| 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 | $148,235,486,000 | 16 |
| Managed Assets ($) | $41,417,268,000 | 20 |
| Personal trust and agency accounts, managed assets | $8,312,483,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $130,519,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $106,232,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $4,134,738,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $27,435,508,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $1,297,061,000 | 29 |
| Other fiduciary accounts, managed assets | $727,000 | 78 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,036,872,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $106,818,218,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $70,219,029,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,045,314,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,227,006,000 | 7 |
| Other retirement accounts, non-managed assets | $324,152,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,717,000 | 120 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $38,202,138,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $55,596,000 | 68 |
| 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 | $147,647,356,000 | 16 |
| Managed Assets ($) | $40,562,892,000 | 20 |
| Personal trust and agency accounts, managed assets | $9,533,977,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $78,469,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $108,018,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $4,294,950,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $25,154,672,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $1,392,266,000 | 28 |
| Other fiduciary accounts, managed assets | $540,000 | 88 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,182,886,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,084,464,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $69,865,913,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,215,597,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,627,968,000 | 7 |
| Other retirement accounts, non-managed assets | $338,643,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $2,318,000 | 180 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,025,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,718,309,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $57,203,000 | 75 |
| 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 | $146,322,574,000 | 17 |
| Managed Assets ($) | $39,188,625,000 | 21 |
| Personal trust and agency accounts, managed assets | $9,315,032,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $76,991,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $109,360,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $4,176,729,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $24,127,615,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $1,382,364,000 | 27 |
| Other fiduciary accounts, managed assets | $534,000 | 78 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,064,937,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $107,133,949,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $70,175,841,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,112,999,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,477,614,000 | 7 |
| Other retirement accounts, non-managed assets | $330,566,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $65,000 | 195 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,864,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $40,071,005,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $56,118,000 | 69 |
| 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 | $140,955,070,000 | 18 |
| Managed Assets ($) | $33,024,920,000 | 24 |
| Personal trust and agency accounts, managed assets | $7,011,343,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $40,848,000 | 116 |
| Employee benefit-defined benefit accounts, managed assets | $102,900,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $3,807,823,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $20,897,338,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,164,162,000 | 30 |
| Other fiduciary accounts, managed assets | $506,000 | 134 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,712,441,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $107,930,150,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $70,570,034,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,002,981,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,025,499,000 | 7 |
| Other retirement accounts, non-managed assets | $310,729,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,907,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $36,363,258,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $46,813,000 | 93 |
| 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 | $149,489,982,000 | 16 |
| Managed Assets ($) | $30,958,032,000 | 23 |
| Personal trust and agency accounts, managed assets | $6,697,079,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,655,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $100,164,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $3,681,063,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $19,314,341,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,122,231,000 | 30 |
| Other fiduciary accounts, managed assets | $499,000 | 80 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,585,858,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $118,531,950,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $81,850,391,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,861,002,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,498,035,000 | 7 |
| Other retirement accounts, non-managed assets | $302,737,000 | 35 |
| 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 | $19,785,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $35,896,156,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $51,394,000 | 78 |
| 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 | $153,491,097,000 | 13 |
| Managed Assets ($) | $32,184,101,000 | 20 |
| Personal trust and agency accounts, managed assets | $7,079,607,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $42,768,000 | 105 |
| Employee benefit-defined benefit accounts, managed assets | $106,772,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $3,912,990,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $19,821,092,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,212,364,000 | 23 |
| Other fiduciary accounts, managed assets | $8,508,000 | 45 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,815,944,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $121,306,996,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $81,934,646,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,048,325,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,979,495,000 | 6 |
| Other retirement accounts, non-managed assets | $323,919,000 | 32 |
| 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 | $20,611,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $38,532,651,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $53,041,000 | 75 |
| 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 | $160,623,650,000 | 14 |
| Managed Assets ($) | $36,176,260,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,034,835,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $81,479,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $119,457,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $4,543,650,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $21,978,708,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,408,643,000 | 23 |
| Other fiduciary accounts, managed assets | $9,488,000 | 38 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,443,837,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $124,447,390,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $82,130,924,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,515,592,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,408,581,000 | 6 |
| Other retirement accounts, non-managed assets | $366,672,000 | 32 |
| 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 | $25,621,000 | 50 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,767,066,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $60,437,000 | 67 |
| 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 | $165,584,085,000 | 13 |
| Managed Assets ($) | $38,871,577,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,618,660,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $104,342,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $128,132,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $5,016,238,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $23,522,351,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $1,462,637,000 | 22 |
| Other fiduciary accounts, managed assets | $19,217,000 | 43 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,914,302,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $201,267,000 | 27 |
| Non-managed Assets ($) | $126,712,508,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $81,652,171,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,735,221,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,497,199,000 | 7 |
| Other retirement accounts, non-managed assets | $393,381,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,306,000 | 42 |
| Other fiduciary accounts, non-managed assets | $391,230,000 | 23 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $43,910,541,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $64,622,000 | 76 |
| 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 | $154,986,059,000 | 14 |
| Managed Assets ($) | $36,343,258,000 | 19 |
| Personal trust and agency accounts, managed assets | $8,260,094,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $106,863,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $86,872,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $4,825,361,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $21,825,748,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $1,219,511,000 | 22 |
| Other fiduciary accounts, managed assets | $18,809,000 | 31 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,727,788,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $118,642,801,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $73,772,410,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,993,254,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,704,404,000 | 7 |
| Other retirement accounts, non-managed assets | $390,020,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $70,706,000 | 31 |
| Other fiduciary accounts, non-managed assets | $712,007,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $52,206,951,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $63,208,000 | 62 |
| 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 | $172,124,734,000 | 13 |
| Managed Assets ($) | $36,402,206,000 | 20 |
| Personal trust and agency accounts, managed assets | $8,318,581,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $117,650,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $90,002,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $4,843,994,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $21,788,932,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,224,248,000 | 23 |
| Other fiduciary accounts, managed assets | $18,799,000 | 34 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,746,780,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $135,722,528,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $73,340,424,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $24,043,270,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,690,707,000 | 7 |
| Other retirement accounts, non-managed assets | $509,912,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $100,709,000 | 28 |
| Other fiduciary accounts, non-managed assets | $1,037,506,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $56,601,276,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $144,952,000 | 45 |
| 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 | $175,136,783,000 | 13 |
| Managed Assets ($) | $34,676,851,000 | 20 |
| Personal trust and agency accounts, managed assets | $8,083,443,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $79,213,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $94,001,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $4,582,702,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $20,650,092,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,169,862,000 | 24 |
| Other fiduciary accounts, managed assets | $17,538,000 | 32 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,485,287,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $140,459,932,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $73,337,156,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,135,423,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,394,272,000 | 7 |
| Other retirement accounts, non-managed assets | $489,548,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $97,712,000 | 27 |
| Other fiduciary accounts, non-managed assets | $1,005,821,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $53,348,124,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $140,825,000 | 43 |
| 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 | $174,699,895,000 | 13 |
| Managed Assets ($) | $33,593,004,000 | 20 |
| Personal trust and agency accounts, managed assets | $7,799,938,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $80,238,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $79,504,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $4,480,308,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $19,996,826,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,138,268,000 | 25 |
| Other fiduciary accounts, managed assets | $17,922,000 | 43 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,382,152,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $272,304,000 | 28 |
| Non-managed Assets ($) | $141,106,891,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $73,837,180,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $31,322,611,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,011,801,000 | 8 |
| Other retirement accounts, non-managed assets | $498,102,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $169,425,000 | 26 |
| Other fiduciary accounts, non-managed assets | $1,267,772,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $51,552,745,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $132,773,000 | 48 |
| 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 | $155,153,596,000 | 13 |
| Managed Assets ($) | $30,845,022,000 | 20 |
| Personal trust and agency accounts, managed assets | $7,188,045,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $80,550,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $73,858,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $3,999,781,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $18,433,098,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,052,605,000 | 25 |
| Other fiduciary accounts, managed assets | $17,085,000 | 33 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,989,275,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $124,308,574,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $63,091,598,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $28,980,513,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,482,859,000 | 8 |
| Other retirement accounts, non-managed assets | $536,058,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $159,402,000 | 25 |
| Other fiduciary accounts, non-managed assets | $1,058,144,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $59,000,686,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $120,988,000 | 43 |
| 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 | $151,508,821,000 | 12 |
| Managed Assets ($) | $29,843,500,000 | 20 |
| Personal trust and agency accounts, managed assets | $6,917,781,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $77,508,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $69,738,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $3,779,677,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $17,955,526,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,026,558,000 | 25 |
| Other fiduciary accounts, managed assets | $16,712,000 | 37 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,769,572,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $121,665,321,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $63,480,716,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $27,724,549,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,440,798,000 | 8 |
| Other retirement accounts, non-managed assets | $519,057,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $149,014,000 | 26 |
| Other fiduciary accounts, non-managed assets | $1,351,187,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $57,075,800,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $116,827,000 | 45 |
| 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 | $141,383,752,000 | 12 |
| Managed Assets ($) | $26,639,386,000 | 21 |
| Personal trust and agency accounts, managed assets | $6,216,799,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $70,510,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $59,488,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $3,297,568,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $16,062,050,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $917,252,000 | 25 |
| Other fiduciary accounts, managed assets | $15,719,000 | 36 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,288,841,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $114,744,366,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $63,217,152,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $24,173,728,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,599,359,000 | 8 |
| Other retirement accounts, non-managed assets | $465,806,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $137,256,000 | 27 |
| Other fiduciary accounts, non-managed assets | $1,151,065,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $54,457,492,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $104,624,000 | 49 |
| 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 | $153,653,416,000 | 12 |
| Managed Assets ($) | $30,602,135,000 | 22 |
| Personal trust and agency accounts, managed assets | $7,326,137,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $78,412,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $62,589,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $3,842,421,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $18,165,307,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,110,071,000 | 25 |
| Other fiduciary accounts, managed assets | $17,198,000 | 46 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,831,818,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $186,884,000 | 32 |
| Non-managed Assets ($) | $123,051,281,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $63,619,195,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $28,527,301,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,563,001,000 | 8 |
| Other retirement accounts, non-managed assets | $541,829,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $153,356,000 | 28 |
| Other fiduciary accounts, non-managed assets | $1,646,599,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $56,930,641,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $144,972,000 | 46 |
| 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 | $145,004,327,000 | 13 |
| Managed Assets ($) | $29,342,266,000 | 23 |
| Personal trust and agency accounts, managed assets | $7,035,013,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $77,135,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $70,104,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $3,662,606,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $17,399,752,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,080,924,000 | 25 |
| Other fiduciary accounts, managed assets | $16,732,000 | 39 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,652,383,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $115,662,061,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $58,188,768,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $27,759,564,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,404,096,000 | 8 |
| Other retirement accounts, non-managed assets | $529,302,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $149,317,000 | 28 |
| Other fiduciary accounts, non-managed assets | $1,631,014,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $54,814,727,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $139,360,000 | 43 |
| 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 | $144,867,483,000 | 12 |
| Managed Assets ($) | $29,170,349,000 | 21 |
| Personal trust and agency accounts, managed assets | $7,077,140,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $78,612,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $68,701,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $3,648,107,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $17,158,468,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,122,564,000 | 24 |
| Other fiduciary accounts, managed assets | $16,757,000 | 42 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,637,771,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $115,697,134,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $57,860,655,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $28,020,363,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,314,856,000 | 8 |
| Other retirement accounts, non-managed assets | $470,369,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $148,422,000 | 26 |
| Other fiduciary accounts, non-managed assets | $1,882,469,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $53,812,517,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $142,672,000 | 43 |
| 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 | $143,976,600,000 | 12 |
| Managed Assets ($) | $28,739,749,000 | 21 |
| Personal trust and agency accounts, managed assets | $7,030,557,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $78,207,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $64,777,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $3,584,939,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $16,890,327,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $1,075,333,000 | 24 |
| Other fiduciary accounts, managed assets | $15,609,000 | 43 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,574,847,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $115,236,851,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $57,719,609,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $28,219,204,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,733,507,000 | 8 |
| Other retirement accounts, non-managed assets | $458,617,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $173,744,000 | 23 |
| Other fiduciary accounts, non-managed assets | $1,932,170,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $53,616,987,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $141,763,000 | 40 |
| 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 | $138,594,410,000 | 12 |
| Managed Assets ($) | $27,017,861,000 | 20 |
| Personal trust and agency accounts, managed assets | $6,648,154,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $79,490,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $63,484,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $3,319,486,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $15,831,959,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $1,060,156,000 | 23 |
| Other fiduciary accounts, managed assets | $15,132,000 | 50 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,309,877,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $193,797,000 | 29 |
| Non-managed Assets ($) | $111,576,549,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $58,065,118,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $26,141,152,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,061,036,000 | 8 |
| Other retirement accounts, non-managed assets | $429,437,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $103,466,000 | 31 |
| Other fiduciary accounts, non-managed assets | $1,776,340,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $52,028,997,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $132,339,000 | 40 |
| 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 | $153,175,013,000 | 12 |
| Managed Assets ($) | $29,717,505,000 | 21 |
| Personal trust and agency accounts, managed assets | $7,447,426,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $94,091,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $107,445,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $3,682,076,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $17,146,366,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $1,221,291,000 | 22 |
| Other fiduciary accounts, managed assets | $18,810,000 | 41 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,671,264,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $123,457,508,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $62,801,068,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,538,197,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,797,405,000 | 8 |
| Other retirement accounts, non-managed assets | $488,875,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $410,114,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $106,539,000 | 30 |
| Other fiduciary accounts, non-managed assets | $2,315,310,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $53,430,871,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $168,178,000 | 36 |
| 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 | $150,588,136,000 | 12 |
| Managed Assets ($) | $28,796,892,000 | 20 |
| Personal trust and agency accounts, managed assets | $7,207,856,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $109,565,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $107,973,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $3,572,453,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $16,575,438,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $1,205,023,000 | 22 |
| Other fiduciary accounts, managed assets | $18,584,000 | 40 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,561,686,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $121,791,244,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $62,075,828,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,203,403,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,284,007,000 | 8 |
| Other retirement accounts, non-managed assets | $481,639,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $411,166,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $107,894,000 | 30 |
| Other fiduciary accounts, non-managed assets | $2,227,307,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $52,799,001,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $167,502,000 | 35 |
| 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 | $148,471,084,000 | 12 |
| Managed Assets ($) | $28,926,130,000 | 20 |
| Personal trust and agency accounts, managed assets | $7,297,842,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $110,262,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $117,323,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $3,555,461,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $16,580,810,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $1,245,124,000 | 21 |
| Other fiduciary accounts, managed assets | $19,308,000 | 40 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,544,776,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $119,544,954,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $62,092,545,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $29,467,202,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,019,885,000 | 8 |
| Other retirement accounts, non-managed assets | $500,473,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $294,837,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $76,952,000 | 35 |
| Other fiduciary accounts, non-managed assets | $1,093,060,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $59,641,094,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $186,596,000 | 34 |
| 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 | $150,716,362,000 | 12 |
| Managed Assets ($) | $36,090,814,000 | 16 |
| Personal trust and agency accounts, managed assets | $13,986,484,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $150,584,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $190,409,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $3,592,098,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $16,846,186,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $1,302,941,000 | 19 |
| Other fiduciary accounts, managed assets | $22,112,000 | 42 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,580,926,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $298,321,000 | 29 |
| Non-managed Assets ($) | $114,625,548,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $57,573,414,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $29,646,942,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,601,030,000 | 8 |
| Other retirement accounts, non-managed assets | $518,010,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $141,000 | 180 |
| Investment management and advisory agency accounts, non-managed assets | $200,120,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,743,000 | 36 |
| Other fiduciary accounts, non-managed assets | $1,023,148,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $56,579,801,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $201,049,000 | 34 |
| 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 | $138,026,364,000 | 13 |
| Managed Assets ($) | $32,784,851,000 | 16 |
| Personal trust and agency accounts, managed assets | $11,308,870,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $158,783,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $226,122,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $3,474,474,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $16,404,170,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $1,184,513,000 | 22 |
| Other fiduciary accounts, managed assets | $27,919,000 | 35 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,474,474,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $105,241,513,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $46,285,972,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $31,614,770,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,880,847,000 | 8 |
| Other retirement accounts, non-managed assets | $126,655,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $137,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $105,035,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,695,000 | 44 |
| Other fiduciary accounts, non-managed assets | $1,189,402,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $143,807,519,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $197,371,000 | 33 |
| 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 | $134,799,785,000 | 13 |
| Managed Assets ($) | $32,245,711,000 | 16 |
| Personal trust and agency accounts, managed assets | $11,264,939,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $156,774,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $224,004,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $3,392,659,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $15,996,267,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $1,183,320,000 | 23 |
| Other fiduciary accounts, managed assets | $27,748,000 | 36 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,392,559,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,554,074,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $45,781,051,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,629,114,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,714,829,000 | 8 |
| Other retirement accounts, non-managed assets | $144,970,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $218,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $95,248,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $91,479,000 | 34 |
| Other fiduciary accounts, non-managed assets | $1,097,165,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $139,678,941,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $214,360,000 | 33 |
| 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 | $133,294,570,000 | 13 |
| Managed Assets ($) | $32,092,951,000 | 16 |
| Personal trust and agency accounts, managed assets | $11,210,893,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $162,833,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $231,081,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $3,293,028,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $15,974,846,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $1,193,060,000 | 23 |
| Other fiduciary accounts, managed assets | $27,210,000 | 35 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,293,028,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,201,619,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $45,818,269,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,088,761,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,901,231,000 | 8 |
| Other retirement accounts, non-managed assets | $143,724,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $241,000 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $15,722,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,554,000 | 35 |
| Other fiduciary accounts, non-managed assets | $1,171,117,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $137,561,258,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $216,525,000 | 31 |
| 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 | $132,052,044,000 | 13 |
| Managed Assets ($) | $31,570,374,000 | 16 |
| Personal trust and agency accounts, managed assets | $10,954,147,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $308,779,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $276,349,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $3,184,122,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $15,599,528,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $1,182,496,000 | 22 |
| Other fiduciary accounts, managed assets | $64,953,000 | 31 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,184,122,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $443,819,000 | 26 |
| Non-managed Assets ($) | $100,481,670,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $45,380,048,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,450,074,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,293,027,000 | 8 |
| Other retirement accounts, non-managed assets | $141,417,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $241,000 | 177 |
| Investment management and advisory agency accounts, non-managed assets | $20,177,000 | 87 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,650,000 | 33 |
| Other fiduciary accounts, non-managed assets | $1,129,036,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $134,551,270,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $213,173,000 | 34 |
| 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 | $132,723,703,000 | 13 |
| Managed Assets ($) | $31,647,212,000 | 16 |
| Personal trust and agency accounts, managed assets | $10,914,415,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $330,705,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $313,387,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $3,181,138,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $15,646,170,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $1,183,117,000 | 21 |
| Other fiduciary accounts, managed assets | $78,280,000 | 23 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,181,138,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $101,076,491,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $45,448,915,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,586,376,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,482,732,000 | 8 |
| Other retirement accounts, non-managed assets | $143,153,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $236,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $759,000 | 173 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,126,000 | 33 |
| Other fiduciary accounts, non-managed assets | $1,347,194,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $135,640,332,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $213,215,000 | 31 |
| 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 | $131,061,229,000 | 13 |
| Managed Assets ($) | $31,465,807,000 | 16 |
| Personal trust and agency accounts, managed assets | $11,021,081,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $326,444,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $312,688,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $3,129,434,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $15,425,818,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $1,173,832,000 | 20 |
| Other fiduciary accounts, managed assets | $76,510,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,129,434,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $99,595,422,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $45,330,690,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,234,796,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,397,154,000 | 8 |
| Other retirement accounts, non-managed assets | $143,868,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $236,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $734,000 | 178 |
| Foundation and endowment trust and agency accounts, non-managed assets | $69,474,000 | 32 |
| Other fiduciary accounts, non-managed assets | $1,418,470,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $128,706,037,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $210,874,000 | 30 |
| 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 | $130,428,426,000 | 13 |
| Managed Assets ($) | $31,556,469,000 | 15 |
| Personal trust and agency accounts, managed assets | $10,998,507,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $341,211,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $303,835,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $3,134,501,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $15,702,941,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | $997,482,000 | 23 |
| Other fiduciary accounts, managed assets | $77,992,000 | 23 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,134,501,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $98,871,957,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $45,325,215,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,065,102,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,935,942,000 | 8 |
| Other retirement accounts, non-managed assets | $144,885,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $257,000 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $718,000 | 178 |
| Foundation and endowment trust and agency accounts, non-managed assets | $65,957,000 | 33 |
| Other fiduciary accounts, non-managed assets | $1,333,881,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $128,336,138,000 | 15 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $211,243,000 | 32 |
| 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 | $130,340,405,000 | 13 |
| Managed Assets ($) | $32,386,821,000 | 15 |
| Personal trust and agency accounts, managed assets | $11,379,703,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $391,215,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $314,433,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $3,135,891,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $15,943,183,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $1,144,415,000 | 21 |
| Other fiduciary accounts, managed assets | $77,981,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,135,891,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $590,157,000 | 24 |
| Non-managed Assets ($) | $97,953,584,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $45,129,401,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $29,502,837,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,999,649,000 | 8 |
| Other retirement accounts, non-managed assets | $147,843,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $189,000 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $3,373,000 | 206 |
| Foundation and endowment trust and agency accounts, non-managed assets | $65,737,000 | 31 |
| Other fiduciary accounts, non-managed assets | $1,104,555,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $133,953,601,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $215,809,000 | 35 |
| 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 | $133,028,736,000 | 13 |
| Managed Assets ($) | $32,313,164,000 | 14 |
| Personal trust and agency accounts, managed assets | $11,276,562,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $387,364,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $327,420,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $3,120,205,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $15,930,552,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $1,192,717,000 | 19 |
| Other fiduciary accounts, managed assets | $78,344,000 | 26 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,120,205,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,715,572,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $47,529,510,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $29,103,253,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,731,070,000 | 8 |
| Other retirement accounts, non-managed assets | $147,091,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $184,000 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $983,753,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,991,000 | 32 |
| Other fiduciary accounts, non-managed assets | $1,157,720,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $132,726,750,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $218,048,000 | 35 |
| 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 | $137,983,267,000 | 13 |
| Managed Assets ($) | $35,236,838,000 | 14 |
| Personal trust and agency accounts, managed assets | $12,002,750,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $446,263,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $350,376,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $3,406,382,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $17,648,634,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $1,280,013,000 | 18 |
| Other fiduciary accounts, managed assets | $102,420,000 | 28 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,406,382,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $102,746,429,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $47,701,603,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $31,183,946,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,751,896,000 | 8 |
| Other retirement accounts, non-managed assets | $161,496,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $184,000 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $960,082,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,295,000 | 35 |
| Other fiduciary accounts, non-managed assets | $919,927,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $135,976,680,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $237,626,000 | 34 |
| 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 | $136,950,160,000 | 13 |
| Managed Assets ($) | $36,331,087,000 | 13 |
| Personal trust and agency accounts, managed assets | $12,120,434,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $446,081,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $351,233,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $3,509,798,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $18,448,886,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $1,354,380,000 | 18 |
| Other fiduciary accounts, managed assets | $100,275,000 | 27 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,509,798,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $100,619,073,000 | 12 |
| Personal trust and agency accounts, non-managed assets | $47,009,501,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $31,709,138,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,713,682,000 | 8 |
| Other retirement accounts, non-managed assets | $164,562,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $442,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $13,506,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,248,000 | 36 |
| Other fiduciary accounts, non-managed assets | $941,994,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $134,928,203,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $239,461,000 | 34 |
| 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 | $136,581,633,000 | 13 |
| Managed Assets ($) | $36,533,347,000 | 12 |
| Personal trust and agency accounts, managed assets | $12,165,574,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $523,961,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $365,677,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $3,444,091,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $18,555,988,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $1,362,493,000 | 18 |
| Other fiduciary accounts, managed assets | $115,563,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,444,091,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $607,865,000 | 24 |
| Non-managed Assets ($) | $100,048,286,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $47,056,680,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $31,324,206,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,497,421,000 | 8 |
| Other retirement accounts, non-managed assets | $168,843,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $443,000 | 165 |
| Investment management and advisory agency accounts, non-managed assets | $13,164,000 | 107 |
| Foundation and endowment trust and agency accounts, non-managed assets | $64,984,000 | 37 |
| Other fiduciary accounts, non-managed assets | $922,545,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $134,597,145,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $243,416,000 | 36 |
| 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 | $130,726,759,000 | 14 |
| Managed Assets ($) | $36,380,159,000 | 12 |
| Personal trust and agency accounts, managed assets | $12,047,872,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $629,804,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $399,319,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $3,423,902,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $18,214,742,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $1,358,760,000 | 18 |
| Other fiduciary accounts, managed assets | $305,760,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,423,902,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $94,346,600,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $42,410,970,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,495,441,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,271,037,000 | 8 |
| Other retirement accounts, non-managed assets | $167,566,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $438,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $11,818,000 | 92 |
| Foundation and endowment trust and agency accounts, non-managed assets | $71,240,000 | 36 |
| Other fiduciary accounts, non-managed assets | $918,090,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $130,061,586,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $243,198,000 | 34 |
| 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 | $132,545,826,000 | 13 |
| Managed Assets ($) | $37,343,038,000 | 12 |
| Personal trust and agency accounts, managed assets | $12,273,891,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $652,808,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $408,066,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $3,424,280,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $18,841,058,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $1,386,716,000 | 18 |
| Other fiduciary accounts, managed assets | $356,219,000 | 13 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,424,280,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $95,202,788,000 | 13 |
| Personal trust and agency accounts, non-managed assets | $42,514,874,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $31,081,542,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,361,278,000 | 8 |
| Other retirement accounts, non-managed assets | $168,563,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $438,000 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $12,309,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $74,172,000 | 35 |
| Other fiduciary accounts, non-managed assets | $989,612,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $131,967,149,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $245,533,000 | 34 |
| 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 | $133,271,284,000 | 14 |
| Managed Assets ($) | $38,498,826,000 | 14 |
| Personal trust and agency accounts, managed assets | $12,145,937,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,202,707,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $452,264,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $3,284,101,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $18,653,741,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $1,405,405,000 | 18 |
| Other fiduciary accounts, managed assets | $354,671,000 | 13 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,283,280,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $94,772,458,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $42,416,957,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $30,223,545,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,017,857,000 | 8 |
| Other retirement accounts, non-managed assets | $163,317,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $459,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $16,149,000 | 83 |
| Foundation and endowment trust and agency accounts, non-managed assets | $68,980,000 | 35 |
| Other fiduciary accounts, non-managed assets | $865,194,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $127,428,027,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $242,313,000 | 34 |
| 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 | $131,658,869,000 | 14 |
| Managed Assets ($) | $38,688,010,000 | 14 |
| Personal trust and agency accounts, managed assets | $12,210,396,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,404,731,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $495,030,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $3,231,304,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $18,356,732,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $1,476,312,000 | 17 |
| Other fiduciary accounts, managed assets | $513,505,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,228,678,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,541,068,000 | 15 |
| Non-managed Assets ($) | $92,970,859,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $42,413,488,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $29,981,087,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,558,420,000 | 8 |
| Other retirement accounts, non-managed assets | $163,452,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $459,000 | 169 |
| Investment management and advisory agency accounts, non-managed assets | $16,126,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,917,000 | 36 |
| Other fiduciary accounts, non-managed assets | $769,910,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $123,488,430,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $246,759,000 | 37 |
| 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 | $122,762,364,000 | 15 |
| Managed Assets ($) | $38,118,725,000 | 14 |
| Personal trust and agency accounts, managed assets | $11,885,060,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,470,873,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $479,373,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $3,095,126,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $18,123,199,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $1,528,669,000 | 15 |
| Other fiduciary accounts, managed assets | $536,425,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,092,560,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $84,643,639,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $36,591,762,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $27,857,531,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,188,851,000 | 8 |
| Other retirement accounts, non-managed assets | $155,151,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $556,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $15,786,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $66,366,000 | 33 |
| Other fiduciary accounts, non-managed assets | $767,636,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $117,956,852,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $238,872,000 | 36 |
| 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 | $119,876,891,000 | 15 |
| Managed Assets ($) | $37,481,427,000 | 15 |
| Personal trust and agency accounts, managed assets | $11,709,541,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,362,105,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $497,969,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $3,007,658,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $17,956,063,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $1,400,613,000 | 15 |
| Other fiduciary accounts, managed assets | $547,478,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,005,125,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $82,395,464,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $36,592,124,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $26,473,257,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,482,512,000 | 8 |
| Other retirement accounts, non-managed assets | $145,503,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $556,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $15,224,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,573,000 | 34 |
| Other fiduciary accounts, non-managed assets | $626,715,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $115,435,907,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $231,991,000 | 38 |
| 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 | $122,235,502,000 | 15 |
| Managed Assets ($) | $38,400,069,000 | 15 |
| Personal trust and agency accounts, managed assets | $12,068,190,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,359,077,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $500,186,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $3,029,472,000 | 15 |
| Corporate trust and agency accounts, managed assets | $63,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $18,431,108,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $1,436,513,000 | 15 |
| Other fiduciary accounts, managed assets | $575,460,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,026,931,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $83,835,433,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $36,598,116,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $26,464,252,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,449,509,000 | 9 |
| Other retirement accounts, non-managed assets | $144,008,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $578,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $1,565,108,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,130,000 | 34 |
| Other fiduciary accounts, non-managed assets | $554,732,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $115,875,813,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $237,110,000 | 37 |
| 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 | $118,889,353,000 | 15 |
| Managed Assets ($) | $38,918,597,000 | 15 |
| Personal trust and agency accounts, managed assets | $11,842,954,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,356,449,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $486,325,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $2,918,092,000 | 15 |
| Corporate trust and agency accounts, managed assets | $63,000 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $19,483,408,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $1,409,329,000 | 14 |
| Other fiduciary accounts, managed assets | $421,977,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,915,502,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,988,546,000 | 11 |
| Non-managed Assets ($) | $79,970,756,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $36,584,015,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $25,415,391,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,893,851,000 | 9 |
| Other retirement accounts, non-managed assets | $141,715,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $580,000 | 175 |
| Investment management and advisory agency accounts, non-managed assets | $14,772,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $33,821,000 | 40 |
| Other fiduciary accounts, non-managed assets | $886,611,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $111,469,581,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $246,314,000 | 37 |
| 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 | $115,998,124,000 | 15 |
| Managed Assets ($) | $39,983,181,000 | 15 |
| Personal trust and agency accounts, managed assets | $12,138,187,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,275,240,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $523,105,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $2,981,655,000 | 14 |
| Corporate trust and agency accounts, managed assets | $62,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $20,186,551,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $1,433,306,000 | 15 |
| Other fiduciary accounts, managed assets | $445,075,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,979,270,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $76,014,943,000 | 14 |
| Personal trust and agency accounts, non-managed assets | $33,136,540,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $25,031,009,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,627,382,000 | 10 |
| Other retirement accounts, non-managed assets | $141,089,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $574,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | $35,552,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,490,000 | 38 |
| Other fiduciary accounts, non-managed assets | $1,010,307,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $109,959,995,000 | 16 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $257,990,000 | 34 |
| 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 | $52,948,323,000 | 21 |
| Managed Assets ($) | $20,077,908,000 | 22 |
| Personal trust and agency accounts, managed assets | $8,210,117,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $15,583,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $11,693,000 | 138 |
| Other employee benefit and retirement-related accounts, managed assets | $1,868,541,000 | 15 |
| Corporate trust and agency accounts, managed assets | $62,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $9,585,529,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $386,383,000 | 33 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,863,620,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,870,415,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $32,763,609,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,264,000 | 252 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,514,000 | 72 |
| Other retirement accounts, non-managed assets | $6,048,000 | 200 |
| Corporate trust and agency accounts, non-managed assets | $343,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $33,625,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $12,000 | 88 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,138,748,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $56,057,000 | 69 |
| 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 | $53,471,267,000 | 19 |
| Managed Assets ($) | $20,590,848,000 | 21 |
| Personal trust and agency accounts, managed assets | $8,500,388,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $16,072,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $11,749,000 | 139 |
| Other employee benefit and retirement-related accounts, managed assets | $1,886,266,000 | 14 |
| Corporate trust and agency accounts, managed assets | $62,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $9,792,310,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $383,651,000 | 36 |
| Other fiduciary accounts, managed assets | $350,000 | 93 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,881,308,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,880,419,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $32,769,686,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,416,000 | 252 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,631,000 | 72 |
| Other retirement accounts, non-managed assets | $7,329,000 | 188 |
| Corporate trust and agency accounts, non-managed assets | $344,000 | 109 |
| Investment management and advisory agency accounts, non-managed assets | $34,589,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $424,000 | 77 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,345,971,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $59,013,000 | 62 |
| 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 | $55,330,267,000 | 18 |
| Managed Assets ($) | $19,643,535,000 | 20 |
| Personal trust and agency accounts, managed assets | $8,205,859,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $14,382,000 | 203 |
| Employee benefit-defined benefit accounts, managed assets | $11,927,000 | 156 |
| Other employee benefit and retirement-related accounts, managed assets | $1,756,535,000 | 13 |
| Corporate trust and agency accounts, managed assets | $4,902,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $9,287,802,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $361,795,000 | 34 |
| Other fiduciary accounts, managed assets | $333,000 | 148 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,751,769,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,775,301,000 | 13 |
| Non-managed Assets ($) | $35,686,732,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $35,583,281,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,166,000 | 413 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,744,000 | 74 |
| Other retirement accounts, non-managed assets | $7,013,000 | 288 |
| Corporate trust and agency accounts, non-managed assets | $345,000 | 195 |
| Investment management and advisory agency accounts, non-managed assets | $31,895,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $288,000 | 133 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,301,141,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $56,920,000 | 74 |
| 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 | $54,981,052,000 | 19 |
| Managed Assets ($) | $19,166,449,000 | 21 |
| Personal trust and agency accounts, managed assets | $8,073,602,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $13,467,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $11,410,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $1,657,855,000 | 14 |
| Corporate trust and agency accounts, managed assets | $4,748,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $9,038,885,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $366,160,000 | 34 |
| Other fiduciary accounts, managed assets | $322,000 | 88 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,653,163,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,814,603,000 | 15 |
| Personal trust and agency accounts, non-managed assets | $35,576,697,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $138,781,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,106,000 | 71 |
| Other retirement accounts, non-managed assets | $8,971,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $346,000 | 112 |
| Investment management and advisory agency accounts, non-managed assets | $28,414,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $288,000 | 80 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,540,662,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $55,952,000 | 64 |
| 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 | $53,476,240,000 | 21 |
| Managed Assets ($) | $17,615,191,000 | 23 |
| Personal trust and agency accounts, managed assets | $7,865,480,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $13,541,000 | 189 |
| Employee benefit-defined benefit accounts, managed assets | $12,417,000 | 142 |
| Other employee benefit and retirement-related accounts, managed assets | $1,413,810,000 | 17 |
| Corporate trust and agency accounts, managed assets | $4,955,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $7,995,771,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $308,853,000 | 36 |
| Other fiduciary accounts, managed assets | $364,000 | 92 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,410,271,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,861,049,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $35,580,752,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $166,818,000 | 96 |
| Employee benefit-defined benefit accounts, non-managed Assets | $67,519,000 | 72 |
| Other retirement accounts, non-managed assets | $10,184,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $345,000 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $35,143,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $288,000 | 79 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,796,582,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $59,480,000 | 60 |
| 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 | $53,742,645,000 | 21 |
| Managed Assets ($) | $17,877,999,000 | 22 |
| Personal trust and agency accounts, managed assets | $7,881,195,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $13,481,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $12,687,000 | 140 |
| Other employee benefit and retirement-related accounts, managed assets | $1,403,885,000 | 17 |
| Corporate trust and agency accounts, managed assets | $4,915,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $8,250,872,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $310,595,000 | 37 |
| Other fiduciary accounts, managed assets | $369,000 | 89 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,400,341,000 | 12 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,864,646,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $35,581,868,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $172,170,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,150,000 | 72 |
| Other retirement accounts, non-managed assets | $10,332,000 | 167 |
| Corporate trust and agency accounts, non-managed assets | $347,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | $36,491,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $288,000 | 83 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,283,720,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $61,601,000 | 60 |
| 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 | $53,330,873,000 | 22 |
| Managed Assets ($) | $17,410,444,000 | 23 |
| Personal trust and agency accounts, managed assets | $7,786,923,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $12,971,000 | 227 |
| Employee benefit-defined benefit accounts, managed assets | $12,441,000 | 155 |
| Other employee benefit and retirement-related accounts, managed assets | $1,349,062,000 | 17 |
| Corporate trust and agency accounts, managed assets | $4,826,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $7,932,152,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $311,703,000 | 35 |
| Other fiduciary accounts, managed assets | $366,000 | 157 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,345,474,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,862,455,000 | 12 |
| Non-managed Assets ($) | $35,920,429,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $35,604,284,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $208,381,000 | 89 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,751,000 | 75 |
| Other retirement accounts, non-managed assets | $9,282,000 | 252 |
| Corporate trust and agency accounts, non-managed assets | $354,000 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $39,089,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $288,000 | 143 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,515,653,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $62,614,000 | 68 |
| 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 | $53,442,235,000 | 20 |
| Managed Assets ($) | $16,852,788,000 | 23 |
| Personal trust and agency accounts, managed assets | $7,447,010,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $12,414,000 | 195 |
| Employee benefit-defined benefit accounts, managed assets | $24,390,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $1,305,610,000 | 16 |
| Corporate trust and agency accounts, managed assets | $61,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $7,749,694,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $294,998,000 | 37 |
| Other fiduciary accounts, managed assets | $18,611,000 | 39 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $1,305,610,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,589,447,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $36,212,073,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $273,749,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,527,000 | 73 |
| Other retirement accounts, non-managed assets | $17,155,000 | 126 |
| Corporate trust and agency accounts, non-managed assets | $647,000 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $32,296,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,060,527,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $60,242,000 | 61 |
| 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 | $52,737,344,000 | 19 |
| Managed Assets ($) | $16,050,416,000 | 23 |
| Personal trust and agency accounts, managed assets | $7,198,599,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $12,816,000 | 190 |
| Employee benefit-defined benefit accounts, managed assets | $22,813,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $1,235,167,000 | 16 |
| Corporate trust and agency accounts, managed assets | $61,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $7,275,568,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $287,393,000 | 35 |
| Other fiduciary accounts, managed assets | $17,999,000 | 40 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $1,235,167,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,686,928,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $36,206,190,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $379,736,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,360,000 | 75 |
| Other retirement accounts, non-managed assets | $19,637,000 | 115 |
| Corporate trust and agency accounts, non-managed assets | $759,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $30,246,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,072,679,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $62,848,000 | 55 |
| 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 | $52,481,625,000 | 23 |
| Managed Assets ($) | $16,268,109,000 | 23 |
| Personal trust and agency accounts, managed assets | $7,473,250,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $1,212,313,000 | 16 |
| Corporate trust and agency accounts, managed assets | $61,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $7,316,276,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $266,209,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $1,212,313,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,213,516,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $36,175,689,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,000 | 297 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,000 | 150 |
| Other retirement accounts, non-managed assets | $1,856,000 | 257 |
| Corporate trust and agency accounts, non-managed assets | $641,000 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $35,300,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,119,240,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $51,994,000 | 58 |
| 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 | $52,212,190,000 | 22 |
| Managed Assets ($) | $15,999,278,000 | 24 |
| Personal trust and agency accounts, managed assets | $7,444,270,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 604 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
| Other employee benefit and retirement-related accounts, managed assets | $1,172,404,000 | 18 |
| Corporate trust and agency accounts, managed assets | $61,000 | 204 |
| Investment management and investment advisory agency accounts, managed assets | $7,117,256,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $265,287,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $1,172,404,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,346,570,000 | 16 |
| Non-managed Assets ($) | $36,212,912,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $36,174,123,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,000 | 585 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,000 | 218 |
| Other retirement accounts, non-managed assets | $3,078,000 | 441 |
| Corporate trust and agency accounts, non-managed assets | $698,000 | 212 |
| Investment management and advisory agency accounts, non-managed assets | $34,983,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,456,992,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $55,555,000 | 71 |
| 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 | $48,037,150,000 | 26 |
| Managed Assets ($) | $15,582,638,000 | 26 |
| Personal trust and agency accounts, managed assets | $7,459,102,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $1,137,365,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $6,950,826,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $35,345,000 | 40 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,454,512,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $32,338,671,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,000 | 151 |
| Other retirement accounts, non-managed assets | $54,126,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $650,000 | 120 |
| 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 | $61,047,000 | 40 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,503,021,000 | 44 |
| 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 | $47,015,584,000 | 24 |
| Managed Assets ($) | $14,536,169,000 | 26 |
| Personal trust and agency accounts, managed assets | $7,010,164,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $41,000 | 302 |
| Employee benefit-defined benefit accounts, managed assets | $7,000 | 224 |
| Other employee benefit and retirement-related accounts, managed assets | $1,053,029,000 | 22 |
| Corporate trust and agency accounts, managed assets | $5,856,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $6,430,830,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,242,000 | 42 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,479,415,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $32,323,707,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $955,000 | 262 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,000 | 151 |
| Other retirement accounts, non-managed assets | $52,132,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $657,000 | 118 |
| 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 | $101,946,000 | 35 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,678,913,000 | 45 |
| 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 | $46,598,664,000 | 23 |
| Managed Assets ($) | $13,953,578,000 | 26 |
| Personal trust and agency accounts, managed assets | $6,725,476,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $378,000 | 298 |
| Employee benefit-defined benefit accounts, managed assets | $2,972,000 | 187 |
| Other employee benefit and retirement-related accounts, managed assets | $973,521,000 | 22 |
| Corporate trust and agency accounts, managed assets | $213,655,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $6,011,325,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $26,251,000 | 44 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,645,086,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $32,319,296,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,266,000 | 250 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,492,000 | 125 |
| Other retirement accounts, non-managed assets | $57,827,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $745,000 | 120 |
| 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 | $262,460,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,404,240,000 | 46 |
| 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 | $48,000,584,000 | 23 |
| Managed Assets ($) | $15,196,304,000 | 26 |
| Personal trust and agency accounts, managed assets | $7,798,947,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $379,000 | 576 |
| Employee benefit-defined benefit accounts, managed assets | $3,114,000 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $1,012,854,000 | 22 |
| Corporate trust and agency accounts, managed assets | $265,790,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $6,047,899,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $67,321,000 | 35 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $32,804,280,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $32,332,472,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,489,000 | 380 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,475,000 | 165 |
| Other retirement accounts, non-managed assets | $60,864,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $901,000 | 212 |
| 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 | $404,079,000 | 23 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,625,187,000 | 45 |
| 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 | $47,449,574,000 | 25 |
| Managed Assets ($) | $16,848,044,000 | 25 |
| Personal trust and agency accounts, managed assets | $8,983,502,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $387,000 | 309 |
| Employee benefit-defined benefit accounts, managed assets | $3,435,000 | 184 |
| Other employee benefit and retirement-related accounts, managed assets | $1,139,859,000 | 21 |
| Corporate trust and agency accounts, managed assets | $271,898,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $6,378,479,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $70,484,000 | 33 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,601,530,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $30,107,416,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,708,000 | 235 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,588,000 | 135 |
| Other retirement accounts, non-managed assets | $74,322,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $1,033,000 | 127 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $408,463,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,049,043,000 | 47 |
| 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 | $48,460,787,000 | 28 |
| Managed Assets ($) | $17,786,415,000 | 27 |
| Personal trust and agency accounts, managed assets | $9,662,655,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $701,000 | 310 |
| Employee benefit-defined benefit accounts, managed assets | $7,545,000 | 167 |
| Other employee benefit and retirement-related accounts, managed assets | $1,226,698,000 | 20 |
| Corporate trust and agency accounts, managed assets | $288,484,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $6,514,183,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $86,149,000 | 34 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,674,372,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $30,120,284,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,834,000 | 223 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,630,000 | 139 |
| Other retirement accounts, non-managed assets | $71,925,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $911,000 | 132 |
| 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 | $465,788,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,837,424,000 | 50 |
| 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 | $48,473,998,000 | 27 |
| Managed Assets ($) | $17,822,527,000 | 27 |
| Personal trust and agency accounts, managed assets | $9,716,882,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,553,000 | 295 |
| Employee benefit-defined benefit accounts, managed assets | $4,853,000 | 185 |
| Other employee benefit and retirement-related accounts, managed assets | $1,216,530,000 | 21 |
| Corporate trust and agency accounts, managed assets | $284,543,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $6,512,016,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $86,150,000 | 39 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,651,471,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $30,125,442,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $19,527,000 | 211 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,635,000 | 142 |
| Other retirement accounts, non-managed assets | $80,269,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $1,047,000 | 128 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $422,551,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,816,499,000 | 48 |
| 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 | $50,243,479,000 | 27 |
| Managed Assets ($) | $19,688,365,000 | 26 |
| Personal trust and agency accounts, managed assets | $10,270,589,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,087,000 | 381 |
| Employee benefit-defined benefit accounts, managed assets | $5,139,000 | 238 |
| Other employee benefit and retirement-related accounts, managed assets | $1,261,789,000 | 20 |
| Corporate trust and agency accounts, managed assets | $338,662,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $6,824,071,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $983,028,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,555,114,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $30,147,205,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $50,623,000 | 171 |
| Employee benefit-defined benefit accounts, non-managed Assets | $14,795,000 | 126 |
| Other retirement accounts, non-managed assets | $92,043,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $1,575,000 | 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 | $248,873,000 | 32 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $15,076,227,000 | 46 |
| 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 | $41,848,122,000 | 31 |
| Managed Assets ($) | $20,165,827,000 | 27 |
| Personal trust and agency accounts, managed assets | $10,400,920,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $7,732,000 | 243 |
| Employee benefit-defined benefit accounts, managed assets | $1,594,000 | 203 |
| Other employee benefit and retirement-related accounts, managed assets | $1,259,649,000 | 20 |
| Corporate trust and agency accounts, managed assets | $349,509,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $7,049,416,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,097,007,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,682,295,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $21,216,622,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $85,275,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,859,000 | 116 |
| Other retirement accounts, non-managed assets | $103,541,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $881,000 | 136 |
| 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 | $260,117,000 | 32 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,035,549,000 | 44 |
| 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 | $40,600,385,000 | 34 |
| Managed Assets ($) | $19,261,494,000 | 26 |
| Personal trust and agency accounts, managed assets | $10,080,728,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $8,677,000 | 242 |
| Employee benefit-defined benefit accounts, managed assets | $3,077,000 | 192 |
| Other employee benefit and retirement-related accounts, managed assets | $1,230,681,000 | 20 |
| Corporate trust and agency accounts, managed assets | $272,129,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $6,448,499,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,217,703,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,338,891,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $20,781,457,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $90,377,000 | 130 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,259,000 | 125 |
| Other retirement accounts, non-managed assets | $114,413,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $20,685,000 | 84 |
| 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 | $318,700,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,995,341,000 | 45 |
| 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 | $38,611,543,000 | 33 |
| Managed Assets ($) | $18,028,828,000 | 28 |
| Personal trust and agency accounts, managed assets | $9,558,907,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $3,115,000 | 194 |
| Other employee benefit and retirement-related accounts, managed assets | $1,200,435,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $6,167,778,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,098,593,000 | 19 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,582,715,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $20,207,696,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
| Other retirement accounts, non-managed assets | $65,802,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $745,000 | 142 |
| 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 | $308,472,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,730,465,000 | 45 |
| 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 | $38,097,355,000 | 32 |
| Managed Assets ($) | $17,986,816,000 | 27 |
| Personal trust and agency accounts, managed assets | $9,875,259,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
| Employee benefit-defined benefit accounts, managed assets | $4,619,000 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $1,187,161,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $5,974,935,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $944,842,000 | 19 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,110,539,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $19,715,466,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
| Other retirement accounts, non-managed assets | $65,657,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $750,000 | 239 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $328,666,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,332,954,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $37,586,096,000 | 32 |
| Managed Assets ($) | $18,005,731,000 | 27 |
| Personal trust and agency accounts, managed assets | $9,470,495,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $301,000 | 310 |
| Employee benefit-defined benefit accounts, managed assets | $4,641,000 | 190 |
| Other employee benefit and retirement-related accounts, managed assets | $1,136,855,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $6,316,753,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,076,686,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,580,365,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $19,215,578,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
| Other retirement accounts, non-managed assets | $70,549,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $754,000 | 150 |
| 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 | $293,484,000 | 35 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,593,738,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $36,031,170,000 | 31 |
| Managed Assets ($) | $16,895,225,000 | 26 |
| Personal trust and agency accounts, managed assets | $8,990,098,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 328 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $1,101,008,000 | 17 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $5,582,942,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,221,177,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,135,945,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $18,806,044,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $63,716,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $762,000 | 152 |
| 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 | $265,423,000 | 37 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $17,827,331,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $35,801,910,000 | 31 |
| Managed Assets ($) | $17,158,367,000 | 26 |
| Personal trust and agency accounts, managed assets | $9,067,982,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 337 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $1,105,693,000 | 17 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $5,651,172,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,333,520,000 | 21 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,643,543,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $18,326,618,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $64,370,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $762,000 | 151 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $251,793,000 | 35 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $16,833,133,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $35,702,310,000 | 33 |
| Managed Assets ($) | $17,507,037,000 | 27 |
| Personal trust and agency accounts, managed assets | $9,545,863,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 755 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $1,071,823,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $5,586,866,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,302,485,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,195,273,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $17,815,702,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
| Other retirement accounts, non-managed assets | $59,870,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $764,000 | 248 |
| 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 | $318,937,000 | 37 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $16,548,404,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $35,067,111,000 | 33 |
| Managed Assets ($) | $17,242,578,000 | 27 |
| Personal trust and agency accounts, managed assets | $9,181,117,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 329 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $1,067,202,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $5,621,073,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,373,186,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,824,533,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $17,540,301,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
| Other retirement accounts, non-managed assets | $61,227,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $7,549,000 | 112 |
| 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 | $215,456,000 | 40 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $15,401,317,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $34,076,449,000 | 32 |
| Managed Assets ($) | $15,704,959,000 | 28 |
| Personal trust and agency accounts, managed assets | $8,533,183,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $1,010,415,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $5,459,051,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $702,310,000 | 20 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,371,490,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $17,336,098,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $61,527,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $10,600,000 | 107 |
| 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 | $963,265,000 | 24 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $14,657,573,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Personal trust and agency accounts, managed assets | $0 | 424 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 431 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
| Other retirement accounts, non-managed assets | $0 | 336 |
| 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 | $0 | 131 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 414 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Personal trust and agency accounts, managed assets | $0 | 1,639 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 765 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 911 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,358 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
| Other retirement accounts, non-managed assets | $0 | 862 |
| 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 | $0 | 281 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 996 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Personal trust and agency accounts, managed assets | $0 | 411 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 421 |
| Personal trust and agency accounts, non-managed assets | $0 | 346 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
| Other retirement accounts, non-managed assets | $0 | 327 |
| 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 | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 404 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, managed assets | $0 | 418 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, non-managed assets | $0 | 352 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 338 |
| 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 | $0 | 125 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 409 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Personal trust and agency accounts, managed assets | $0 | 426 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 436 |
| Personal trust and agency accounts, non-managed assets | $0 | 363 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
| Other retirement accounts, non-managed assets | $0 | 340 |
| 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 | $0 | 133 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 416 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Personal trust and agency accounts, managed assets | $0 | 1,694 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 794 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,404 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
| Other retirement accounts, non-managed assets | $0 | 879 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 1,022 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Personal trust and agency accounts, managed assets | $0 | 432 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 445 |
| Personal trust and agency accounts, non-managed assets | $0 | 370 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
| Other retirement accounts, non-managed assets | $0 | 350 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 430 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Personal trust and agency accounts, managed assets | $0 | 436 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 447 |
| Personal trust and agency accounts, non-managed assets | $0 | 377 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 349 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 431 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Personal trust and agency accounts, managed assets | $0 | 450 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 458 |
| Personal trust and agency accounts, non-managed assets | $0 | 390 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
| Other retirement accounts, non-managed assets | $0 | 354 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 442 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Personal trust and agency accounts, managed assets | $0 | 1,748 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,452 |
| Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $0 | 883 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 1,046 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Personal trust and agency accounts, managed assets | $0 | 1,716 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 1,377 |
| Personal trust and agency accounts, non-managed assets | $0 | 992 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $0 | 969 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
