($) | $188,474,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $47,209,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $336,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $8,017,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $12,131,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $6,700,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $91,939,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $21,613,000,000 | 5 |
| Other fiduciary accounts, managed assets | $529,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,131,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $825,395,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $4,713,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $214,064,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,194,000,000 | 5 |
| Other retirement accounts, non-managed assets | $30,460,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $452,924,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $930,000,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $510,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $29,600,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $947,180,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $561,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $30,460,000,000 | 8 |
| 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 | $1,010,053,000,000 | 6 |
| Managed Assets ($) | $186,943,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $47,556,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $342,000,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $7,837,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $11,691,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $4,976,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $92,197,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $21,828,000,000 | 5 |
| Other fiduciary accounts, managed assets | $516,000,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $11,691,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $823,110,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $4,708,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,903,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,978,000,000 | 5 |
| Other retirement accounts, non-managed assets | $30,215,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $449,912,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $983,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $504,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $28,907,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $961,218,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,845,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $30,215,000,000 | 8 |
| 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 | $987,404,000,000 | 6 |
| Managed Assets ($) | $184,646,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $47,623,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $328,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $7,606,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $11,645,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $3,201,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $92,232,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $21,508,000,000 | 5 |
| Other fiduciary accounts, managed assets | $503,000,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $11,645,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $802,758,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $4,756,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,045,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,333,000,000 | 5 |
| Other retirement accounts, non-managed assets | $29,568,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $437,684,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $999,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $519,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $28,854,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $931,691,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $820,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $29,568,000,000 | 7 |
| 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 | $955,736,000,000 | 6 |
| Managed Assets ($) | $172,413,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $44,346,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $310,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $7,274,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $11,191,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $1,703,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $86,970,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $20,146,000,000 | 4 |
| Other fiduciary accounts, managed assets | $473,000,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $11,191,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,952,000,000 | 9 |
| Non-managed Assets ($) | $783,323,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $4,786,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $201,371,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,446,000,000 | 5 |
| Other retirement accounts, non-managed assets | $29,110,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $433,263,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $909,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $505,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $26,933,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $888,561,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $836,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $29,110,000,000 | 7 |
| 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 | $1,007,204,000,000 | 6 |
| Managed Assets ($) | $186,188,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $48,671,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $340,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $7,941,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $12,264,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $353,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $94,188,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $21,935,000,000 | 4 |
| Other fiduciary accounts, managed assets | $496,000,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,264,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $821,016,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $5,016,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $222,023,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,309,000,000 | 5 |
| Other retirement accounts, non-managed assets | $30,970,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $438,439,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $999,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $534,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $27,726,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $927,256,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $940,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $30,970,000,000 | 7 |
| 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 | $1,012,322,000,000 | 7 |
| Managed Assets ($) | $183,514,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $48,225,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $334,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $7,835,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $12,182,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $314,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $92,468,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $21,714,000,000 | 3 |
| Other fiduciary accounts, managed assets | $442,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,182,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $828,808,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $5,238,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,772,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,484,000,000 | 5 |
| Other retirement accounts, non-managed assets | $30,012,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $453,127,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $984,000,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $542,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $28,649,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $901,788,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $853,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $30,012,000,000 | 6 |
| 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 | $1,022,322,000,000 | 6 |
| Managed Assets ($) | $183,575,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $49,186,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $362,000,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $7,895,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $12,250,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $303,000,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $91,482,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $21,666,000,000 | 3 |
| Other fiduciary accounts, managed assets | $431,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,250,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $838,747,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $5,316,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $215,983,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,819,000,000 | 5 |
| Other retirement accounts, non-managed assets | $29,958,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $460,183,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $1,001,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $545,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $31,942,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $886,719,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $895,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $29,958,000,000 | 6 |
| 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 | $1,046,859,000,000 | 5 |
| Managed Assets ($) | $186,379,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $50,882,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $402,000,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $8,036,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $12,490,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $225,000,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $92,033,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $21,869,000,000 | 3 |
| Other fiduciary accounts, managed assets | $442,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,490,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,802,000,000 | 10 |
| Non-managed Assets ($) | $860,480,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $5,353,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,314,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,388,000,000 | 5 |
| Other retirement accounts, non-managed assets | $29,863,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $478,449,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $967,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $536,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $31,610,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $885,172,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,186,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $29,863,000,000 | 6 |
| 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 | $1,027,719,000,000 | 5 |
| Managed Assets ($) | $182,261,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $50,157,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $395,000,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $7,862,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $12,407,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $1,212,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $88,534,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $21,258,000,000 | 3 |
| Other fiduciary accounts, managed assets | $436,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,407,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $845,458,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $5,280,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $210,946,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,929,000,000 | 5 |
| Other retirement accounts, non-managed assets | $28,170,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $474,070,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $901,000,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $544,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $33,618,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $841,185,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,860,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $28,170,000,000 | 6 |
| 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 | $1,016,374,000,000 | 5 |
| Managed Assets ($) | $176,011,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $49,655,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $368,000,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $7,862,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $12,048,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $388,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $84,501,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $20,765,000,000 | 3 |
| Other fiduciary accounts, managed assets | $424,000,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,048,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $840,363,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $5,489,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $205,692,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,244,000,000 | 5 |
| Other retirement accounts, non-managed assets | $26,670,000,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $476,502,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $854,000,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $553,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $34,359,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $848,422,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,161,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $26,670,000,000 | 6 |
| 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 | $1,021,066,000,000 | 5 |
| Managed Assets ($) | $173,811,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $49,232,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $368,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $7,801,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $7,674,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $364,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $83,323,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $20,481,000,000 | 3 |
| Other fiduciary accounts, managed assets | $4,568,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,674,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $847,255,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,673,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $200,721,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,903,000,000 | 5 |
| Other retirement accounts, non-managed assets | $3,620,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $492,861,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $1,025,000,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $520,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $55,932,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $748,390,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,032,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,620,000,000 | 14 |
| 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 | $1,002,904,000,000 | 5 |
| Managed Assets ($) | $169,990,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $48,193,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $364,000,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $7,892,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $7,493,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,458,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $80,458,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $19,648,000,000 | 3 |
| Other fiduciary accounts, managed assets | $4,484,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,493,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $4,046,000,000 | 8 |
| Non-managed Assets ($) | $832,914,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,521,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $191,462,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,427,000,000 | 5 |
| Other retirement accounts, non-managed assets | $3,583,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $491,493,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $992,000,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $509,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $53,927,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $729,003,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,410,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $3,584,000,000 | 15 |
| 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 | $1,019,635,000,000 | 4 |
| Managed Assets ($) | $169,376,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $48,533,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $360,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $7,399,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $7,522,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $651,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $80,628,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $19,608,000,000 | 3 |
| Other fiduciary accounts, managed assets | $4,675,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,522,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $850,259,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,266,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $186,876,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,177,000,000 | 5 |
| Other retirement accounts, non-managed assets | $3,611,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $510,508,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $930,000,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $508,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $54,383,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $701,186,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,373,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $4,396,000,000 | 14 |
| 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 | $1,021,977,000,000 | 4 |
| Managed Assets ($) | $165,315,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $48,064,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $358,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $7,241,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $7,262,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $737,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $78,518,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $18,845,000,000 | 3 |
| Other fiduciary accounts, managed assets | $4,290,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,262,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $856,662,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,043,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $184,068,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,102,000,000 | 5 |
| Other retirement accounts, non-managed assets | $3,570,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $524,066,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $936,000,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $558,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $54,319,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $690,822,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,277,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,647,000,000 | 12 |
| 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 | $1,011,352,000,000 | 4 |
| Managed Assets ($) | $164,627,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $47,956,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $322,000,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $7,031,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $7,132,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,272,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $77,878,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $18,821,000,000 | 4 |
| Other fiduciary accounts, managed assets | $4,215,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,131,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $846,725,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,141,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,699,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,449,000,000 | 5 |
| Other retirement accounts, non-managed assets | $3,497,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $523,401,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $949,000,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $594,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $51,995,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $649,562,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,645,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,521,000,000 | 12 |
| 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 | $1,033,744,000,000 | 4 |
| Managed Assets ($) | $163,011,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $47,869,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $325,000,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $6,763,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $7,143,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $1,530,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $76,684,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $18,593,000,000 | 4 |
| Other fiduciary accounts, managed assets | $4,104,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,143,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $4,691,000,000 | 8 |
| Non-managed Assets ($) | $870,733,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,303,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $183,179,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,616,000,000 | 5 |
| Other retirement accounts, non-managed assets | $3,610,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $542,718,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $783,000,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $629,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $51,895,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $658,586,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,057,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,370,000,000 | 12 |
| 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 | $1,036,933,000,000 | 4 |
| Managed Assets ($) | $159,274,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $46,924,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $317,000,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $6,676,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $7,403,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $660,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $75,116,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $18,081,000,000 | 4 |
| Other fiduciary accounts, managed assets | $4,097,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,403,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $877,659,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,302,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,512,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,770,000,000 | 5 |
| Other retirement accounts, non-managed assets | $3,173,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $552,809,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $782,000,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $559,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $52,752,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $633,910,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,803,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $4,851,000,000 | 13 |
| 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 | $1,056,661,000,000 | 5 |
| Managed Assets ($) | $175,132,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $50,123,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,000,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $16,008,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $7,826,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $623,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $76,776,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $19,208,000,000 | 4 |
| Other fiduciary accounts, managed assets | $4,230,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,826,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $881,529,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,493,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $188,562,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,250,000,000 | 5 |
| Other retirement accounts, non-managed assets | $3,368,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $553,264,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $910,000,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $588,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $53,094,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $645,301,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $472,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,042,000,000 | 12 |
| 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 | $1,125,233,000,000 | 5 |
| Managed Assets ($) | $179,820,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $51,119,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $384,000,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $16,775,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $7,867,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $718,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $76,526,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $19,495,000,000 | 4 |
| Other fiduciary accounts, managed assets | $6,936,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,867,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $945,413,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,735,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $187,459,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $77,681,000,000 | 5 |
| Other retirement accounts, non-managed assets | $4,945,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $560,251,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $963,000,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $682,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $107,697,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $719,366,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $117,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $6,565,000,000 | 14 |
| 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 | $1,123,067,000,000 | 5 |
| Managed Assets ($) | $178,012,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $51,029,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $392,000,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $16,178,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $7,685,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $665,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $75,437,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $19,538,000,000 | 4 |
| Other fiduciary accounts, managed assets | $7,088,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,685,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $5,425,000,000 | 8 |
| Non-managed Assets ($) | $945,055,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,746,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,426,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,791,000,000 | 5 |
| Other retirement accounts, non-managed assets | $5,384,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $570,827,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $388,000,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $550,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $104,943,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $717,521,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $77,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $6,729,000,000 | 14 |
| 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 | $1,121,112,000,000 | 5 |
| Managed Assets ($) | $174,518,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $50,838,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $385,000,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $15,872,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $7,586,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $752,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $73,471,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $18,862,000,000 | 4 |
| Other fiduciary accounts, managed assets | $6,752,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,586,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $946,594,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,054,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $178,606,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,776,000,000 | 5 |
| Other retirement accounts, non-managed assets | $5,761,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $576,079,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $319,000,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $524,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $99,475,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $678,474,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $687,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $7,053,000,000 | 14 |
| 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 | $1,126,064,000,000 | 5 |
| Managed Assets ($) | $176,072,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $52,442,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $397,000,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $16,128,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $7,648,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $672,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $73,109,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $18,918,000,000 | 4 |
| Other fiduciary accounts, managed assets | $6,758,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,648,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $949,992,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,734,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $182,224,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,148,000,000 | 5 |
| Other retirement accounts, non-managed assets | $6,384,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $575,176,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $299,000,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $518,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $101,509,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $675,237,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $18,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $7,664,000,000 | 14 |
| 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 | $1,105,550,000,000 | 6 |
| Managed Assets ($) | $172,510,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $52,797,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $407,000,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $15,814,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $7,380,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $420,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $70,103,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $18,683,000,000 | 4 |
| Other fiduciary accounts, managed assets | $6,906,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $7,380,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $933,040,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,764,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $177,364,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,295,000,000 | 5 |
| Other retirement accounts, non-managed assets | $3,798,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $571,973,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $254,000,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $592,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $98,000,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $666,061,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,029,000,000 | 15 |
| 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 | $1,090,650,000,000 | 6 |
| Managed Assets ($) | $171,192,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $52,979,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $434,000,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $15,643,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $7,254,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $628,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $69,065,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $18,481,000,000 | 4 |
| Other fiduciary accounts, managed assets | $6,708,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,254,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $5,496,000,000 | 7 |
| Non-managed Assets ($) | $919,458,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,646,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,296,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $75,653,000,000 | 5 |
| Other retirement accounts, non-managed assets | $4,098,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $564,670,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $214,000,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $585,000,000 | 13 |
| Other fiduciary accounts, non-managed assets | $97,296,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $653,148,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,161,000,000 | 15 |
| 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 | $1,070,508,000,000 | 6 |
| Managed Assets ($) | $165,995,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $52,152,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $464,000,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $15,580,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,951,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $789,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $68,766,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $14,839,000,000 | 4 |
| Other fiduciary accounts, managed assets | $6,454,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,951,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $904,513,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,207,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $166,713,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $72,837,000,000 | 5 |
| Other retirement accounts, non-managed assets | $4,615,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $560,687,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $247,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,553,000,000 | 9 |
| Other fiduciary accounts, non-managed assets | $93,654,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $622,255,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,627,000,000 | 16 |
| 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 | $1,066,769,000,000 | 6 |
| Managed Assets ($) | $162,602,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $52,040,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $416,000,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $15,303,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,644,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $806,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $66,625,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $14,467,000,000 | 4 |
| Other fiduciary accounts, managed assets | $6,301,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,644,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $904,167,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,132,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,322,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,576,000,000 | 5 |
| Other retirement accounts, non-managed assets | $5,082,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $565,930,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $207,000,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,637,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $97,281,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $619,849,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $6,059,000,000 | 15 |
| 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 | $1,088,121,000,000 | 5 |
| Managed Assets ($) | $164,968,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $53,121,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $477,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $16,537,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,698,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $783,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $67,435,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $14,529,000,000 | 4 |
| Other fiduciary accounts, managed assets | $5,388,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,698,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $923,153,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,160,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,474,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,663,000,000 | 5 |
| Other retirement accounts, non-managed assets | $4,486,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $588,727,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $147,000,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,597,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $92,899,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $631,672,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $15,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,431,000,000 | 15 |
| 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 | $1,080,649,000,000 | 5 |
| Managed Assets ($) | $159,716,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $51,998,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $475,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $16,292,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,456,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $641,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $64,597,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $13,957,000,000 | 4 |
| Other fiduciary accounts, managed assets | $5,300,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,456,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $6,063,000,000 | 7 |
| Non-managed Assets ($) | $920,933,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,062,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $150,560,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,300,000,000 | 5 |
| Other retirement accounts, non-managed assets | $4,811,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $603,174,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $209,000,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,544,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $88,273,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $598,145,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $17,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,620,000,000 | 15 |
| 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 | $1,085,613,000,000 | 5 |
| Managed Assets ($) | $159,432,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $52,155,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $531,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $16,515,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,475,000,000 | 8 |
| Corporate trust and agency accounts, managed assets | $533,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $64,351,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $13,581,000,000 | 5 |
| Other fiduciary accounts, managed assets | $5,291,000,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,475,000,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $926,181,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $3,962,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,824,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $67,064,000,000 | 5 |
| Other retirement accounts, non-managed assets | $5,074,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $613,944,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $204,000,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,539,000,000 | 6 |
| Other fiduciary accounts, non-managed assets | $88,570,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $579,012,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $29,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,854,000,000 | 14 |
| 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 | $1,088,164,000,000 | 5 |
| Managed Assets ($) | $165,817,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $51,502,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $526,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $15,688,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,232,000,000 | 6 |
| Corporate trust and agency accounts, managed assets | $505,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $63,687,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $13,250,000,000 | 4 |
| Other fiduciary accounts, managed assets | $14,427,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $6,232,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $922,347,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $3,801,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,594,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,075,000,000 | 5 |
| Other retirement accounts, non-managed assets | $5,357,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $619,001,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $202,000,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,490,000,000 | 6 |
| Other fiduciary accounts, non-managed assets | $87,827,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $563,128,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $6,116,000,000 | 13 |
| 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 | $1,105,905,000,000 | 5 |
| Managed Assets ($) | $169,727,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $53,319,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $591,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $15,271,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,499,000,000 | 6 |
| Corporate trust and agency accounts, managed assets | $527,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $64,629,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $13,451,000,000 | 4 |
| Other fiduciary accounts, managed assets | $15,440,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $6,499,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $936,178,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,048,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,772,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,779,000,000 | 5 |
| Other retirement accounts, non-managed assets | $4,580,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $625,902,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $215,000,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,580,000,000 | 7 |
| Other fiduciary accounts, non-managed assets | $89,302,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $550,771,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $5,314,000,000 | 13 |
| 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 | $1,079,713,000,000 | 5 |
| Managed Assets ($) | $162,714,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $52,263,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $555,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $14,612,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,175,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $581,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $61,451,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $12,468,000,000 | 4 |
| Other fiduciary accounts, managed assets | $14,609,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $6,175,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $6,911,000,000 | 7 |
| Non-managed Assets ($) | $916,999,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $3,820,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,019,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,219,000,000 | 5 |
| Other retirement accounts, non-managed assets | $4,956,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $630,185,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $223,000,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,662,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $83,915,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $556,066,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $5,571,000,000 | 12 |
| 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 | $1,059,496,000,000 | 5 |
| Managed Assets ($) | $154,978,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $50,666,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $569,000,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $14,530,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,056,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $353,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $58,065,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $11,293,000,000 | 4 |
| Other fiduciary accounts, managed assets | $13,446,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $6,056,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $904,518,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $3,743,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,308,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $55,317,000,000 | 5 |
| Other retirement accounts, non-managed assets | $5,224,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $627,130,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $235,000,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,688,000,000 | 4 |
| Other fiduciary accounts, non-managed assets | $82,873,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $521,128,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $5,813,000,000 | 11 |
| 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 | $1,064,051,000,000 | 5 |
| Managed Assets ($) | $169,958,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $56,714,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $694,000,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $15,796,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,709,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $374,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $62,662,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $12,087,000,000 | 4 |
| Other fiduciary accounts, managed assets | $14,922,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $6,709,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $894,093,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $3,953,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,698,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,639,000,000 | 5 |
| Other retirement accounts, non-managed assets | $6,085,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $626,126,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $280,000,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,972,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $57,340,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $537,231,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $6,681,000,000 | 11 |
| 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 | $1,036,636,000,000 | 5 |
| Managed Assets ($) | $169,020,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $57,555,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $742,000,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $15,633,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,688,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $395,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $61,285,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $11,875,000,000 | 4 |
| Other fiduciary accounts, managed assets | $14,847,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $6,688,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $867,616,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,094,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,398,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,721,000,000 | 5 |
| Other retirement accounts, non-managed assets | $5,658,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $607,843,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $326,000,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,009,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $51,567,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $536,002,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $6,239,000,000 | 11 |
| 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 | $1,006,822,000,000 | 6 |
| Managed Assets ($) | $168,330,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $59,771,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $733,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $14,826,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $6,483,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $1,710,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $60,468,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $9,328,000,000 | 4 |
| Other fiduciary accounts, managed assets | $15,011,000,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,483,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $7,949,000,000 | 9 |
| Non-managed Assets ($) | $838,492,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $4,204,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,240,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,344,000,000 | 6 |
| Other retirement accounts, non-managed assets | $5,383,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $595,907,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $695,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,691,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $50,028,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $525,470,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $5,891,000,000 | 11 |
| 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 | $963,868,000,000 | 5 |
| Managed Assets ($) | $159,821,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $57,824,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $667,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $13,996,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $6,015,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $468,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $58,291,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $8,682,000,000 | 4 |
| Other fiduciary accounts, managed assets | $13,878,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $322,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $6,015,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $804,047,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,183,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $122,214,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,840,000,000 | 5 |
| Other retirement accounts, non-managed assets | $5,703,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $571,861,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $671,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,793,000,000 | 5 |
| Other fiduciary accounts, non-managed assets | $47,782,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $486,699,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $523,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $6,181,000,000 | 11 |
| 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 | $915,304,000,000 | 6 |
| Managed Assets ($) | $150,441,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $55,326,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $669,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $13,185,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $5,459,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $548,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $53,811,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $11,298,000,000 | 4 |
| Other fiduciary accounts, managed assets | $10,145,000,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $333,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $5,459,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $764,863,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $4,030,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $115,264,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,242,000,000 | 5 |
| Other retirement accounts, non-managed assets | $6,165,000,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $541,901,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $720,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,398,000,000 | 1 |
| Other fiduciary accounts, non-managed assets | $35,143,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $444,171,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $924,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $6,635,000,000 | 9 |
| 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 | $909,824,000,000 | 6 |
| Managed Assets ($) | $155,338,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $56,938,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $871,000,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $23,866,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $9,138,000,000 | 2 |
| Corporate trust and agency accounts, managed assets | $574,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $51,527,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $11,554,000,000 | 4 |
| Other fiduciary accounts, managed assets | $870,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $336,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $5,542,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $754,486,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $6,474,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $120,484,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,011,000,000 | 5 |
| Other retirement accounts, non-managed assets | $20,221,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $516,749,000,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $3,834,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,563,000,000 | 3 |
| Other fiduciary accounts, non-managed assets | $24,150,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $459,787,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $807,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $5,918,000,000 | 8 |
| 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 | $692,638,000,000 | 6 |
| Managed Assets ($) | $89,624,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $27,596,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $625,000,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $17,094,000,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $3,729,000,000 | 7 |
| Corporate trust and agency accounts, managed assets | $1,180,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $34,227,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $4,329,000,000 | 7 |
| Other fiduciary accounts, managed assets | $844,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $3,728,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,701,000,000 | 12 |
| Non-managed Assets ($) | $603,014,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $3,349,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,212,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,043,000,000 | 6 |
| Other retirement accounts, non-managed assets | $5,632,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $459,447,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $90,000,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,649,000,000 | 6 |
| Other fiduciary accounts, non-managed assets | $24,592,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $451,746,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $5,633,000,000 | 9 |
| 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 | $609,747,000,000 | 8 |
| Managed Assets ($) | $82,953,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $26,945,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $614,000,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $13,421,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $2,980,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $570,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $34,196,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,227,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $526,794,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $2,749,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,429,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,020,000,000 | 6 |
| Other retirement accounts, non-managed assets | $229,000,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $397,519,000,000 | 5 |
| 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 | $32,848,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $563,948,000,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $561,780,000,000 | 9 |
| Managed Assets ($) | $75,391,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $25,699,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $547,000,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $10,836,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $2,672,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $550,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $31,159,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,928,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $486,389,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $2,656,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,772,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,650,000,000 | 6 |
| Other retirement accounts, non-managed assets | $227,000,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $363,546,000,000 | 5 |
| 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 | $33,538,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $567,463,000,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $527,094,000,000 | 10 |
| Managed Assets ($) | $70,091,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $24,443,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $520,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $8,846,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $2,382,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $755,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $29,335,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,810,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $457,003,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $2,477,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,172,000,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,016,000,000 | 6 |
| Other retirement accounts, non-managed assets | $227,000,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $347,896,000,000 | 5 |
| 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 | $32,215,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $546,707,000,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $639,820,000,000 | 8 |
| Managed Assets ($) | $89,110,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $29,448,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $741,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $9,822,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $2,487,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $190,000,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $28,630,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $17,792,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $550,710,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $2,843,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $136,116,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,247,000,000 | 6 |
| Other retirement accounts, non-managed assets | $509,000,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $363,028,000,000 | 5 |
| 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 | $16,967,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $481,260,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $671,987,000,000 | 8 |
| Managed Assets ($) | $100,780,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $33,976,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $868,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $12,157,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $2,864,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $211,000,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $31,343,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $19,361,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $571,207,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $3,147,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,499,000,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,959,000,000 | 6 |
| Other retirement accounts, non-managed assets | $564,000,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $369,941,000,000 | 5 |
| 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 | $19,097,000,000 | 5 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $505,057,000,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $627,570,000,000 | 11 |
| Managed Assets ($) | $105,189,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $35,694,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $949,000,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $13,568,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $3,041,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $240,000,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $31,750,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $19,947,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $522,381,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $3,247,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $75,321,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,661,000,000 | 7 |
| Other retirement accounts, non-managed assets | $608,000,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $383,217,000,000 | 5 |
| 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 | $20,327,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $475,726,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $536,999,000,000 | 11 |
| Managed Assets ($) | $106,427,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $37,056,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $983,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $13,567,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,024,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $223,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $31,525,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,049,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $430,572,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $3,306,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $74,413,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,605,000,000 | 7 |
| Other retirement accounts, non-managed assets | $619,000,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $292,712,000,000 | 6 |
| 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 | $18,917,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $438,288,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $547,015,000,000 | 11 |
| Managed Assets ($) | $108,371,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $38,475,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,061,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $13,921,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,104,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $218,000,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $31,149,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,443,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $438,644,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $3,510,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $70,651,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,672,000,000 | 7 |
| Other retirement accounts, non-managed assets | $625,000,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $299,190,000,000 | 6 |
| 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 | $20,996,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $484,616,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $538,684,000,000 | 11 |
| Managed Assets ($) | $109,375,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $39,386,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,121,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $14,076,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $3,121,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $301,000,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $31,269,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,101,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $429,309,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $3,612,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,788,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,049,000,000 | 7 |
| Other retirement accounts, non-managed assets | $647,000,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $288,731,000,000 | 6 |
| 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 | $20,482,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $486,591,000,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $521,419,000,000 | 11 |
| Managed Assets ($) | $107,443,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $39,034,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,107,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $14,109,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $2,991,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $473,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $30,521,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $19,208,000,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $413,976,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $3,313,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $72,034,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,652,000,000 | 7 |
| Other retirement accounts, non-managed assets | $650,000,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $275,209,000,000 | 6 |
| 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 | $20,118,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $464,808,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $479,032,000,000 | 11 |
| Managed Assets ($) | $105,271,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $38,165,000,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,114,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $13,519,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $2,830,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $561,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $30,588,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $18,494,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $373,761,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $3,478,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,936,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,042,000,000 | 7 |
| Other retirement accounts, non-managed assets | $646,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $245,530,000,000 | 6 |
| 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 | $17,129,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $453,253,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $455,887,000,000 | 11 |
| Managed Assets ($) | $103,989,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $38,317,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,170,000,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $13,244,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $2,744,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $592,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $30,544,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $17,378,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $351,898,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $3,480,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $66,141,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,702,000,000 | 8 |
| Other retirement accounts, non-managed assets | $427,000,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $226,665,000,000 | 6 |
| 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 | $17,483,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $267,459,000,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $428,905,000,000 | 10 |
| Managed Assets ($) | $101,636,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $37,395,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,203,000,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $12,688,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $2,622,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $823,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $30,515,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,390,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $327,269,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $3,424,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,045,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,210,000,000 | 7 |
| Other retirement accounts, non-managed assets | $404,000,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $205,143,000,000 | 7 |
| 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 | $18,043,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $375,869,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $408,483,000,000 | 10 |
| Managed Assets ($) | $100,521,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $36,183,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,214,000,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $12,548,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $2,508,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $884,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $31,606,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,578,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $307,962,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $3,408,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,912,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,127,000,000 | 7 |
| Other retirement accounts, non-managed assets | $419,000,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $188,653,000,000 | 7 |
| 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 | $17,443,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $369,709,000,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $388,721,000,000 | 10 |
| Managed Assets ($) | $100,971,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $36,946,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,187,000,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $12,322,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $2,502,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $939,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $31,212,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,863,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $287,750,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $3,324,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,305,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,810,000,000 | 8 |
| Other retirement accounts, non-managed assets | $431,000,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $176,330,000,000 | 7 |
| 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 | $15,550,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $365,917,000,000 | 9 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $380,896,000,000 | 10 |
| Managed Assets ($) | $89,348,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $36,535,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,170,000,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $3,702,000,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $2,390,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $933,000,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $30,005,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,613,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $291,548,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $3,426,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,653,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,885,000,000 | 7 |
| Other retirement accounts, non-managed assets | $455,000,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $176,212,000,000 | 5 |
| 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 | $18,917,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $355,864,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $362,088,000,000 | 10 |
| Managed Assets ($) | $88,477,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $37,161,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,164,000,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $3,469,000,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $2,369,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,120,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $29,002,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,192,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $273,611,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $3,347,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,072,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,890,000,000 | 7 |
| Other retirement accounts, non-managed assets | $481,000,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $161,422,000,000 | 5 |
| 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 | $18,399,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $341,620,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $350,793,000,000 | 10 |
| Managed Assets ($) | $89,562,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $38,131,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,084,000,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $3,610,000,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $2,351,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $827,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $28,463,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,096,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $261,231,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $3,455,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,066,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,290,000,000 | 7 |
| Other retirement accounts, non-managed assets | $503,000,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $149,067,000,000 | 5 |
| 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 | $16,850,000,000 | 6 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $341,626,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $339,235,000,000 | 10 |
| Managed Assets ($) | $90,481,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $38,330,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,047,000,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,936,000,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $2,314,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $937,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $29,017,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,900,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $248,754,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $3,444,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,539,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,714,000,000 | 7 |
| Other retirement accounts, non-managed assets | $512,000,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $141,960,000,000 | 5 |
| 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 | $13,585,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $327,594,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $353,028,000,000 | 10 |
| Managed Assets ($) | $90,089,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $37,961,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,442,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $4,164,000,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $2,324,000,000 | 14 |
| Corporate trust and agency accounts, managed assets | $1,528,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $28,173,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,497,000,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $262,939,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $4,324,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,504,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,989,000,000 | 8 |
| Other retirement accounts, non-managed assets | $545,000,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $155,751,000,000 | 5 |
| 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 | $13,826,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $329,437,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $318,164,000,000 | 10 |
| Managed Assets ($) | $85,409,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $37,088,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,931,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,690,000,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,220,000,000 | 14 |
| Corporate trust and agency accounts, managed assets | $646,000,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $25,515,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,319,000,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $232,755,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $4,041,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,584,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,533,000,000 | 8 |
| Other retirement accounts, non-managed assets | $534,000,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $132,860,000,000 | 5 |
| 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 | $15,203,000,000 | 8 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $313,628,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $312,817,000,000 | 10 |
| Managed Assets ($) | $85,951,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $37,437,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,897,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,826,000,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,205,000,000 | 14 |
| Corporate trust and agency accounts, managed assets | $729,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $25,468,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,389,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $226,866,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $3,789,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,677,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,170,000,000 | 8 |
| Other retirement accounts, non-managed assets | $711,000,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $125,273,000,000 | 5 |
| 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 | $14,246,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $316,094,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $305,284,000,000 | 10 |
| Managed Assets ($) | $87,797,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $37,612,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,808,000,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,429,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $2,287,000,000 | 14 |
| Corporate trust and agency accounts, managed assets | $1,751,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $26,235,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,675,000,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $217,487,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $3,894,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,151,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,015,000,000 | 10 |
| Other retirement accounts, non-managed assets | $549,000,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $117,736,000,000 | 5 |
| 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 | $15,142,000,000 | 7 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $309,013,000,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $113,043,000,000 | 13 |
| Managed Assets ($) | $59,773,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $24,340,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $674,000,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $1,892,000,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $1,507,000,000 | 17 |
| Corporate trust and agency accounts, managed assets | $462,000,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $23,596,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,302,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,270,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $2,287,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,801,000,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,100,000,000 | 21 |
| Other retirement accounts, non-managed assets | $563,000,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $20,024,000,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,495,000,000 | 13 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,501,000,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $79,690,000,000 | 18 |
| Managed Assets ($) | $48,848,000,000 | 16 |
| Personal trust and agency accounts, managed assets | $18,851,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $265,000,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $1,039,000,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $885,000,000 | 24 |
| Corporate trust and agency accounts, managed assets | $647,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $21,394,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,767,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,842,000,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,765,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,938,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,179,000,000 | 24 |
| Other retirement accounts, non-managed assets | $231,000,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $9,140,000,000 | 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 | $3,589,000,000 | 14 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,393,000,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $81,361,000,000 | 17 |
| Managed Assets ($) | $45,153,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $18,216,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $313,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $1,009,000,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $1,416,000,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $22,816,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,383,000,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,208,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $8,556,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,625,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,976,000,000 | 23 |
| Other retirement accounts, non-managed assets | $3,348,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $8,053,000,000 | 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 | $650,000,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,659,000,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $68,216,000,000 | 19 |
| Managed Assets ($) | $42,651,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $16,684,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $220,000,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $853,000,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $1,254,000,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $22,369,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,271,000,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,565,000,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,703,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,076,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,637,000,000 | 22 |
| Other retirement accounts, non-managed assets | $3,373,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $6,548,000,000 | 23 |
| 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 | $228,000,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $96,150,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $70,671,000,000 | 20 |
| Managed Assets ($) | $43,146,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $16,667,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $246,000,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $878,000,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $1,237,000,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $22,788,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,330,000,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,525,000,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,711,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,857,000,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,682,000,000 | 23 |
| Other retirement accounts, non-managed assets | $3,311,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $5,731,000,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $233,000,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $99,069,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $76,627,000,000 | 18 |
| Managed Assets ($) | $45,847,000,000 | 17 |
| Personal trust and agency accounts, managed assets | $19,422,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $328,000,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $887,000,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $1,608,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $22,157,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,445,000,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,780,000,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,884,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,993,000,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,643,000,000 | 17 |
| Other retirement accounts, non-managed assets | $4,396,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $1,946,000,000 | 38 |
| 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 | $918,000,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,163,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |