Home > Bank of Hawaii > Total Fiduciary and Related Assets
Bank of Hawaii, Total Fiduciary and Related Assets
| 2025-03-31 | 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 | $10,473,260,000 | 76 |
| Managed Assets ($) | $8,491,184,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,314,486,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,442,000 | 135 |
| Employee benefit-defined benefit accounts, managed assets | $50,705,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $387,115,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $5,445,299,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $1,243,358,000 | 35 |
| Other fiduciary accounts, managed assets | $31,779,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $210,479,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,982,076,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $185,678,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,116,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $535,687,000 | 32 |
| Other retirement accounts, non-managed assets | $202,821,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,734,000 | 57 |
| Other fiduciary accounts, non-managed assets | $916,040,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,717,500,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $12,885,000 | 171 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,042,086,000 | 72 |
| Managed Assets ($) | $9,073,015,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,339,740,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,197,000 | 140 |
| Employee benefit-defined benefit accounts, managed assets | $58,915,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $392,453,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $5,969,666,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $1,256,688,000 | 34 |
| Other fiduciary accounts, managed assets | $31,356,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $216,456,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $276,192,000 | 29 |
| Non-managed Assets ($) | $1,969,071,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $193,382,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,862,000 | 132 |
| Employee benefit-defined benefit accounts, non-managed Assets | $525,249,000 | 30 |
| Other retirement accounts, non-managed assets | $222,103,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 219 |
| Investment management and advisory agency accounts, non-managed assets | $268,000 | 283 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,853,000 | 56 |
| Other fiduciary accounts, non-managed assets | $885,354,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,668,204,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 39 |
| Individual retirement,health savings and similar accounts, non-managed | $16,413,000 | 212 |
| 2024-09-30 | 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 | $11,594,343,000 | 72 |
| Managed Assets ($) | $9,581,729,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,377,590,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,448,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $60,664,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $392,792,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $6,408,098,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,284,857,000 | 35 |
| Other fiduciary accounts, managed assets | $31,280,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $216,934,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,012,614,000 | 94 |
| Personal trust and agency accounts, non-managed assets | $183,308,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,314,000 | 123 |
| Employee benefit-defined benefit accounts, non-managed Assets | $559,563,000 | 31 |
| Other retirement accounts, non-managed assets | $221,353,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $0 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $272,000 | 181 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,174,000 | 56 |
| Other fiduciary accounts, non-managed assets | $897,630,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,660,389,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $16,696,000 | 154 |
| 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 | $10,960,181,000 | 74 |
| Managed Assets ($) | $9,040,041,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,362,228,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,279,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $57,853,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $365,336,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $5,980,248,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,212,787,000 | 36 |
| Other fiduciary accounts, managed assets | $30,310,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $201,701,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,920,140,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $182,892,000 | 109 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,053,000 | 133 |
| Employee benefit-defined benefit accounts, non-managed Assets | $523,502,000 | 30 |
| Other retirement accounts, non-managed assets | $210,946,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 248 |
| Foundation and endowment trust and agency accounts, non-managed assets | $78,546,000 | 38 |
| Other fiduciary accounts, non-managed assets | $811,201,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,587,788,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 37 |
| Individual retirement,health savings and similar accounts, non-managed | $13,222,000 | 194 |
| 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 | $10,603,293,000 | 75 |
| Managed Assets ($) | $8,696,095,000 | 57 |
| Personal trust and agency accounts, managed assets | $1,357,164,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,469,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $57,560,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $358,617,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $5,655,051,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $1,206,044,000 | 35 |
| Other fiduciary accounts, managed assets | $30,190,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $197,264,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,907,198,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $181,660,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $117,770,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $553,731,000 | 32 |
| Other retirement accounts, non-managed assets | $205,124,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 256 |
| Foundation and endowment trust and agency accounts, non-managed assets | $79,650,000 | 38 |
| Other fiduciary accounts, non-managed assets | $769,263,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,541,496,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | $13,087,000 | 169 |
| 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 | $10,445,694,000 | 73 |
| Managed Assets ($) | $8,589,227,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,318,541,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $31,025,000 | 126 |
| Employee benefit-defined benefit accounts, managed assets | $54,124,000 | 83 |
| Other employee benefit and retirement-related accounts, managed assets | $342,694,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $5,656,027,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,157,143,000 | 35 |
| Other fiduciary accounts, managed assets | $29,673,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $187,732,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $276,670,000 | 29 |
| Non-managed Assets ($) | $1,856,467,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $199,085,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $105,103,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $520,446,000 | 33 |
| Other retirement accounts, non-managed assets | $194,331,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $372,000 | 278 |
| Foundation and endowment trust and agency accounts, non-managed assets | $79,871,000 | 38 |
| Other fiduciary accounts, non-managed assets | $757,259,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,505,429,000 | 96 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $13,214,000 | 232 |
| 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 | $9,703,173,000 | 76 |
| Managed Assets ($) | $7,985,074,000 | 56 |
| Personal trust and agency accounts, managed assets | $1,239,862,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,861,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $63,825,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $323,934,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,376,558,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $924,661,000 | 39 |
| Other fiduciary accounts, managed assets | $28,373,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $177,622,000 | 124 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,718,099,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $183,739,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $110,200,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $534,006,000 | 32 |
| Other retirement accounts, non-managed assets | $191,261,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $120,000 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,395,000 | 61 |
| Other fiduciary accounts, non-managed assets | $672,378,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,412,514,000 | 93 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $12,355,000 | 168 |
| 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 | $9,745,481,000 | 73 |
| Managed Assets ($) | $8,096,967,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,285,967,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,370,000 | 131 |
| Employee benefit-defined benefit accounts, managed assets | $66,286,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $324,759,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $5,394,359,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $967,481,000 | 38 |
| Other fiduciary accounts, managed assets | $28,745,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $179,333,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,648,514,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $163,970,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $98,548,000 | 126 |
| Employee benefit-defined benefit accounts, non-managed Assets | $544,328,000 | 32 |
| Other retirement accounts, non-managed assets | $186,985,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $188,000 | 223 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,979,000 | 62 |
| Other fiduciary accounts, non-managed assets | $630,516,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,446,451,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $12,104,000 | 193 |
| 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 | $10,010,259,000 | 80 |
| Managed Assets ($) | $8,284,249,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,253,731,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,101,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $65,463,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $312,601,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $5,652,669,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $940,086,000 | 43 |
| Other fiduciary accounts, managed assets | $29,598,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $172,562,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,726,010,000 | 100 |
| Personal trust and agency accounts, non-managed assets | $162,928,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $115,462,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $543,378,000 | 32 |
| Other retirement accounts, non-managed assets | $184,890,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $42,395,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,299,000 | 60 |
| Other fiduciary accounts, non-managed assets | $652,658,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,416,506,000 | 95 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,362,000 | 169 |
| 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 | $9,660,017,000 | 80 |
| Managed Assets ($) | $7,967,787,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,243,239,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,947,000 | 138 |
| Employee benefit-defined benefit accounts, managed assets | $63,746,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $293,304,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $5,408,598,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $900,086,000 | 45 |
| Other fiduciary accounts, managed assets | $28,867,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $159,640,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $280,489,000 | 32 |
| Non-managed Assets ($) | $1,692,230,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $162,018,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $113,833,000 | 121 |
| Employee benefit-defined benefit accounts, non-managed Assets | $557,884,000 | 34 |
| Other retirement accounts, non-managed assets | $179,949,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $21,389,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,276,000 | 59 |
| Other fiduciary accounts, non-managed assets | $630,881,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,358,117,000 | 100 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,409,000 | 251 |
| 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 | $9,261,357,000 | 80 |
| Managed Assets ($) | $7,638,270,000 | 55 |
| Personal trust and agency accounts, managed assets | $1,162,960,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,923,000 | 119 |
| Employee benefit-defined benefit accounts, managed assets | $62,073,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $284,689,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,224,637,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $843,190,000 | 44 |
| Other fiduciary accounts, managed assets | $30,798,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $156,548,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,623,087,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $147,687,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $115,932,000 | 119 |
| Employee benefit-defined benefit accounts, non-managed Assets | $581,555,000 | 33 |
| Other retirement accounts, non-managed assets | $175,514,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,916,000 | 58 |
| Other fiduciary accounts, non-managed assets | $575,483,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,336,568,000 | 98 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,394,000 | 170 |
| 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 | $9,339,259,000 | 64 |
| Managed Assets ($) | $7,658,988,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,233,936,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,273,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $66,174,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $317,282,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $5,072,322,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $905,331,000 | 34 |
| Other fiduciary accounts, managed assets | $31,670,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $162,190,000 | 122 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,680,271,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $149,016,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $118,938,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $648,869,000 | 30 |
| Other retirement accounts, non-managed assets | $186,292,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,407,000 | 49 |
| Other fiduciary accounts, non-managed assets | $548,749,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,425,381,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,371,000 | 182 |
| 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 | $9,941,890,000 | 64 |
| Managed Assets ($) | $8,168,268,000 | 48 |
| Personal trust and agency accounts, managed assets | $1,353,831,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,175,000 | 110 |
| Employee benefit-defined benefit accounts, managed assets | $79,530,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $336,804,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $5,290,436,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,038,124,000 | 33 |
| Other fiduciary accounts, managed assets | $32,368,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $175,406,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,773,622,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $159,857,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,703,000 | 112 |
| Employee benefit-defined benefit accounts, non-managed Assets | $721,335,000 | 30 |
| Other retirement accounts, non-managed assets | $199,879,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,401,000 | 43 |
| Other fiduciary accounts, non-managed assets | $528,447,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,558,377,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,182,000 | 156 |
| 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 | $10,481,238,000 | 62 |
| Managed Assets ($) | $8,526,833,000 | 47 |
| Personal trust and agency accounts, managed assets | $1,381,959,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,354,000 | 125 |
| Employee benefit-defined benefit accounts, managed assets | $79,392,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $236,131,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $5,636,841,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,098,272,000 | 27 |
| Other fiduciary accounts, managed assets | $55,884,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $183,255,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $323,758,000 | 25 |
| Non-managed Assets ($) | $1,954,405,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $144,490,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $125,399,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $773,260,000 | 30 |
| Other retirement accounts, non-managed assets | $208,342,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $135,662,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,325,000 | 50 |
| Other fiduciary accounts, non-managed assets | $536,927,000 | 17 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,557,210,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,598,000 | 222 |
| 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 | $10,141,313,000 | 61 |
| Managed Assets ($) | $8,227,061,000 | 47 |
| Personal trust and agency accounts, managed assets | $1,305,942,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,061,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $106,239,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $230,871,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $5,429,881,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $1,058,856,000 | 26 |
| Other fiduciary accounts, managed assets | $56,211,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $179,428,000 | 127 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,914,252,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $156,465,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,941,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $749,971,000 | 30 |
| Other retirement accounts, non-managed assets | $213,511,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $101,065,000 | 44 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,677,000 | 46 |
| Other fiduciary accounts, non-managed assets | $539,622,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,527,933,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $20,125,000 | 141 |
| 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 | $10,057,631,000 | 62 |
| Managed Assets ($) | $8,190,355,000 | 47 |
| Personal trust and agency accounts, managed assets | $1,320,150,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,414,000 | 115 |
| Employee benefit-defined benefit accounts, managed assets | $105,616,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $233,430,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,357,386,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,074,202,000 | 27 |
| Other fiduciary accounts, managed assets | $61,157,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $182,007,000 | 128 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,867,276,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $157,761,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,956,000 | 120 |
| Employee benefit-defined benefit accounts, non-managed Assets | $703,669,000 | 30 |
| Other retirement accounts, non-managed assets | $208,637,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $101,903,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,843,000 | 48 |
| Other fiduciary accounts, non-managed assets | $539,507,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,540,282,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $20,377,000 | 158 |
| 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 | $9,818,019,000 | 60 |
| Managed Assets ($) | $8,035,083,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,293,987,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,595,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $100,094,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $224,233,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $5,302,493,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,015,604,000 | 28 |
| Other fiduciary accounts, managed assets | $61,077,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $173,325,000 | 130 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,782,936,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $148,183,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,306,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $715,173,000 | 31 |
| Other retirement accounts, non-managed assets | $200,873,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $50,440,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,390,000 | 45 |
| Other fiduciary accounts, non-managed assets | $508,571,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,438,311,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $19,902,000 | 143 |
| 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 | $9,640,041,000 | 62 |
| Managed Assets ($) | $7,947,265,000 | 47 |
| Personal trust and agency accounts, managed assets | $1,298,927,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,624,000 | 121 |
| Employee benefit-defined benefit accounts, managed assets | $99,662,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $222,587,000 | 111 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $5,233,842,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $990,106,000 | 29 |
| Other fiduciary accounts, managed assets | $63,517,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $170,865,000 | 126 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $311,544,000 | 27 |
| Non-managed Assets ($) | $1,692,776,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $123,991,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,202,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $690,372,000 | 32 |
| Other retirement accounts, non-managed assets | $187,374,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $15,987,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,939,000 | 51 |
| Other fiduciary accounts, non-managed assets | $517,911,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,420,723,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $18,999,000 | 200 |
| 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 | $9,264,791,000 | 59 |
| Managed Assets ($) | $7,596,699,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,211,592,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,209,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $92,210,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $213,928,000 | 109 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,071,944,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $905,727,000 | 28 |
| Other fiduciary accounts, managed assets | $64,089,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $162,001,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,668,092,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $116,694,000 | 87 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,515,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $686,455,000 | 32 |
| Other retirement accounts, non-managed assets | $180,065,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $15,464,000 | 84 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,024,000 | 46 |
| Other fiduciary accounts, non-managed assets | $512,875,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,432,391,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $18,564,000 | 147 |
| 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 | $9,177,739,000 | 59 |
| Managed Assets ($) | $7,576,666,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,160,404,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,018,000 | 114 |
| Employee benefit-defined benefit accounts, managed assets | $85,922,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $211,314,000 | 108 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $5,055,376,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $962,238,000 | 27 |
| Other fiduciary accounts, managed assets | $64,394,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $154,853,000 | 123 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,601,073,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $116,970,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $126,426,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $643,641,000 | 33 |
| Other retirement accounts, non-managed assets | $167,979,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $15,301,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,405,000 | 48 |
| Other fiduciary accounts, non-managed assets | $502,351,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,344,841,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,916,000 | 160 |
| 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 | $8,919,526,000 | 57 |
| Managed Assets ($) | $7,387,363,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,095,138,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,537,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $116,999,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $210,135,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,006,183,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $859,568,000 | 27 |
| Other fiduciary accounts, managed assets | $63,803,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $143,896,000 | 118 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,532,163,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $112,377,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $122,512,000 | 108 |
| Employee benefit-defined benefit accounts, non-managed Assets | $587,081,000 | 33 |
| Other retirement accounts, non-managed assets | $159,449,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $14,519,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,301,000 | 46 |
| Other fiduciary accounts, non-managed assets | $503,924,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,253,110,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,448,000 | 143 |
| 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 | $9,554,015,000 | 59 |
| Managed Assets ($) | $7,990,360,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,236,250,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,693,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $137,788,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $235,771,000 | 102 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $5,259,144,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $1,012,612,000 | 27 |
| Other fiduciary accounts, managed assets | $64,102,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $169,079,000 | 114 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $330,330,000 | 28 |
| Non-managed Assets ($) | $1,563,655,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $125,826,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,545,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $606,249,000 | 33 |
| Other retirement accounts, non-managed assets | $167,834,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $12,274,000 | 121 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,034,000 | 42 |
| Other fiduciary accounts, non-managed assets | $471,893,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,347,614,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $18,434,000 | 199 |
| 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 | $9,441,091,000 | 59 |
| Managed Assets ($) | $7,863,431,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,253,735,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,191,000 | 103 |
| Employee benefit-defined benefit accounts, managed assets | $130,606,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $229,814,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $5,160,356,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $976,264,000 | 29 |
| Other fiduciary accounts, managed assets | $68,465,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $166,131,000 | 112 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,577,660,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $148,843,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $121,530,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $614,170,000 | 34 |
| Other retirement accounts, non-managed assets | $163,758,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $13,806,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,667,000 | 43 |
| Other fiduciary accounts, non-managed assets | $469,886,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,608,762,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,635,000 | 147 |
| 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 | $9,298,146,000 | 57 |
| Managed Assets ($) | $7,786,265,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,256,285,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,051,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $128,704,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $227,195,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $5,083,279,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $980,250,000 | 26 |
| Other fiduciary accounts, managed assets | $66,501,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $166,280,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,511,881,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $149,568,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $122,407,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $560,703,000 | 34 |
| Other retirement accounts, non-managed assets | $162,239,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $13,588,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,789,000 | 39 |
| Other fiduciary accounts, non-managed assets | $454,587,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,615,159,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,256,000 | 161 |
| 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 | $9,167,162,000 | 57 |
| Managed Assets ($) | $7,661,817,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,259,370,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,307,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $135,396,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $215,708,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $4,978,520,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $959,999,000 | 25 |
| Other fiduciary accounts, managed assets | $69,517,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $157,305,000 | 110 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,505,345,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $145,258,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,876,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $554,294,000 | 35 |
| Other retirement accounts, non-managed assets | $160,686,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $17,792,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,399,000 | 41 |
| Other fiduciary accounts, non-managed assets | $450,040,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,504,711,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,701,000 | 164 |
| 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 | $8,742,517,000 | 56 |
| Managed Assets ($) | $7,344,121,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,209,078,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,850,000 | 120 |
| Employee benefit-defined benefit accounts, managed assets | $123,851,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $199,088,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $4,809,596,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $889,323,000 | 26 |
| Other fiduciary accounts, managed assets | $77,335,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $145,871,000 | 106 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $320,894,000 | 24 |
| Non-managed Assets ($) | $1,398,396,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $132,533,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $124,092,000 | 113 |
| Employee benefit-defined benefit accounts, non-managed Assets | $527,637,000 | 35 |
| Other retirement accounts, non-managed assets | $146,283,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $16,023,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,887,000 | 47 |
| Other fiduciary accounts, non-managed assets | $412,941,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,163,402,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,078,000 | 217 |
| 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 | $9,074,132,000 | 56 |
| Managed Assets ($) | $7,602,935,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,287,389,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,894,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $140,736,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $215,257,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $4,859,747,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $977,899,000 | 26 |
| Other fiduciary accounts, managed assets | $79,013,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $162,087,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,471,197,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $159,122,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $128,821,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $575,686,000 | 35 |
| Other retirement accounts, non-managed assets | $158,274,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $8,978,000 | 114 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,149,000 | 44 |
| Other fiduciary accounts, non-managed assets | $398,167,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,160,350,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,874,000 | 166 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,746,427,000 | 57 |
| Managed Assets ($) | $7,312,237,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,279,737,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,588,000 | 118 |
| Employee benefit-defined benefit accounts, managed assets | $135,318,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $211,989,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $4,617,967,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $950,173,000 | 26 |
| Other fiduciary accounts, managed assets | $77,465,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $161,438,000 | 101 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,434,190,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $164,457,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $127,311,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $559,327,000 | 36 |
| Other retirement accounts, non-managed assets | $156,011,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $6,698,000 | 122 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,284,000 | 43 |
| Other fiduciary accounts, non-managed assets | $378,102,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,130,473,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,345,000 | 160 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,677,809,000 | 58 |
| Managed Assets ($) | $7,226,259,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,322,722,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,856,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $137,327,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $212,698,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $4,482,748,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $954,250,000 | 25 |
| Other fiduciary accounts, managed assets | $71,658,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $162,187,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,451,550,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $165,444,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,982,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $559,975,000 | 36 |
| Other retirement accounts, non-managed assets | $155,559,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $2,876,000 | 153 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,511,000 | 45 |
| Other fiduciary accounts, non-managed assets | $385,203,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,122,313,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,313,000 | 154 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,725,920,000 | 58 |
| Managed Assets ($) | $7,286,083,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,342,636,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $44,769,000 | 117 |
| Employee benefit-defined benefit accounts, managed assets | $138,481,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $217,588,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $4,500,418,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $967,277,000 | 25 |
| Other fiduciary accounts, managed assets | $74,914,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $167,111,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $355,588,000 | 27 |
| Non-managed Assets ($) | $1,439,837,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $149,436,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $141,762,000 | 111 |
| Employee benefit-defined benefit accounts, non-managed Assets | $566,060,000 | 36 |
| Other retirement accounts, non-managed assets | $149,761,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $2,861,000 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,910,000 | 47 |
| Other fiduciary accounts, non-managed assets | $389,047,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,142,795,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,399,000 | 209 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,430,778,000 | 58 |
| Managed Assets ($) | $6,976,883,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,329,232,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $43,742,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $147,437,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $210,042,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $4,234,068,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $937,810,000 | 25 |
| Other fiduciary accounts, managed assets | $74,552,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $161,149,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,453,895,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $149,908,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $147,962,000 | 107 |
| Employee benefit-defined benefit accounts, non-managed Assets | $594,060,000 | 36 |
| Other retirement accounts, non-managed assets | $146,610,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $2,646,000 | 154 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,635,000 | 46 |
| Other fiduciary accounts, non-managed assets | $375,074,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,112,845,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,100,000 | 156 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,437,014,000 | 58 |
| Managed Assets ($) | $7,133,470,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,328,987,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,863,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $193,299,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $208,785,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,338,261,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $946,639,000 | 26 |
| Other fiduciary accounts, managed assets | $74,636,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $159,258,000 | 89 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,303,544,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $157,163,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,166,000 | 109 |
| Employee benefit-defined benefit accounts, non-managed Assets | $457,795,000 | 38 |
| Other retirement accounts, non-managed assets | $144,182,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $2,254,000 | 153 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,840,000 | 47 |
| Other fiduciary accounts, non-managed assets | $356,144,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,147,621,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,505,000 | 153 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,288,234,000 | 58 |
| Managed Assets ($) | $6,982,598,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,334,251,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,924,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $189,597,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $206,493,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $4,201,227,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $934,367,000 | 26 |
| Other fiduciary accounts, managed assets | $74,739,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $156,488,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,305,636,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $160,301,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $156,933,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $437,922,000 | 38 |
| Other retirement accounts, non-managed assets | $142,047,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $2,128,000 | 152 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,054,000 | 48 |
| Other fiduciary accounts, non-managed assets | $369,251,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,151,189,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,710,000 | 149 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,253,348,000 | 56 |
| Managed Assets ($) | $6,736,831,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,293,705,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,787,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $179,956,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $205,950,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $4,030,843,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $899,748,000 | 26 |
| Other fiduciary accounts, managed assets | $75,842,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $156,531,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $375,445,000 | 28 |
| Non-managed Assets ($) | $1,516,517,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $157,957,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $154,250,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $654,123,000 | 34 |
| Other retirement accounts, non-managed assets | $139,229,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $1,958,000 | 224 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,648,000 | 45 |
| Other fiduciary accounts, non-managed assets | $370,352,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,127,571,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,261,000 | 209 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,330,531,000 | 57 |
| Managed Assets ($) | $6,807,799,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,313,167,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $73,047,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $182,586,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $210,487,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,046,230,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $905,317,000 | 26 |
| Other fiduciary accounts, managed assets | $76,965,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $162,637,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,522,732,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $147,538,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $162,965,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $664,378,000 | 34 |
| Other retirement accounts, non-managed assets | $137,818,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $2,034,000 | 155 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,252,000 | 47 |
| Other fiduciary accounts, non-managed assets | $369,747,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,273,550,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,413,000 | 159 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,127,104,000 | 58 |
| Managed Assets ($) | $6,659,554,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,305,336,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,796,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $165,567,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $201,257,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $3,942,058,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $898,158,000 | 25 |
| Other fiduciary accounts, managed assets | $77,382,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $155,727,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,467,550,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $147,216,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $158,636,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $627,698,000 | 35 |
| Other retirement accounts, non-managed assets | $142,880,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $1,966,000 | 162 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,409,000 | 46 |
| Other fiduciary accounts, non-managed assets | $353,745,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,263,693,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,453,000 | 161 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,046,318,000 | 58 |
| Managed Assets ($) | $6,596,630,000 | 43 |
| Personal trust and agency accounts, managed assets | $1,309,846,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,623,000 | 94 |
| Employee benefit-defined benefit accounts, managed assets | $163,710,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $200,625,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $3,917,854,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $859,335,000 | 26 |
| Other fiduciary accounts, managed assets | $77,637,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $155,939,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,449,688,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $149,048,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $163,123,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $609,227,000 | 34 |
| Other retirement accounts, non-managed assets | $142,003,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $1,906,000 | 158 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,274,000 | 47 |
| Other fiduciary accounts, non-managed assets | $349,107,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,224,916,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,710,000 | 160 |
| 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 | $7,888,691,000 | 58 |
| Managed Assets ($) | $6,421,834,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,305,665,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,341,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $161,820,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $198,077,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $3,777,802,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $842,119,000 | 24 |
| Other fiduciary accounts, managed assets | $70,010,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $155,079,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $345,920,000 | 30 |
| Non-managed Assets ($) | $1,466,857,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $141,414,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $221,858,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $604,720,000 | 35 |
| Other retirement accounts, non-managed assets | $142,428,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $1,990,000 | 236 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,619,000 | 45 |
| Other fiduciary accounts, non-managed assets | $318,828,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,224,353,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,542,000 | 226 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,225,972,000 | 58 |
| Managed Assets ($) | $6,496,238,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,311,756,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,041,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $158,294,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $204,426,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,854,518,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $833,200,000 | 26 |
| Other fiduciary accounts, managed assets | $70,003,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $164,085,000 | 78 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,729,734,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $136,318,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $507,826,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $599,760,000 | 33 |
| Other retirement accounts, non-managed assets | $132,665,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,935,000 | 47 |
| Other fiduciary accounts, non-managed assets | $318,230,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,283,472,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,488,000 | 162 |
| 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 | $8,467,911,000 | 58 |
| Managed Assets ($) | $6,637,715,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,387,614,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,346,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $165,137,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $202,440,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $3,851,064,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $894,440,000 | 26 |
| Other fiduciary accounts, managed assets | $70,674,000 | 31 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $162,806,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,830,196,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $143,258,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $590,899,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $619,095,000 | 33 |
| Other retirement accounts, non-managed assets | $142,592,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,446,000 | 48 |
| Other fiduciary accounts, non-managed assets | $297,906,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,252,886,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,370,000 | 164 |
| 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 | $8,493,309,000 | 60 |
| Managed Assets ($) | $6,651,849,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,426,306,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,805,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $166,793,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $215,520,000 | 75 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $3,801,426,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $902,291,000 | 26 |
| Other fiduciary accounts, managed assets | $70,708,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $171,471,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,841,460,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $143,323,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $624,439,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $617,923,000 | 33 |
| Other retirement accounts, non-managed assets | $133,424,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,011,000 | 48 |
| Other fiduciary accounts, non-managed assets | $288,340,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,361,570,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $17,441,000 | 153 |
| 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 | $8,394,102,000 | 60 |
| Managed Assets ($) | $6,547,313,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,371,049,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $67,158,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $163,360,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $224,985,000 | 69 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $3,776,777,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $868,378,000 | 26 |
| Other fiduciary accounts, managed assets | $75,606,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $184,749,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $336,037,000 | 31 |
| Non-managed Assets ($) | $1,846,789,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $142,456,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $648,055,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $605,660,000 | 33 |
| Other retirement accounts, non-managed assets | $131,129,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,195,000 | 56 |
| Other fiduciary accounts, non-managed assets | $292,294,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,308,285,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $18,078,000 | 186 |
| 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 | $8,885,756,000 | 58 |
| Managed Assets ($) | $6,657,425,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,367,468,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,159,000 | 101 |
| Employee benefit-defined benefit accounts, managed assets | $162,895,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $235,570,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $3,881,989,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $872,772,000 | 25 |
| Other fiduciary accounts, managed assets | $76,572,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $195,429,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,228,331,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $141,883,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $689,075,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $952,317,000 | 32 |
| Other retirement accounts, non-managed assets | $128,026,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,598,000 | 52 |
| Other fiduciary accounts, non-managed assets | $289,432,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,219,027,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $18,410,000 | 145 |
| 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 | $8,941,209,000 | 57 |
| Managed Assets ($) | $6,622,392,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,355,803,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,428,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $158,364,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $233,951,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,830,208,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $893,090,000 | 25 |
| Other fiduciary accounts, managed assets | $78,548,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $196,921,000 | 64 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,318,817,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $170,831,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $760,651,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $950,660,000 | 33 |
| Other retirement accounts, non-managed assets | $130,852,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,103,000 | 51 |
| Other fiduciary accounts, non-managed assets | $277,720,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,188,464,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $19,401,000 | 141 |
| 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 | $8,845,132,000 | 58 |
| Managed Assets ($) | $6,434,573,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,288,997,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $68,861,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $169,724,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $229,190,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,743,237,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $857,734,000 | 26 |
| Other fiduciary accounts, managed assets | $76,830,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $192,907,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,410,559,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $219,784,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $765,120,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $988,425,000 | 32 |
| Other retirement accounts, non-managed assets | $125,255,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,629,000 | 49 |
| Other fiduciary accounts, non-managed assets | $284,346,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,909,585,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $18,617,000 | 144 |
| 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 | $8,882,176,000 | 57 |
| Managed Assets ($) | $6,367,008,000 | 46 |
| Personal trust and agency accounts, managed assets | $1,256,128,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,852,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $166,800,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $228,504,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $3,717,145,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $846,173,000 | 24 |
| Other fiduciary accounts, managed assets | $79,406,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $192,684,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $803,001,000 | 22 |
| Non-managed Assets ($) | $2,515,168,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $279,556,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $852,317,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $974,424,000 | 32 |
| Other retirement accounts, non-managed assets | $123,328,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,224,000 | 45 |
| Other fiduciary accounts, non-managed assets | $250,319,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,099,422,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $19,465,000 | 187 |
| 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 | $8,631,266,000 | 55 |
| Managed Assets ($) | $6,352,082,000 | 45 |
| Personal trust and agency accounts, managed assets | $1,263,025,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,595,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $124,807,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $228,875,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $3,763,305,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $821,571,000 | 24 |
| Other fiduciary accounts, managed assets | $78,904,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $192,379,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,279,184,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $131,082,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $822,104,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $939,686,000 | 32 |
| Other retirement accounts, non-managed assets | $118,285,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,820,000 | 43 |
| Other fiduciary accounts, non-managed assets | $234,207,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,038,459,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $21,137,000 | 134 |
| 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 | $8,573,824,000 | 55 |
| Managed Assets ($) | $6,384,028,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,238,140,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,105,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $120,099,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $218,314,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $3,834,402,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $827,505,000 | 23 |
| Other fiduciary accounts, managed assets | $84,463,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $183,056,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,189,796,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $134,386,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $813,401,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $885,565,000 | 32 |
| Other retirement accounts, non-managed assets | $117,010,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,304,000 | 45 |
| Other fiduciary accounts, non-managed assets | $208,130,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,984,875,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $22,407,000 | 133 |
| 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 | $8,760,620,000 | 56 |
| Managed Assets ($) | $6,535,027,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,276,596,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,260,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $122,762,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $227,415,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $3,903,596,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $845,395,000 | 23 |
| Other fiduciary accounts, managed assets | $88,003,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $189,932,000 | 57 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,225,593,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $156,512,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $818,678,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $893,258,000 | 32 |
| Other retirement accounts, non-managed assets | $121,058,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,844,000 | 42 |
| Other fiduciary accounts, non-managed assets | $206,243,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,009,385,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $24,410,000 | 126 |
| 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 | $8,585,371,000 | 57 |
| Managed Assets ($) | $6,408,552,000 | 44 |
| Personal trust and agency accounts, managed assets | $1,272,785,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,198,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $118,937,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $222,698,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $3,825,787,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $815,253,000 | 23 |
| Other fiduciary accounts, managed assets | $91,894,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $184,483,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $964,823,000 | 18 |
| Non-managed Assets ($) | $2,176,819,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $140,357,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $806,887,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $849,161,000 | 34 |
| Other retirement accounts, non-managed assets | $117,309,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,345,000 | 41 |
| Other fiduciary accounts, non-managed assets | $231,760,000 | 25 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,131,732,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $24,136,000 | 151 |
| 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 | $8,634,801,000 | 55 |
| Managed Assets ($) | $6,349,338,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,318,542,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,514,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $75,518,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $184,051,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $3,915,749,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $740,493,000 | 24 |
| Other fiduciary accounts, managed assets | $93,471,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $183,396,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,285,463,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $143,790,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $901,583,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $993,102,000 | 32 |
| Other retirement accounts, non-managed assets | $100,518,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,559,000 | 37 |
| Other fiduciary accounts, non-managed assets | $113,911,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,926,853,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $24,710,000 | 121 |
| 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 | $8,507,793,000 | 55 |
| Managed Assets ($) | $6,302,620,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,282,360,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,517,000 | 163 |
| Employee benefit-defined benefit accounts, managed assets | $72,136,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $176,510,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $3,947,171,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $721,864,000 | 22 |
| Other fiduciary accounts, managed assets | $82,062,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $175,872,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,205,173,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $135,364,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $881,788,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $929,909,000 | 32 |
| Other retirement accounts, non-managed assets | $100,648,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,838,000 | 38 |
| Other fiduciary accounts, non-managed assets | $124,626,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,861,955,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $24,071,000 | 117 |
| 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 | $8,546,652,000 | 56 |
| Managed Assets ($) | $6,296,259,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,292,315,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,789,000 | 160 |
| Employee benefit-defined benefit accounts, managed assets | $72,886,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $174,907,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,916,793,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $735,595,000 | 23 |
| Other fiduciary accounts, managed assets | $82,974,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $174,271,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,250,393,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $136,135,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $898,729,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $950,099,000 | 30 |
| Other retirement accounts, non-managed assets | $103,648,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,418,000 | 37 |
| Other fiduciary accounts, non-managed assets | $127,364,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,767,467,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $24,795,000 | 117 |
| 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 | $8,218,112,000 | 56 |
| Managed Assets ($) | $6,109,856,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,264,927,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,841,000 | 158 |
| Employee benefit-defined benefit accounts, managed assets | $61,678,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $163,454,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $3,800,703,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $708,521,000 | 23 |
| Other fiduciary accounts, managed assets | $87,732,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $162,828,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $934,851,000 | 21 |
| Non-managed Assets ($) | $2,108,256,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $129,820,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $834,724,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $896,373,000 | 30 |
| Other retirement accounts, non-managed assets | $97,993,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $9,000,000 | 126 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,806,000 | 44 |
| Other fiduciary accounts, non-managed assets | $117,540,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,627,798,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $23,927,000 | 150 |
| 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 | $9,107,945,000 | 52 |
| Managed Assets ($) | $7,129,666,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,245,973,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,056,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $58,092,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $160,361,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,874,748,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $668,956,000 | 23 |
| Other fiduciary accounts, managed assets | $98,480,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $158,878,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,978,279,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $128,205,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $753,258,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $855,312,000 | 32 |
| Other retirement accounts, non-managed assets | $97,722,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,119,000 | 42 |
| Other fiduciary accounts, non-managed assets | $121,663,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,693,643,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $24,444,000 | 110 |
| 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 | $9,533,293,000 | 54 |
| Managed Assets ($) | $7,444,896,000 | 42 |
| Personal trust and agency accounts, managed assets | $1,344,860,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,507,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $64,185,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $171,599,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $4,992,749,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $744,586,000 | 23 |
| Other fiduciary accounts, managed assets | $101,410,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $170,020,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,088,397,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $162,224,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $762,894,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $987,635,000 | 33 |
| Other retirement accounts, non-managed assets | $109,164,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,290,000 | 41 |
| Other fiduciary accounts, non-managed assets | $43,190,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,856,831,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $28,072,000 | 102 |
| 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 | $9,807,784,000 | 51 |
| Managed Assets ($) | $7,691,666,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,344,581,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,231,000 | 150 |
| Employee benefit-defined benefit accounts, managed assets | $63,163,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $174,576,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $5,233,415,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $750,644,000 | 22 |
| Other fiduciary accounts, managed assets | $101,056,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $172,631,000 | 52 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,116,118,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $160,353,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $763,787,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,011,466,000 | 33 |
| Other retirement accounts, non-managed assets | $110,690,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,712,000 | 39 |
| Other fiduciary accounts, non-managed assets | $45,110,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,698,392,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $27,928,000 | 105 |
| 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 | $9,701,003,000 | 52 |
| Managed Assets ($) | $7,655,275,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,367,537,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,385,000 | 184 |
| Employee benefit-defined benefit accounts, managed assets | $83,347,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $171,289,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $5,170,168,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $742,419,000 | 23 |
| Other fiduciary accounts, managed assets | $101,130,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $170,423,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $813,019,000 | 25 |
| Non-managed Assets ($) | $2,045,728,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $153,464,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $733,542,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $964,420,000 | 32 |
| Other retirement accounts, non-managed assets | $108,130,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $7,207,000 | 126 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,114,000 | 39 |
| Other fiduciary accounts, non-managed assets | $48,851,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,632,213,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $25,358,000 | 136 |
| 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 | $9,444,739,000 | 54 |
| Managed Assets ($) | $7,467,966,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,378,402,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,159,000 | 169 |
| Employee benefit-defined benefit accounts, managed assets | $77,567,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $170,554,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $4,997,282,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $722,830,000 | 22 |
| Other fiduciary accounts, managed assets | $103,172,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $169,704,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,976,773,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $158,460,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $710,013,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $917,157,000 | 31 |
| Other retirement accounts, non-managed assets | $105,048,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $6,736,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,936,000 | 38 |
| Other fiduciary accounts, non-managed assets | $47,423,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,561,103,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $25,196,000 | 109 |
| 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 | $9,818,404,000 | 51 |
| Managed Assets ($) | $7,922,717,000 | 36 |
| Personal trust and agency accounts, managed assets | $1,393,444,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,123,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $69,725,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $165,361,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $5,430,869,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $674,652,000 | 22 |
| Other fiduciary accounts, managed assets | $100,543,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $53,764,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $164,542,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,895,687,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $157,702,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $699,822,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $873,675,000 | 30 |
| Other retirement accounts, non-managed assets | $66,066,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $6,820,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,574,000 | 37 |
| Other fiduciary accounts, non-managed assets | $62,028,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,801,754,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $22,351,000 | 113 |
| 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 | $10,739,856,000 | 51 |
| Managed Assets ($) | $8,748,528,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,527,678,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,703,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $72,427,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $168,345,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $6,089,444,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $737,075,000 | 20 |
| Other fiduciary accounts, managed assets | $70,856,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $67,021,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $167,488,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,991,328,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $161,931,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $741,197,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $923,940,000 | 30 |
| Other retirement accounts, non-managed assets | $70,847,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $6,385,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,790,000 | 45 |
| Other fiduciary accounts, non-managed assets | $64,238,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,897,456,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $23,486,000 | 109 |
| 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 | $10,694,981,000 | 53 |
| Managed Assets ($) | $8,714,327,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,519,321,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,201,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $70,066,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $168,064,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $6,089,334,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $719,887,000 | 20 |
| Other fiduciary accounts, managed assets | $67,454,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $68,053,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $167,217,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,623,891,000 | 21 |
| Non-managed Assets ($) | $1,980,654,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $154,282,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $714,055,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $923,322,000 | 30 |
| Other retirement accounts, non-managed assets | $69,526,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $19,000,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,689,000 | 47 |
| Other fiduciary accounts, non-managed assets | $77,780,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,891,335,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $23,105,000 | 159 |
| 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 | $10,647,030,000 | 56 |
| Managed Assets ($) | $8,713,848,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,507,942,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,189,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $68,836,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $167,152,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $6,233,975,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $655,754,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $68,153,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,933,182,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $140,706,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $703,706,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $910,633,000 | 32 |
| Other retirement accounts, non-managed assets | $68,941,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $109,196,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,886,655,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,068,579,000 | 56 |
| Managed Assets ($) | $8,268,103,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,470,250,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,427,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $61,163,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $151,028,000 | 55 |
| Corporate trust and agency accounts, managed assets | $1,563,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $6,205,962,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $306,710,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $65,908,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,800,476,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $130,137,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $647,214,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $821,245,000 | 31 |
| Other retirement accounts, non-managed assets | $72,372,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $129,508,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,745,500,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,258,441,000 | 54 |
| Managed Assets ($) | $8,560,245,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,408,768,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $65,952,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $55,895,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $138,706,000 | 54 |
| Corporate trust and agency accounts, managed assets | $1,124,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $6,321,560,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $568,240,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $67,549,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,698,196,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $134,355,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $614,167,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $753,706,000 | 31 |
| Other retirement accounts, non-managed assets | $67,763,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $128,205,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,616,132,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,337,031,000 | 51 |
| Managed Assets ($) | $9,479,815,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,494,088,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,516,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $53,171,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $148,535,000 | 55 |
| Corporate trust and agency accounts, managed assets | $1,056,000 | 137 |
| Investment management and investment advisory agency accounts, managed assets | $7,108,508,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $602,941,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $70,396,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,857,216,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $133,482,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $649,461,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $802,402,000 | 34 |
| Other retirement accounts, non-managed assets | $69,326,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $202,545,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,708,644,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,697,658,000 | 48 |
| Managed Assets ($) | $10,454,173,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,637,899,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,288,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $63,456,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $168,783,000 | 55 |
| Corporate trust and agency accounts, managed assets | $1,171,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $7,826,299,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $676,277,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $74,460,000 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,243,485,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $183,102,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $790,242,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $970,155,000 | 33 |
| Other retirement accounts, non-managed assets | $73,369,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $226,617,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,926,633,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,562,811,000 | 54 |
| Managed Assets ($) | $11,172,377,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,766,278,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,604,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $74,950,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $186,759,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $8,331,146,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $727,640,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $80,415,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,390,434,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $133,237,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $880,309,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,073,115,000 | 35 |
| Other retirement accounts, non-managed assets | $78,111,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $225,662,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,102,504,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,963,880,000 | 48 |
| Managed Assets ($) | $11,604,825,000 | 33 |
| Personal trust and agency accounts, managed assets | $1,864,940,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,706,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $114,116,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $189,335,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $8,617,859,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $733,869,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $86,414,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,359,055,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $87,489,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $885,646,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,090,615,000 | 35 |
| Other retirement accounts, non-managed assets | $76,408,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $218,897,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,120,749,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,411,190,000 | 47 |
| Managed Assets ($) | $11,986,265,000 | 35 |
| Personal trust and agency accounts, managed assets | $1,984,003,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,814,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $120,559,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $202,797,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $8,807,731,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $784,361,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $89,448,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,424,925,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $116,567,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $918,682,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,158,244,000 | 37 |
| Other retirement accounts, non-managed assets | $78,817,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $152,615,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,266,236,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,486,668,000 | 47 |
| Managed Assets ($) | $11,943,553,000 | 36 |
| Personal trust and agency accounts, managed assets | $1,970,537,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $89,598,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $117,713,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $205,620,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $8,752,444,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $807,641,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $90,674,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,543,115,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $119,249,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $947,675,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,245,716,000 | 35 |
| Other retirement accounts, non-managed assets | $76,997,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $153,478,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,300,918,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,611,765,000 | 48 |
| Managed Assets ($) | $12,096,274,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,960,625,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,506,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $114,840,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $199,757,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $8,934,343,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $801,203,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $89,856,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,515,491,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $116,589,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $952,610,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,222,624,000 | 38 |
| Other retirement accounts, non-managed assets | $74,010,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $149,658,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,231,339,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,361,403,000 | 50 |
| Managed Assets ($) | $11,964,315,000 | 34 |
| Personal trust and agency accounts, managed assets | $1,913,139,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,746,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $110,899,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $193,481,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $8,888,328,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $773,722,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $92,111,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,397,088,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $107,527,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $896,464,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,189,581,000 | 38 |
| Other retirement accounts, non-managed assets | $77,185,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $126,331,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,186,405,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,798,645,000 | 50 |
| Managed Assets ($) | $11,395,241,000 | 36 |
| Personal trust and agency accounts, managed assets | $1,921,826,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $83,264,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $110,068,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $191,545,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $8,315,962,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $772,576,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $109,993,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,403,404,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $113,154,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $925,395,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,163,805,000 | 39 |
| Other retirement accounts, non-managed assets | $74,433,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $126,617,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,025,364,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $170,249,000 | 13 |
| 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 | $14,067,877,000 | 51 |
| Managed Assets ($) | $11,027,996,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,873,003,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,866,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $101,079,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $186,149,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $8,012,490,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $750,409,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $110,136,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,039,881,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $98,567,000 | 95 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $916,974,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,185,021,000 | 36 |
| Other retirement accounts, non-managed assets | $67,750,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| 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 | $771,569,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,016,973,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $164,469,000 | 12 |
| 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 | $13,532,564,000 | 51 |
| Managed Assets ($) | $10,455,930,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,753,088,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $100,397,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $97,274,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $182,395,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $7,591,954,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $730,822,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $116,015,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,076,634,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $81,239,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $907,030,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,311,506,000 | 38 |
| Other retirement accounts, non-managed assets | $66,678,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $710,181,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,575,135,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $163,180,000 | 12 |
| 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 | $13,739,873,000 | 50 |
| Managed Assets ($) | $10,622,129,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,770,216,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $100,035,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $97,020,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $186,795,000 | 54 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $7,725,491,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $742,572,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $100,316,000 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,117,744,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $86,560,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $920,201,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,332,645,000 | 40 |
| Other retirement accounts, non-managed assets | $67,532,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $710,806,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,610,888,000 | 90 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $223,052,000 | 12 |
| 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 | $13,390,676,000 | 51 |
| Managed Assets ($) | $10,334,682,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,760,927,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,182,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $96,699,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $186,996,000 | 53 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $7,470,926,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $725,952,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $101,333,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,055,994,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $80,347,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $888,452,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,320,554,000 | 40 |
| Other retirement accounts, non-managed assets | $64,002,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| 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 | $702,639,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,586,045,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $232,618,000 | 11 |
| 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 | $12,998,671,000 | 53 |
| Managed Assets ($) | $9,941,422,000 | 41 |
| Personal trust and agency accounts, managed assets | $1,756,663,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,435,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $91,854,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $189,463,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $7,110,343,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $715,664,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $102,146,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,057,249,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $74,225,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $888,135,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,304,297,000 | 40 |
| Other retirement accounts, non-managed assets | $67,960,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| 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 | $722,632,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,561,179,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $227,711,000 | 11 |
| 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 | $12,836,405,000 | 51 |
| Managed Assets ($) | $9,897,620,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,747,611,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $75,030,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $109,460,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $191,446,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $7,072,136,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $701,937,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $101,304,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,938,785,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $70,201,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $880,011,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,241,270,000 | 37 |
| Other retirement accounts, non-managed assets | $60,854,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| 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 | $686,449,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,515,923,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $219,970,000 | 10 |
| 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 | $12,700,092,000 | 51 |
| Managed Assets ($) | $9,713,103,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,784,704,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,184,000 | 106 |
| Employee benefit-defined benefit accounts, managed assets | $109,081,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $194,371,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $6,585,362,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $968,401,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $106,010,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,986,989,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $110,986,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $868,174,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,244,721,000 | 38 |
| Other retirement accounts, non-managed assets | $61,709,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| 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 | $701,399,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,429,483,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $216,430,000 | 11 |
| 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 | $12,578,569,000 | 54 |
| Managed Assets ($) | $9,564,039,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,843,518,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $71,370,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $110,923,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $197,728,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $6,442,875,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $897,625,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $136,965,000 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,014,530,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $114,196,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $881,575,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,250,238,000 | 38 |
| Other retirement accounts, non-managed assets | $63,961,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| 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 | $704,560,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,455,627,000 | 94 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $249,251,000 | 10 |
| 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 | $11,924,571,000 | 54 |
| Managed Assets ($) | $9,427,067,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,778,538,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $66,500,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $146,607,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $184,656,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $6,374,861,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $875,905,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $135,976,000 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,497,504,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $110,725,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $871,917,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,139,863,000 | 38 |
| Other retirement accounts, non-managed assets | $63,681,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| 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 | $311,318,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,380,417,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $233,382,000 | 11 |
| 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 | $11,775,199,000 | 58 |
| Managed Assets ($) | $9,348,552,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,779,172,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $65,438,000 | 111 |
| Employee benefit-defined benefit accounts, managed assets | $151,133,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $196,872,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $6,284,493,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $871,444,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $31,398,000 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,426,647,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $110,080,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $877,610,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,095,640,000 | 38 |
| Other retirement accounts, non-managed assets | $52,345,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $290,972,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,421,644,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $332,844,000 | 12 |
| 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 | $12,100,431,000 | 57 |
| Managed Assets ($) | $9,671,406,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,804,263,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $69,970,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $195,098,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $194,667,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $6,463,135,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $944,273,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $33,127,000 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,429,025,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $110,802,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $876,284,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,096,906,000 | 39 |
| Other retirement accounts, non-managed assets | $53,516,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $291,517,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,471,756,000 | 99 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $334,536,000 | 10 |
| 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 | $13,176,965,000 | 53 |
| Managed Assets ($) | $9,473,866,000 | 40 |
| Personal trust and agency accounts, managed assets | $1,796,869,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $70,980,000 | 112 |
| Employee benefit-defined benefit accounts, managed assets | $194,130,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $195,635,000 | 53 |
| Corporate trust and agency accounts, managed assets | $1,118,000 | 176 |
| Investment management and investment advisory agency accounts, managed assets | $6,278,129,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $937,005,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $35,486,000 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,703,099,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $92,403,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $900,805,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,072,914,000 | 41 |
| Other retirement accounts, non-managed assets | $51,730,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $1,334,235,000 | 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 | $251,012,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,540,208,000 | 101 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $325,085,000 | 10 |
| 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 | $12,769,835,000 | 54 |
| Managed Assets ($) | $9,297,948,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,743,402,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,293,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $172,428,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $187,553,000 | 52 |
| Corporate trust and agency accounts, managed assets | $568,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $6,230,782,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $885,922,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $33,358,000 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,471,887,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $89,282,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $862,028,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $981,026,000 | 40 |
| Other retirement accounts, non-managed assets | $47,245,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $1,300,297,000 | 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 | $192,009,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,457,346,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $299,912,000 | 10 |
| 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 | $12,759,622,000 | 53 |
| Managed Assets ($) | $9,224,589,000 | 39 |
| Personal trust and agency accounts, managed assets | $1,880,373,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $76,503,000 | 107 |
| Employee benefit-defined benefit accounts, managed assets | $161,990,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $181,572,000 | 53 |
| Corporate trust and agency accounts, managed assets | $1,522,000 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $6,164,634,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $757,995,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $33,868,000 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,535,033,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $87,908,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $845,844,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $945,750,000 | 41 |
| Other retirement accounts, non-managed assets | $54,217,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $1,409,970,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $191,344,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,471,165,000 | 103 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $292,450,000 | 10 |
| 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 | $12,151,439,000 | 54 |
| Managed Assets ($) | $8,828,533,000 | 37 |
| Personal trust and agency accounts, managed assets | $1,821,713,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,382,000 | 109 |
| Employee benefit-defined benefit accounts, managed assets | $145,209,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $168,703,000 | 55 |
| Corporate trust and agency accounts, managed assets | $781,000 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $5,903,072,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $716,673,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $32,754,000 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,322,906,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $77,623,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $766,904,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $874,723,000 | 43 |
| Other retirement accounts, non-managed assets | $45,086,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $1,389,166,000 | 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 | $169,404,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,325,386,000 | 107 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $260,851,000 | 12 |
| 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 | $12,368,898,000 | 54 |
| Managed Assets ($) | $9,020,535,000 | 38 |
| Personal trust and agency accounts, managed assets | $1,840,745,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,722,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $167,964,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $168,333,000 | 57 |
| Corporate trust and agency accounts, managed assets | $226,000 | 270 |
| Investment management and investment advisory agency accounts, managed assets | $6,059,616,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $710,929,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $32,795,000 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,348,363,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $71,917,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $775,412,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $877,258,000 | 44 |
| Other retirement accounts, non-managed assets | $45,824,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $1,409,661,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $168,291,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,326,415,000 | 111 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $265,230,000 | 12 |
| 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 | $13,398,293,000 | 53 |
| Managed Assets ($) | $9,798,213,000 | 38 |
| Personal trust and agency accounts, managed assets | $2,087,172,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,789,000 | 136 |
| Employee benefit-defined benefit accounts, managed assets | $175,555,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $192,101,000 | 48 |
| Corporate trust and agency accounts, managed assets | $3,846,000 | 137 |
| Investment management and investment advisory agency accounts, managed assets | $6,554,030,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $724,720,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $127,213,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,600,080,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $134,912,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $934,952,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,082,105,000 | 39 |
| Other retirement accounts, non-managed assets | $44,676,000 | 103 |
| Corporate trust and agency accounts, non-managed assets | $1,230,734,000 | 54 |
| 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 | $172,701,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,639,149,000 | 92 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $325,165,000 | 11 |
| 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 |