Home > Bank of America > Total Fiduciary and Related Assets
Bank of America, Total Fiduciary and Related Assets
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $765,700,000,000 | 9 |
| Managed Assets ($) | $466,922,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $97,851,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $413,000,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $9,387,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $35,744,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $249,981,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $73,389,000,000 | 2 |
| Other fiduciary accounts, managed assets | $157,000,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $33,919,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $298,778,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $40,947,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $218,578,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,971,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,448,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $166,000,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $9,288,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,306,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $1,074,000,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,797,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,891,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,752,000,000 | 20 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $757,824,000,000 | 9 |
| Managed Assets ($) | $462,496,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $98,056,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $421,000,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $9,694,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $35,074,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $246,078,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $73,017,000,000 | 2 |
| Other fiduciary accounts, managed assets | $156,000,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $33,455,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $295,328,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $39,315,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,597,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,243,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,458,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $166,000,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $9,192,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,298,000,000 | 9 |
| Other fiduciary accounts, non-managed assets | $1,059,000,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,117,000,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,841,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,756,000,000 | 20 |
| 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 | $721,284,000,000 | 9 |
| Managed Assets ($) | $437,255,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $93,067,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $411,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $7,615,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $33,361,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $234,202,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $68,447,000,000 | 2 |
| Other fiduciary accounts, managed assets | $152,000,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $31,766,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $284,029,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $37,367,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $207,772,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,213,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,546,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $166,000,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $8,709,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,223,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $1,033,000,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,990,000,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,820,000,000 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $1,677,000,000 | 21 |
| 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 | $674,441,000,000 | 9 |
| Managed Assets ($) | $409,532,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $87,016,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $392,000,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $7,218,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $31,045,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $220,197,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $63,501,000,000 | 2 |
| Other fiduciary accounts, managed assets | $163,000,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $29,511,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $264,909,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $36,598,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $191,518,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,598,000,000 | 8 |
| Other retirement accounts, non-managed assets | $3,285,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $166,000,000 | 45 |
| Investment management and advisory agency accounts, non-managed assets | $8,615,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,137,000,000 | 10 |
| Other fiduciary accounts, non-managed assets | $992,000,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,458,000,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,775,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,599,000,000 | 19 |
| 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 | $687,117,000,000 | 9 |
| Managed Assets ($) | $417,037,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $90,526,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $409,000,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $7,673,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $31,934,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $221,819,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $64,590,000,000 | 2 |
| Other fiduciary accounts, managed assets | $86,000,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $30,354,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $270,080,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $36,427,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $196,285,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,025,000,000 | 8 |
| Other retirement accounts, non-managed assets | $3,347,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $167,000,000 | 44 |
| Investment management and advisory agency accounts, non-managed assets | $7,768,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,055,000,000 | 10 |
| Other fiduciary accounts, non-managed assets | $1,006,000,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,926,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,466,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,682,000,000 | 18 |
| 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 | $672,843,000,000 | 9 |
| Managed Assets ($) | $401,611,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $90,124,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $405,000,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $7,595,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $29,999,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $38,000,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $224,475,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $48,931,000,000 | 2 |
| Other fiduciary accounts, managed assets | $44,000,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $29,608,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $271,232,000,000 | 11 |
| Personal trust and agency accounts, non-managed assets | $37,643,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $191,024,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,417,000,000 | 8 |
| Other retirement accounts, non-managed assets | $2,575,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $3,956,000,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $7,922,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $695,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,770,000,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,567,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,283,000,000 | 20 |
| 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 | $649,734,000,000 | 9 |
| Managed Assets ($) | $381,631,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $87,434,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $395,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $7,410,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $28,951,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $37,000,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $210,440,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $46,926,000,000 | 2 |
| Other fiduciary accounts, managed assets | $38,000,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $28,575,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $268,103,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $40,898,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $182,017,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,926,000,000 | 8 |
| Other retirement accounts, non-managed assets | $2,790,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $6,848,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $7,917,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $707,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $121,591,000,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,092,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,246,000,000 | 22 |
| 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 | $614,038,000,000 | 9 |
| Managed Assets ($) | $360,657,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $82,894,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $392,000,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $7,236,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $27,556,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $36,000,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $198,565,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $43,944,000,000 | 2 |
| Other fiduciary accounts, managed assets | $34,000,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $27,196,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $253,381,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $37,086,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,143,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,443,000,000 | 8 |
| Other retirement accounts, non-managed assets | $2,494,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $7,339,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $7,219,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $657,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $173,797,000,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,194,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,226,000,000 | 20 |
| 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 | $638,444,000,000 | 7 |
| Managed Assets ($) | $372,273,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $87,653,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $428,000,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $7,697,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $29,048,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $39,000,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $201,088,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $46,292,000,000 | 2 |
| Other fiduciary accounts, managed assets | $28,000,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $28,665,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $266,171,000,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $37,791,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $181,670,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,268,000,000 | 7 |
| Other retirement accounts, non-managed assets | $2,535,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $7,913,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $7,336,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $658,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $277,777,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $16,244,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,270,000,000 | 17 |
| 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 | $711,408,000,000 | 7 |
| Managed Assets ($) | $411,578,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $99,157,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $498,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $7,962,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $33,205,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $218,279,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $52,477,000,000 | 2 |
| 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 | $32,607,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $299,830,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $39,151,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $208,425,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,438,000,000 | 7 |
| Other retirement accounts, non-managed assets | $4,077,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $7,040,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $7,971,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $728,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $313,981,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $17,706,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,859,000,000 | 17 |
| 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 | $740,759,000,000 | 7 |
| Managed Assets ($) | $428,511,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $104,372,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $535,000,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $8,670,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $35,060,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $224,595,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $55,279,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $34,431,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $312,248,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $36,660,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $220,104,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,028,000,000 | 8 |
| Other retirement accounts, non-managed assets | $4,491,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $7,020,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $8,205,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $740,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $315,460,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $17,730,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,993,000,000 | 18 |
| 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 | $706,308,000,000 | 8 |
| Managed Assets ($) | $404,205,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $99,820,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $519,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $7,615,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $33,458,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $210,491,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $52,302,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $32,931,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $302,103,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $34,650,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,076,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,208,000,000 | 8 |
| Other retirement accounts, non-managed assets | $4,391,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $7,250,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $7,869,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $659,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $310,765,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $18,889,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,946,000,000 | 17 |
| 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 | $708,815,000,000 | 8 |
| Managed Assets ($) | $404,593,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $101,332,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $544,000,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $7,461,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $33,666,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $208,837,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $52,753,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $33,125,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $304,222,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $33,721,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $216,078,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,339,000,000 | 8 |
| Other retirement accounts, non-managed assets | $4,185,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $6,480,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $7,759,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $660,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $312,081,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $19,984,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,767,000,000 | 18 |
| 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 | $677,685,000,000 | 8 |
| Managed Assets ($) | $386,380,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $97,710,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $543,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $7,196,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $31,960,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $199,064,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $49,907,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $31,401,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $291,305,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $32,891,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $206,033,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,855,000,000 | 8 |
| Other retirement accounts, non-managed assets | $4,103,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $6,412,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $7,380,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $631,000,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $301,651,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $24,013,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,717,000,000 | 18 |
| 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 | $656,752,000,000 | 8 |
| Managed Assets ($) | $373,610,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $94,806,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $531,000,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $8,074,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $30,985,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $191,214,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $48,000,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $30,431,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,000,000 | 40 |
| Non-managed Assets ($) | $283,142,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $31,561,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $197,410,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,225,000,000 | 7 |
| Other retirement accounts, non-managed assets | $4,186,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $6,885,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $7,256,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $619,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $289,009,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $23,381,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,686,000,000 | 18 |
| 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 | $605,598,000,000 | 8 |
| Managed Assets ($) | $345,000,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $87,630,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $493,000,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $7,736,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $28,181,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $177,327,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $43,633,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $27,645,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $260,598,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $29,051,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,269,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,447,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,860,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $7,477,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $6,876,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $618,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $260,389,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $20,757,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,528,000,000 | 17 |
| 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 | $581,348,000,000 | 8 |
| Managed Assets ($) | $332,300,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $84,161,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $472,000,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $7,492,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $26,653,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $171,904,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $41,618,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $26,106,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $249,048,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $28,255,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $168,805,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,338,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,463,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $8,970,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $6,608,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $609,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $244,359,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $20,483,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,459,000,000 | 18 |
| 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 | $524,628,000,000 | 8 |
| Managed Assets ($) | $300,667,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $76,911,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $422,000,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $6,754,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $23,360,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $156,030,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $37,190,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $22,826,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $223,961,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $26,330,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,795,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,678,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,188,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $7,272,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $6,090,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $608,000,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $219,337,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $15,292,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,273,000,000 | 19 |
| 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 | $601,156,000,000 | 8 |
| Managed Assets ($) | $342,778,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $90,119,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $497,000,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $8,405,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $27,370,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $172,997,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $43,390,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $26,711,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $258,378,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $27,182,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,762,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,813,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,644,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $7,103,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $7,189,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $685,000,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $241,312,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $15,362,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,476,000,000 | 18 |
| 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 | $574,456,000,000 | 9 |
| Managed Assets ($) | $327,186,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $87,526,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $489,000,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $8,390,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $25,622,000,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $164,889,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $40,270,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $24,949,000,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $247,270,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $26,375,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $170,631,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,781,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,375,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $6,584,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $6,839,000,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $685,000,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $226,610,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,220,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,412,000,000 | 19 |
| 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 | $566,405,000,000 | 8 |
| Managed Assets ($) | $323,433,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $87,659,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $496,000,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $8,500,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $24,811,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $162,970,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $38,997,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $24,166,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $242,972,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $26,774,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $168,959,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,048,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,455,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $4,222,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $6,839,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $675,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $230,376,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,576,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,434,000,000 | 18 |
| 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 | $553,491,000,000 | 8 |
| Managed Assets ($) | $317,696,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $87,556,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $510,000,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $8,564,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $23,639,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $159,537,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $37,890,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $22,987,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $235,795,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $26,359,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $161,730,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,982,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,882,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $5,170,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $7,035,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $637,000,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $221,451,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $15,795,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,398,000,000 | 18 |
| 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 | $518,910,000,000 | 8 |
| Managed Assets ($) | $295,415,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $81,930,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $491,000,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $8,110,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $21,549,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $148,305,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $35,030,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $20,938,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $223,495,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $25,894,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,288,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,648,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,871,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $9,648,000,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $6,587,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $559,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $205,654,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $13,448,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,284,000,000 | 18 |
| 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 | $561,955,000,000 | 8 |
| Managed Assets ($) | $320,255,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $90,288,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $565,000,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $8,835,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $23,361,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $158,712,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $38,494,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $22,741,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $241,700,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $25,911,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $166,087,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,144,000,000 | 7 |
| Other retirement accounts, non-managed assets | $4,189,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $4,829,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $7,176,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,364,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $215,597,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $16,051,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,492,000,000 | 18 |
| 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 | $545,450,000,000 | 8 |
| Managed Assets ($) | $308,581,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $88,068,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $555,000,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $8,745,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $22,111,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $151,691,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $37,411,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $21,485,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $236,869,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $25,716,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $162,560,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,862,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,678,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $4,575,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $7,062,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,416,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $187,481,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $16,464,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,414,000,000 | 17 |
| 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 | $540,501,000,000 | 8 |
| Managed Assets ($) | $305,435,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $89,295,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $557,000,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $8,961,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $21,426,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $147,307,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $37,889,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $20,767,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $235,066,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $25,527,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $160,375,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,088,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,653,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $4,520,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $7,509,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,394,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $195,627,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $20,157,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,384,000,000 | 19 |
| 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 | $543,478,000,000 | 8 |
| Managed Assets ($) | $306,416,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $91,655,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $567,000,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $9,513,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $21,213,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $145,359,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $38,109,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $20,572,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $237,062,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $24,769,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,044,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,273,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,893,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $7,528,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $8,206,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,349,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $192,345,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,678,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,424,000,000 | 18 |
| 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 | $528,249,000,000 | 8 |
| Managed Assets ($) | $296,788,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $89,368,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $566,000,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $9,613,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $19,981,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $140,421,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $36,839,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $19,362,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $231,461,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $25,031,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $154,181,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,036,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,434,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $8,430,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $8,025,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,324,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $184,075,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,637,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,417,000,000 | 18 |
| 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 | $514,540,000,000 | 8 |
| Managed Assets ($) | $288,560,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $88,510,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $564,000,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $9,289,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $18,895,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $135,857,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $35,445,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $18,297,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $225,980,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $24,737,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $150,942,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,101,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,358,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $7,858,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $7,767,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,217,000,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $177,448,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,329,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,357,000,000 | 19 |
| 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 | $504,407,000,000 | 8 |
| Managed Assets ($) | $285,120,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $87,761,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $556,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $9,386,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $17,827,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $134,446,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $35,144,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $17,226,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $219,287,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $24,810,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $146,605,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,181,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,333,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $6,486,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $7,744,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,128,000,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $168,963,000,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,154,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,336,000,000 | 18 |
| 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 | $489,030,000,000 | 8 |
| Managed Assets ($) | $273,129,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $86,169,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $545,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $9,422,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $16,707,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $131,562,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $28,724,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $16,126,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $215,901,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $23,855,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $145,582,000,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,612,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,435,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $5,751,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $8,437,000,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $229,000,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $165,282,000,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,153,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,295,000,000 | 18 |
| 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 | $484,595,000,000 | 8 |
| Managed Assets ($) | $270,743,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $85,997,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $571,000,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $9,610,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $16,096,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $130,154,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $28,315,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $15,497,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $213,852,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $23,411,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $143,245,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,254,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,497,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $6,500,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $7,717,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $228,000,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $158,435,000,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,408,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,311,000,000 | 16 |
| 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 | $470,709,000,000 | 8 |
| Managed Assets ($) | $265,093,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $85,847,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $561,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $8,906,000,000 | 4 |
| Other employee benefit and retirement-related accounts, managed assets | $15,269,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $126,852,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $27,658,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $14,667,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $205,616,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $22,957,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $136,533,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,587,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,383,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $6,351,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $7,577,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $228,000,000 | 20 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $148,958,000,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,944,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,269,000,000 | 16 |
| 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 | $484,186,000,000 | 8 |
| Managed Assets ($) | $261,531,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $85,656,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $557,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $8,678,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $14,586,000,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $124,607,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $27,447,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $13,944,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $222,655,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $22,499,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $138,133,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,154,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,355,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $22,626,000,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $7,595,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $293,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $146,332,000,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,951,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,269,000,000 | 16 |
| 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 | $474,442,000,000 | 8 |
| Managed Assets ($) | $260,215,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $85,947,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $557,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $8,485,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $14,363,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $123,126,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $27,737,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $13,730,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $8,291,000,000 | 6 |
| Non-managed Assets ($) | $214,227,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $20,999,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,689,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,522,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,512,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $22,475,000,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $7,722,000,000 | 3 |
| Foundation and endowment trust and agency accounts, non-managed assets | $308,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $148,270,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,992,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,276,000,000 | 17 |
| 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 | $461,402,000,000 | 8 |
| Managed Assets ($) | $253,026,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $84,643,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $568,000,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $8,250,000,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $13,805,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $118,728,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $27,032,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $13,124,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $208,376,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $19,942,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,376,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,472,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,377,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $22,382,000,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $7,599,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $228,000,000 | 20 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,397,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,648,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,262,000,000 | 18 |
| 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 | $464,875,000,000 | 8 |
| Managed Assets ($) | $265,111,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $89,845,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $597,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $8,779,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $14,284,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $123,052,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $28,554,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $13,592,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $199,764,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $19,618,000,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,992,000,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,567,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,576,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $6,561,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $8,097,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $353,000,000 | 17 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $148,292,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,890,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,355,000,000 | 17 |
| 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 | $467,333,000,000 | 8 |
| Managed Assets ($) | $267,345,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $91,497,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $600,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $9,012,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $14,141,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $123,580,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $28,515,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $13,421,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $199,988,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $19,581,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $130,699,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,054,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,756,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $7,207,000,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $8,302,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $389,000,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $144,743,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,989,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,508,000,000 | 19 |
| 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 | $459,830,000,000 | 8 |
| Managed Assets ($) | $262,796,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $91,424,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $589,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $8,518,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $13,782,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $120,242,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $28,241,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $13,061,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $7,482,000,000 | 7 |
| Non-managed Assets ($) | $197,034,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $19,376,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,370,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,947,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,900,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $6,407,000,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $8,445,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $589,000,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $146,970,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,730,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,515,000,000 | 19 |
| 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 | $452,719,000,000 | 8 |
| Managed Assets ($) | $259,056,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $90,651,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $626,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $8,393,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $13,373,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $117,555,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $28,458,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,611,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $193,663,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $18,822,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,926,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,183,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,569,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $5,580,000,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $8,329,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $254,000,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $141,660,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,712,000,000 | 7 |
| Individual retirement,health savings and similar accounts, non-managed | $1,359,000,000 | 20 |
| 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 | $475,302,000,000 | 9 |
| Managed Assets ($) | $260,787,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $92,109,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $637,000,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $8,349,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $13,295,000,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $117,234,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $29,163,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $12,526,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $214,515,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $18,096,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,013,000,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,763,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,373,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $4,705,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $8,305,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $260,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $136,356,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,347,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,212,000,000 | 22 |
| 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 | $464,691,000,000 | 10 |
| Managed Assets ($) | $255,876,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $91,331,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $621,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $7,636,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $12,569,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $115,402,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $28,317,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $11,774,000,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $208,815,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $17,753,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $144,389,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,402,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,347,000,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $4,677,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $8,041,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $206,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $133,215,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,096,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,317,000,000 | 22 |
| 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 | $455,040,000,000 | 10 |
| Managed Assets ($) | $251,824,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $91,657,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $630,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $7,465,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $12,303,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $112,203,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $27,566,000,000 | 2 |
| 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 | $11,521,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $8,691,000,000 | 6 |
| Non-managed Assets ($) | $203,216,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $17,556,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $139,602,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,448,000,000 | 7 |
| Other retirement accounts, non-managed assets | $3,493,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $3,818,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $8,068,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $231,000,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $132,083,000,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,271,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,314,000,000 | 22 |
| 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 | $444,277,000,000 | 10 |
| Managed Assets ($) | $248,446,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $90,664,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $624,000,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $7,024,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $11,675,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $117,310,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $21,149,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $10,927,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $195,831,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $16,125,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,495,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,000,000,000 | 7 |
| Other retirement accounts, non-managed assets | $6,471,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $3,033,000,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $7,318,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $389,000,000 | 17 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $121,167,000,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,862,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,114,000,000 | 24 |
| 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 | $428,055,000,000 | 10 |
| Managed Assets ($) | $240,279,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $88,650,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $648,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $6,583,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $11,076,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $112,934,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $20,388,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $10,334,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $187,776,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $15,689,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,737,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,364,000,000 | 7 |
| Other retirement accounts, non-managed assets | $6,478,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $2,667,000,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $7,483,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $358,000,000 | 17 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $107,366,000,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,441,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,095,000,000 | 24 |
| 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 | $432,423,000,000 | 10 |
| Managed Assets ($) | $244,050,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $90,351,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $672,000,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $6,266,000,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $11,024,000,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $114,825,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $20,912,000,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $10,273,000,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $188,373,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $15,857,000,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,754,000,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,357,000,000 | 7 |
| Other retirement accounts, non-managed assets | $6,257,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $3,017,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $7,755,000,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $376,000,000 | 15 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,935,000,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,938,000,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,086,000,000 | 22 |
| 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 | $413,490,726,000 | 10 |
| Managed Assets ($) | $235,915,702,000 | 3 |
| Personal trust and agency accounts, managed assets | $88,756,938,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $656,793,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $6,192,896,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $10,533,797,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $109,536,317,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $20,238,961,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $9,737,779,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $38,003,978,000 | 3 |
| Non-managed Assets ($) | $177,575,024,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $14,054,310,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,159,944,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,973,519,000 | 7 |
| Other retirement accounts, non-managed assets | $6,353,067,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $4,360,664,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $8,291,568,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $381,952,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $99,199,888,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,325,058,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,041,779,000 | 21 |
| 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 | $406,739,275,000 | 10 |
| Managed Assets ($) | $232,067,815,000 | 4 |
| Personal trust and agency accounts, managed assets | $87,468,814,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $661,612,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $6,260,425,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $10,514,900,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $106,673,189,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $20,488,875,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $9,695,339,000 | 3 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $174,671,460,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $12,983,282,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,378,994,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,560,627,000 | 8 |
| Other retirement accounts, non-managed assets | $6,155,071,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $4,238,853,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $7,911,988,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $442,645,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,369,773,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,441,171,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,053,062,000 | 20 |
| 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 | $391,496,354,000 | 10 |
| Managed Assets ($) | $223,888,730,000 | 4 |
| Personal trust and agency accounts, managed assets | $85,441,953,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $663,099,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $5,900,636,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $10,043,540,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $101,752,041,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $20,087,461,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $9,245,154,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $167,607,624,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $12,686,500,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,072,740,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,689,021,000 | 8 |
| Other retirement accounts, non-managed assets | $6,065,456,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $3,155,124,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $7,450,099,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $488,673,000 | 12 |
| Other fiduciary accounts, non-managed assets | $11,000 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $89,791,022,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $296,361,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,025,707,000 | 20 |
| 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 | $406,330,206,000 | 10 |
| Managed Assets ($) | $232,123,237,000 | 3 |
| Personal trust and agency accounts, managed assets | $90,863,603,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $686,693,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $5,955,484,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $10,197,522,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $103,475,677,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $20,944,258,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $9,372,760,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $174,206,969,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $12,912,907,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,012,745,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,937,604,000 | 8 |
| Other retirement accounts, non-managed assets | $6,183,680,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $4,383,190,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $8,189,427,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $587,416,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,608,011,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $1,080,489,000 | 18 |
| 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 | $385,160,235,000 | 10 |
| Managed Assets ($) | $220,011,463,000 | 2 |
| Personal trust and agency accounts, managed assets | $87,124,476,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $641,018,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $4,825,597,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $9,556,048,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $98,495,089,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $19,369,235,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $8,770,535,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $37,986,980,000 | 3 |
| Non-managed Assets ($) | $165,148,772,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $11,977,770,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $107,977,421,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,463,176,000 | 7 |
| Other retirement accounts, non-managed assets | $6,250,412,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $5,560,693,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $7,936,679,000 | 2 |
| Foundation and endowment trust and agency accounts, non-managed assets | $982,621,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,915,643,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $1,041,185,000 | 18 |
| 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 | $369,936,430,000 | 10 |
| Managed Assets ($) | $209,861,994,000 | 2 |
| Personal trust and agency accounts, managed assets | $83,234,217,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $639,903,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $4,521,337,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $9,151,841,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $93,645,471,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $18,669,225,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $8,389,685,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $160,074,436,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $11,793,188,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $103,386,147,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,081,009,000 | 7 |
| Other retirement accounts, non-managed assets | $6,082,379,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $7,134,417,000 | 13 |
| Investment management and advisory agency accounts, non-managed assets | $6,665,320,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $931,976,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,616,015,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $1,020,816,000 | 16 |
| 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 | $527,725,588,000 | 9 |
| Managed Assets ($) | $228,841,022,000 | 2 |
| Personal trust and agency accounts, managed assets | $91,388,691,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $739,753,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $4,785,960,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $9,965,028,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $100,802,362,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $21,159,228,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $9,136,866,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $298,884,566,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $11,579,565,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,937,877,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,436,333,000 | 7 |
| Other retirement accounts, non-managed assets | $6,211,361,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $130,789,860,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $5,933,851,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $995,719,000 | 7 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,115,590,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $1,148,136,000 | 16 |
| 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 | $574,799,416,000 | 9 |
| Managed Assets ($) | $228,837,770,000 | 2 |
| Personal trust and agency accounts, managed assets | $91,856,814,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $754,778,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $4,707,764,000 | 5 |
| Other employee benefit and retirement-related accounts, managed assets | $9,719,950,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $100,237,548,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $21,560,916,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $9,030,323,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $345,961,646,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $11,264,004,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,791,462,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,309,435,000 | 7 |
| Other retirement accounts, non-managed assets | $6,216,920,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $179,170,195,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $5,621,484,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $588,146,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,375,003,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $1,166,434,000 | 16 |
| 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 | $559,121,198,000 | 9 |
| Managed Assets ($) | $221,143,654,000 | 2 |
| Personal trust and agency accounts, managed assets | $89,550,006,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $728,781,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $4,176,478,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $9,322,652,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $97,495,248,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $19,870,489,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,664,906,000 | 2 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $45,172,244,000 | 2 |
| Non-managed Assets ($) | $337,977,544,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $11,144,770,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $111,568,853,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,501,247,000 | 7 |
| Other retirement accounts, non-managed assets | $6,317,132,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $175,257,696,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $7,640,574,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $547,272,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,809,110,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,165,261,000 | 16 |
| 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 | $553,525,911,000 | 9 |
| Managed Assets ($) | $214,082,837,000 | 2 |
| Personal trust and agency accounts, managed assets | $86,965,996,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $775,542,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $3,804,503,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $8,871,566,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $94,432,751,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $19,232,479,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $8,223,778,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $339,443,074,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $10,594,383,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $107,897,635,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,444,220,000 | 8 |
| Other retirement accounts, non-managed assets | $5,986,059,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $180,929,238,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $9,032,363,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $559,176,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,659,973,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,413,529,000 | 15 |
| 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 | $559,480,373,000 | 10 |
| Managed Assets ($) | $208,627,944,000 | 2 |
| Personal trust and agency accounts, managed assets | $83,322,238,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $694,816,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $3,630,889,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $8,296,956,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $94,545,789,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $18,137,256,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $7,650,925,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $350,852,429,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $5,067,429,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $105,933,632,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,216,273,000 | 8 |
| Other retirement accounts, non-managed assets | $5,683,292,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $200,792,044,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $9,670,217,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $489,510,000 | 9 |
| Other fiduciary accounts, non-managed assets | $32,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $103,688,954,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,204,842,000 | 15 |
| 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 | $597,292,215,000 | 9 |
| Managed Assets ($) | $221,741,325,000 | 2 |
| Personal trust and agency accounts, managed assets | $89,760,534,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $796,875,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $3,908,681,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $8,747,693,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $100,441,844,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $18,085,698,000 | 2 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $8,070,775,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $375,550,890,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $5,354,428,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,191,628,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,623,627,000 | 9 |
| Other retirement accounts, non-managed assets | $5,948,710,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $215,933,372,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $10,103,478,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $395,647,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $113,049,262,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,491,212,000 | 13 |
| 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 | $596,619,486,000 | 9 |
| Managed Assets ($) | $219,035,617,000 | 2 |
| Personal trust and agency accounts, managed assets | $98,550,997,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $818,489,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $3,774,813,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $8,562,158,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $102,769,557,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | $4,559,603,000 | 6 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $7,847,863,000 | 1 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $12,020,938,000 | 6 |
| Non-managed Assets ($) | $377,583,869,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $5,295,896,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $108,766,903,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,397,000,000 | 9 |
| Other retirement accounts, non-managed assets | $5,983,337,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $221,881,113,000 | 6 |
| Investment management and advisory agency accounts, non-managed assets | $11,105,969,000 | 1 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,651,000 | 19 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $115,179,642,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,000 | 8 |
| Individual retirement,health savings and similar accounts, non-managed | $1,574,580,000 | 13 |
| 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 | $500,394,871,000 | 10 |
| Managed Assets ($) | $201,423,827,000 | 3 |
| Personal trust and agency accounts, managed assets | $92,468,647,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $846,921,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $3,635,867,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $6,427,081,000 | 3 |
| Corporate trust and agency accounts, managed assets | $415,000 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $98,044,896,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $298,971,044,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $13,256,595,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,762,223,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,475,777,000 | 9 |
| Other retirement accounts, non-managed assets | $5,840,593,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $236,276,199,000 | 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 | $359,657,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $116,766,688,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,000 | 8 |
| 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 | $511,937,347,000 | 10 |
| Managed Assets ($) | $196,052,336,000 | 3 |
| Personal trust and agency accounts, managed assets | $87,800,652,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $823,604,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $3,220,643,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $6,040,618,000 | 3 |
| Corporate trust and agency accounts, managed assets | $37,000,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $98,122,987,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,832,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $315,885,011,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $12,739,856,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,774,070,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,229,843,000 | 9 |
| Other retirement accounts, non-managed assets | $5,331,697,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $258,455,696,000 | 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 | $353,849,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $114,611,454,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,000 | 8 |
| 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 | $533,580,522,000 | 9 |
| Managed Assets ($) | $206,980,784,000 | 3 |
| Personal trust and agency accounts, managed assets | $84,668,919,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $6,498,267,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $3,594,827,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $8,750,139,000 | 2 |
| Corporate trust and agency accounts, managed assets | $377,645,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $103,084,705,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,282,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $326,599,738,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $14,361,219,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $14,176,324,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,350,850,000 | 8 |
| Other retirement accounts, non-managed assets | $1,955,403,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $275,401,928,000 | 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 | $354,014,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $108,783,160,000 | 12 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,000 | 8 |
| 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 | $591,021,550,000 | 10 |
| Managed Assets ($) | $222,401,340,000 | 2 |
| Personal trust and agency accounts, managed assets | $90,503,530,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $7,064,874,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $3,856,516,000 | 6 |
| Other employee benefit and retirement-related accounts, managed assets | $9,533,086,000 | 2 |
| Corporate trust and agency accounts, managed assets | $416,601,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $111,017,619,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,114,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $368,620,210,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $12,507,482,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,293,262,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,829,075,000 | 8 |
| Other retirement accounts, non-managed assets | $2,126,466,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $316,487,321,000 | 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 | $376,604,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $115,141,997,000 | 14 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $52,955,000 | 8 |
| 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 | $299,856,852,000 | 11 |
| Managed Assets ($) | $240,369,243,000 | 3 |
| Personal trust and agency accounts, managed assets | $100,082,445,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $8,688,433,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $4,266,145,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $10,462,442,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $116,869,778,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $59,487,609,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $13,513,961,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,051,982,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,515,982,000 | 8 |
| Other retirement accounts, non-managed assets | $2,133,087,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $272,597,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,833,521,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $86,482,000 | 8 |
| 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 | $315,158,409,000 | 13 |
| Managed Assets ($) | $254,197,824,000 | 3 |
| Personal trust and agency accounts, managed assets | $106,216,004,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,216,229,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $4,737,154,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $11,292,224,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $122,736,213,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $60,960,585,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $14,228,691,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,059,188,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,082,193,000 | 10 |
| Other retirement accounts, non-managed assets | $2,317,483,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $273,030,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,601,957,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $146,203,000 | 9 |
| 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 | $329,703,172,000 | 13 |
| Managed Assets ($) | $263,197,366,000 | 3 |
| Personal trust and agency accounts, managed assets | $108,294,089,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $14,672,574,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $5,083,902,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $8,798,156,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $119,244,695,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,103,950,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $66,505,806,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $10,122,582,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $19,538,701,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,837,877,000 | 10 |
| Other retirement accounts, non-managed assets | $5,629,877,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $273,358,000 | 51 |
| 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 | $5,103,411,000 | 12 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $81,652,474,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $410,417,000 | 9 |
| 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 | $235,216,351,000 | 14 |
| Managed Assets ($) | $181,743,007,000 | 4 |
| Personal trust and agency accounts, managed assets | $91,020,600,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,064,290,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $4,151,375,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $5,178,373,000 | 4 |
| Corporate trust and agency accounts, managed assets | $308,033,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $76,167,309,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,853,027,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,473,344,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $8,083,788,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,648,641,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,593,590,000 | 10 |
| Other retirement accounts, non-managed assets | $1,870,637,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $276,688,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,384,390,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $547,796,000 | 8 |
| 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 | $241,838,052,000 | 13 |
| Managed Assets ($) | $185,957,608,000 | 4 |
| Personal trust and agency accounts, managed assets | $96,773,130,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,120,173,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $3,530,054,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $5,371,138,000 | 4 |
| Corporate trust and agency accounts, managed assets | $462,927,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $74,501,058,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,199,128,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,880,444,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $8,456,643,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,724,319,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,696,499,000 | 11 |
| Other retirement accounts, non-managed assets | $1,729,523,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $273,460,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,963,347,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $651,325,000 | 8 |
| 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 | $237,491,906,000 | 13 |
| Managed Assets ($) | $183,878,844,000 | 4 |
| Personal trust and agency accounts, managed assets | $97,329,839,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,109,002,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $3,435,234,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $5,233,305,000 | 4 |
| Corporate trust and agency accounts, managed assets | $491,757,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $72,122,597,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,157,110,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,613,062,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $8,428,630,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,552,844,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,557,470,000 | 11 |
| Other retirement accounts, non-managed assets | $1,800,195,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $273,923,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,826,729,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $813,662,000 | 9 |
| 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 | $234,563,148,000 | 13 |
| Managed Assets ($) | $178,997,955,000 | 4 |
| Personal trust and agency accounts, managed assets | $94,029,222,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,104,215,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $3,732,849,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $5,139,978,000 | 5 |
| Corporate trust and agency accounts, managed assets | $458,837,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $70,542,054,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,990,800,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $208,575,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,565,193,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $9,162,315,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,874,784,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,446,847,000 | 10 |
| Other retirement accounts, non-managed assets | $1,807,827,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $273,420,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,120,956,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,360,094,000 | 9 |
| 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 | $240,435,726,000 | 13 |
| Managed Assets ($) | $184,897,437,000 | 4 |
| Personal trust and agency accounts, managed assets | $94,211,557,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,087,043,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $3,758,244,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $5,138,141,000 | 5 |
| Corporate trust and agency accounts, managed assets | $452,571,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $76,358,766,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,891,115,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $995,250,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,538,289,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $10,224,360,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,009,502,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,224,137,000 | 10 |
| Other retirement accounts, non-managed assets | $1,803,607,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $276,683,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,162,107,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,094,008,000 | 8 |
| 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 | $230,102,315,000 | 13 |
| Managed Assets ($) | $179,469,887,000 | 3 |
| Personal trust and agency accounts, managed assets | $91,014,406,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,047,457,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $3,707,517,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $4,958,217,000 | 4 |
| Corporate trust and agency accounts, managed assets | $1,091,169,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $73,832,849,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,818,272,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $908,481,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $50,632,428,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $9,991,610,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,487,543,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,593,717,000 | 11 |
| Other retirement accounts, non-managed assets | $1,556,154,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $3,404,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,290,810,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $23,200,013,000 | 8 |
| 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 | $240,405,572,000 | 14 |
| Managed Assets ($) | $189,259,278,000 | 3 |
| Personal trust and agency accounts, managed assets | $89,723,384,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,103,561,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $3,591,440,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $4,857,625,000 | 6 |
| Corporate trust and agency accounts, managed assets | $1,140,070,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $84,863,695,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,979,503,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $13,692,868,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,146,294,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $9,951,070,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,774,926,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,802,273,000 | 10 |
| Other retirement accounts, non-managed assets | $1,615,322,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $2,683,000 | 127 |
| 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 | $20,000 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,425,393,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $23,244,608,000 | 7 |
| 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 | $245,990,906,000 | 13 |
| Managed Assets ($) | $194,215,272,000 | 3 |
| Personal trust and agency accounts, managed assets | $90,895,169,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,154,505,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $3,560,536,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $4,855,816,000 | 5 |
| Corporate trust and agency accounts, managed assets | $1,362,526,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $88,100,843,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,285,877,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $14,401,048,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $51,775,634,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $10,548,818,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,514,349,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,976,229,000 | 10 |
| Other retirement accounts, non-managed assets | $1,734,044,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $2,174,000 | 128 |
| 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 | $20,000 | 114 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,630,951,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $25,409,661,000 | 8 |
| 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 | $269,119,625,000 | 12 |
| Managed Assets ($) | $189,903,054,000 | 3 |
| Personal trust and agency accounts, managed assets | $89,757,486,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,165,675,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $3,401,208,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $4,702,116,000 | 5 |
| Corporate trust and agency accounts, managed assets | $1,238,337,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $85,511,396,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,126,836,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $13,403,789,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $79,216,571,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $11,068,257,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,825,456,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $29,118,456,000 | 9 |
| Other retirement accounts, non-managed assets | $27,199,155,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $5,227,000 | 159 |
| 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 | $20,000 | 236 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,006,883,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $19,375,245,000 | 7 |
| 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 | $263,067,789,000 | 12 |
| Managed Assets ($) | $183,315,083,000 | 3 |
| Personal trust and agency accounts, managed assets | $88,795,036,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $878,498,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $3,602,323,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $4,897,299,000 | 5 |
| Corporate trust and agency accounts, managed assets | $1,287,220,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $83,854,707,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $11,847,589,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $79,752,706,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $10,558,082,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,286,664,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,145,870,000 | 8 |
| Other retirement accounts, non-managed assets | $29,759,988,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $2,082,000 | 134 |
| 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 | $20,000 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,176,890,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $17,706,856,000 | 7 |
| 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 | $268,642,544,000 | 11 |
| Managed Assets ($) | $178,355,454,000 | 3 |
| Personal trust and agency accounts, managed assets | $87,087,732,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $905,447,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $3,336,954,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $4,927,067,000 | 6 |
| Corporate trust and agency accounts, managed assets | $1,222,755,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $80,875,499,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $10,836,854,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $90,287,090,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $12,353,958,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,608,504,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,730,713,000 | 8 |
| Other retirement accounts, non-managed assets | $36,549,305,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $2,482,000 | 133 |
| 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 | $42,128,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $42,973,976,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $17,014,985,000 | 7 |
| 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 | $136,700,310,000 | 13 |
| Managed Assets ($) | $107,108,064,000 | 6 |
| Personal trust and agency accounts, managed assets | $56,238,589,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $261,005,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $750,781,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $2,460,958,000 | 10 |
| Corporate trust and agency accounts, managed assets | $872,902,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $46,523,829,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,486,000 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,592,246,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $7,684,663,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,504,898,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,201,962,000 | 14 |
| Other retirement accounts, non-managed assets | $1,200,250,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $453,000 | 151 |
| 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 | $20,000 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,353,901,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $909,227,000 | 9 |
| 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 | $139,951,816,000 | 12 |
| Managed Assets ($) | $111,097,509,000 | 5 |
| Personal trust and agency accounts, managed assets | $57,431,715,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $264,766,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $2,238,405,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $2,413,795,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $48,748,828,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,382,000 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,854,307,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $7,944,827,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,680,762,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,897,016,000 | 15 |
| Other retirement accounts, non-managed assets | $1,330,990,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $692,000 | 239 |
| 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 | $20,000 | 238 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,437,668,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $865,946,000 | 9 |
| 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 | $129,299,562,000 | 12 |
| Managed Assets ($) | $103,669,432,000 | 6 |
| Personal trust and agency accounts, managed assets | $53,822,264,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $259,595,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $556,380,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $2,362,603,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,034,577,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $45,634,013,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,005,000 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,630,130,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $7,223,345,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,002,275,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,330,830,000 | 15 |
| Other retirement accounts, non-managed assets | $1,073,277,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $383,000 | 155 |
| 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 | $20,000 | 114 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,649,089,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,010,298,000 | 9 |
| 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 | $131,761,421,000 | 12 |
| Managed Assets ($) | $105,998,209,000 | 6 |
| Personal trust and agency accounts, managed assets | $54,160,672,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $270,573,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $557,841,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $2,341,739,000 | 13 |
| Corporate trust and agency accounts, managed assets | $1,005,514,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $47,661,870,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,763,212,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $7,354,134,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,858,627,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,458,618,000 | 15 |
| Other retirement accounts, non-managed assets | $1,091,177,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $636,000 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,000 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,009,564,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $840,388,000 | 9 |
| 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 | $131,644,632,000 | 12 |
| Managed Assets ($) | $106,828,273,000 | 7 |
| Personal trust and agency accounts, managed assets | $54,847,337,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $281,043,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $581,253,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $2,336,203,000 | 13 |
| Corporate trust and agency accounts, managed assets | $1,019,893,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $47,762,544,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,045,817,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,816,359,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $6,457,586,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,641,779,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,634,203,000 | 15 |
| Other retirement accounts, non-managed assets | $1,082,412,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $360,000 | 165 |
| 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 | $19,000 | 121 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $25,615,530,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $788,152,000 | 9 |
| 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 | $132,397,232,000 | 12 |
| Managed Assets ($) | $110,231,855,000 | 5 |
| Personal trust and agency accounts, managed assets | $56,709,898,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $303,635,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $595,580,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $2,381,183,000 | 13 |
| Corporate trust and agency accounts, managed assets | $1,281,821,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $48,612,935,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $346,803,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,658,051,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,165,377,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $3,941,716,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,510,424,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,405,304,000 | 15 |
| Other retirement accounts, non-managed assets | $1,307,382,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $531,000 | 292 |
| 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 | $20,000 | 254 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,737,865,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $13,744,000 | 14 |
| 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 | $124,078,065,000 | 13 |
| Managed Assets ($) | $103,378,398,000 | 5 |
| Personal trust and agency accounts, managed assets | $53,884,618,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $281,491,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $425,900,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $2,166,190,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,281,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $46,254,063,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $364,855,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,699,231,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,699,667,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $3,555,988,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,111,179,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,832,521,000 | 15 |
| Other retirement accounts, non-managed assets | $1,199,652,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $304,000 | 172 |
| 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 | $23,000 | 142 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,174,569,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $13,818,000 | 14 |
| 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 | $124,520,000,000 | 14 |
| Managed Assets ($) | $103,765,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $53,892,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $281,000,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $423,000,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $2,230,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,000,000 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $46,578,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $360,000,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,754,000,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,755,000,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $3,566,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,053,000,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,819,000,000 | 15 |
| Other retirement accounts, non-managed assets | $1,316,000,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $1,000,000 | 162 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $27,701,000,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,000,000 | 14 |
| 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 | $115,240,000,000 | 13 |
| Managed Assets ($) | $96,548,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $51,251,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $255,000,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $400,000,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $2,117,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,000,000 | 101 |
| Investment management and investment advisory agency accounts, managed assets | $42,169,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $355,000,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,749,000,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,692,000,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $3,570,000,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,203,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,617,000,000 | 15 |
| Other retirement accounts, non-managed assets | $1,302,000,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,820,000,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,000,000 | 14 |
| 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 | $119,691,000,000 | 13 |
| Managed Assets ($) | $100,095,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $52,867,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $251,000,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $413,000,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $2,154,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $2,000,000 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $44,037,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $371,000,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,847,000,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,596,000,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $3,947,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,319,000,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,906,000,000 | 16 |
| Other retirement accounts, non-managed assets | $1,424,000,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,718,000,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $14,000,000 | 15 |
| 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 | $143,623,000,000 | 12 |
| Managed Assets ($) | $128,043,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $64,512,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $601,000,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $5,575,000,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $2,648,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $53,784,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $923,000,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $2,523,000,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,580,000,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $4,497,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,937,000,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,527,000,000 | 24 |
| Other retirement accounts, non-managed assets | $1,613,000,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $6,000,000 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $31,338,000,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $21,000,000 | 13 |
| 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 |