Home > BNY Mellon > Total Fiduciary and Related Assets
BNY Mellon, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $130,420,000,000 | 17 |
| Managed Assets ($) | $128,102,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $31,043,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $617,000,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $349,000,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $6,314,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $79,074,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $10,704,000,000 | 11 |
| Other fiduciary accounts, managed assets | $1,000,000 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,314,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $17,036,000,000 | 5 |
| Non-managed Assets ($) | $2,318,000,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $268,000,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,000,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,000,000 | 109 |
| Other retirement accounts, non-managed assets | $1,645,000,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $304,000,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,000,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $156,200,000,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $4,363,000,000 | 18 |
| 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 | $120,903,000,000 | 19 |
| Managed Assets ($) | $118,695,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $29,322,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $583,000,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $315,000,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $5,965,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $72,350,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $10,159,000,000 | 11 |
| Other fiduciary accounts, managed assets | $1,000,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $5,965,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,208,000,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $328,000,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,000,000 | 128 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,000,000 | 97 |
| Other retirement accounts, non-managed assets | $1,482,000,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $296,000,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,000,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,610,000,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $4,118,000,000 | 16 |
| 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 | $125,158,000,000 | 18 |
| Managed Assets ($) | $122,663,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $30,195,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $587,000,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $336,000,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $6,244,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $74,744,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $10,556,000,000 | 11 |
| Other fiduciary accounts, managed assets | $1,000,000 | 82 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,244,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,495,000,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $313,000,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,000,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,000,000 | 100 |
| Other retirement accounts, non-managed assets | $1,808,000,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $285,000,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,000,000 | 56 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $143,510,000,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $4,263,000,000 | 15 |
| 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 | $121,324,000,000 | 20 |
| Managed Assets ($) | $118,795,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $29,716,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $582,000,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $337,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $6,132,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $71,730,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $10,297,000,000 | 11 |
| Other fiduciary accounts, managed assets | $1,000,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,132,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,529,000,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $318,000,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,000,000 | 137 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,000,000 | 100 |
| Other retirement accounts, non-managed assets | $1,816,000,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $304,000,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $32,000,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $133,720,000,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,605,000,000 | 19 |
| 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 | $116,866,000,000 | 20 |
| Managed Assets ($) | $114,429,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $28,977,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $573,000,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $335,000,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $5,975,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $68,573,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $9,995,000,000 | 11 |
| Other fiduciary accounts, managed assets | $1,000,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $5,972,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $18,308,000,000 | 5 |
| Non-managed Assets ($) | $2,437,000,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $346,000,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,000,000 | 154 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $1,749,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $250,000,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,000,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $127,209,000,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,503,000,000 | 21 |
| 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 | $112,442,000,000 | 20 |
| Managed Assets ($) | $109,886,000,000 | 11 |
| Personal trust and agency accounts, managed assets | $27,838,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $562,000,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $326,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $5,720,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $65,928,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $9,511,000,000 | 11 |
| Other fiduciary accounts, managed assets | $1,000,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $5,717,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,556,000,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $387,000,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $62,000,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $1,820,000,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $256,000,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,000,000 | 56 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $120,064,000,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,272,000,000 | 19 |
| 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 | $118,421,000,000 | 16 |
| Managed Assets ($) | $115,667,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $29,296,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $595,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $348,000,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $6,100,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $69,199,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $10,128,000,000 | 9 |
| Other fiduciary accounts, managed assets | $1,000,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,097,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,754,000,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $399,000,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,000,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $1,975,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $292,000,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $37,000,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $126,394,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,366,000,000 | 16 |
| 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 | $134,245,000,000 | 16 |
| Managed Assets ($) | $131,100,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $33,514,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $660,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $382,000,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $6,951,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $78,004,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $11,588,000,000 | 9 |
| Other fiduciary accounts, managed assets | $1,000,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,948,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,145,000,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $439,000,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,000,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $2,302,000,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $306,000,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,000,000 | 40 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,822,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,712,000,000 | 16 |
| 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 | $142,033,000,000 | 16 |
| Managed Assets ($) | $138,660,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $35,266,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $727,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $420,000,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $7,405,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $82,514,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $12,327,000,000 | 9 |
| Other fiduciary accounts, managed assets | $1,000,000 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,401,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $30,907,000,000 | 4 |
| Non-managed Assets ($) | $3,373,000,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $433,000,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,000,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $2,487,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $350,000,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,000,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $152,405,000,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,910,000,000 | 16 |
| 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 | $134,605,000,000 | 17 |
| Managed Assets ($) | $131,366,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $33,925,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $708,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $404,000,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $7,200,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $77,398,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $11,729,000,000 | 9 |
| Other fiduciary accounts, managed assets | $2,000,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,197,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,239,000,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $422,000,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $56,000,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $2,476,000,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $282,000,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $141,412,000,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $2,747,000,000 | 15 |
| 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 | $135,771,000,000 | 17 |
| Managed Assets ($) | $132,431,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $34,403,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $704,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $412,000,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $7,295,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $77,737,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $11,878,000,000 | 9 |
| Other fiduciary accounts, managed assets | $2,000,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,292,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,340,000,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $453,000,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,000,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $2,559,000,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $277,000,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 90 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $142,643,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $2,728,000,000 | 15 |
| 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 | $129,020,000,000 | 17 |
| Managed Assets ($) | $125,897,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $33,156,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $682,000,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $397,000,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $6,944,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $73,457,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $11,259,000,000 | 9 |
| Other fiduciary accounts, managed assets | $2,000,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,941,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,123,000,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $445,000,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $48,000,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $2,364,000,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $265,000,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,000,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $135,115,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $2,562,000,000 | 15 |
| 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 | $126,983,000,000 | 16 |
| Managed Assets ($) | $123,262,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $32,519,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $675,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $401,000,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $6,804,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $71,893,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $10,968,000,000 | 9 |
| Other fiduciary accounts, managed assets | $2,000,000 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,801,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $30,548,000,000 | 3 |
| Non-managed Assets ($) | $3,721,000,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $462,000,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,000,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $2,287,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $915,000,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $132,432,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $2,537,000,000 | 16 |
| 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 | $116,500,000,000 | 17 |
| Managed Assets ($) | $113,074,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $29,841,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $666,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $386,000,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $6,246,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $65,966,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $9,968,000,000 | 9 |
| Other fiduciary accounts, managed assets | $1,000,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,243,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,426,000,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $434,000,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,000,000 | 145 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $2,101,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $838,000,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 95 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $120,685,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $2,320,000,000 | 15 |
| 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 | $114,615,000,000 | 17 |
| Managed Assets ($) | $111,166,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $28,850,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $640,000,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $305,000,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $5,989,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $65,758,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $9,623,000,000 | 9 |
| Other fiduciary accounts, managed assets | $1,000,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,985,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,449,000,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $417,000,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,000,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $1,996,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $993,000,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 102 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $113,109,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $2,177,000,000 | 16 |
| 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 | $105,263,000,000 | 17 |
| Managed Assets ($) | $102,100,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $26,095,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $590,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $304,000,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $5,329,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $61,215,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $8,566,000,000 | 9 |
| Other fiduciary accounts, managed assets | $1,000,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,326,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,163,000,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $314,000,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,000,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $1,776,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $990,000,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,000,000 | 40 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,981,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $1,912,000,000 | 18 |
| 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 | $121,209,000,000 | 16 |
| Managed Assets ($) | $117,571,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $30,593,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $682,000,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $362,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $6,432,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $69,330,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $10,171,000,000 | 9 |
| Other fiduciary accounts, managed assets | $1,000,000 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $6,428,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $31,785,000,000 | 3 |
| Non-managed Assets ($) | $3,638,000,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $557,000,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,000,000 | 164 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $2,140,000,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $873,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,000,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $121,526,000,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,196,000,000 | 16 |
| 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 | $116,091,000,000 | 16 |
| Managed Assets ($) | $112,498,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $29,082,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $645,000,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $389,000,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $6,170,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $66,477,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $9,734,000,000 | 10 |
| Other fiduciary accounts, managed assets | $1,000,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $6,167,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,593,000,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $530,000,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,000,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $2,044,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $959,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,000,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $117,846,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,106,000,000 | 17 |
| 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 | $116,633,000,000 | 15 |
| Managed Assets ($) | $113,165,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $29,375,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $628,000,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $408,000,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $6,179,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $66,826,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $9,748,000,000 | 9 |
| Other fiduciary accounts, managed assets | $1,000,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $6,176,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,468,000,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $529,000,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,000,000 | 168 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $2,030,000,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $873,000,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $113,464,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,655,000,000 | 17 |
| 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 | $114,544,000,000 | 15 |
| Managed Assets ($) | $111,069,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $29,253,000,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $603,000,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $549,000,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $6,060,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $65,159,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $9,444,000,000 | 9 |
| Other fiduciary accounts, managed assets | $1,000,000 | 88 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $6,057,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,475,000,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $513,000,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,000,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $2,010,000,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $916,000,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $108,641,000,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,607,000,000 | 17 |
| 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 | $106,903,414,000 | 15 |
| Managed Assets ($) | $103,268,010,000 | 9 |
| Personal trust and agency accounts, managed assets | $27,230,222,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $562,789,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $501,215,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $5,599,355,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $60,605,615,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $8,767,755,000 | 9 |
| Other fiduciary accounts, managed assets | $1,059,000 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,596,381,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $28,640,482,000 | 3 |
| Non-managed Assets ($) | $3,635,404,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $724,319,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $36,663,000 | 177 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $1,868,103,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $1,006,065,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $254,000 | 169 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,673,928,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,518,895,000 | 17 |
| 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 | $116,750,518,000 | 15 |
| Managed Assets ($) | $112,781,225,000 | 9 |
| Personal trust and agency accounts, managed assets | $30,098,618,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $569,701,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $574,718,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $6,289,628,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $65,398,191,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $9,849,188,000 | 8 |
| Other fiduciary accounts, managed assets | $1,181,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $6,285,751,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,969,293,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $821,704,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,148,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $2,073,847,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $1,036,311,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $283,000 | 131 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $110,128,098,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,707,172,000 | 17 |
| 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 | $113,077,888,000 | 15 |
| Managed Assets ($) | $109,085,188,000 | 9 |
| Personal trust and agency accounts, managed assets | $29,385,683,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $549,978,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $551,182,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $6,062,583,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $62,963,452,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $9,571,167,000 | 8 |
| Other fiduciary accounts, managed assets | $1,143,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $6,058,822,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,992,700,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $823,188,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $28,393,000 | 183 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $2,080,164,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $1,060,688,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $267,000 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,052,065,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,629,106,000 | 16 |
| 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 | $112,674,287,000 | 16 |
| Managed Assets ($) | $108,687,169,000 | 9 |
| Personal trust and agency accounts, managed assets | $29,217,189,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $550,202,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $541,575,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $6,024,035,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $62,649,229,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $9,703,804,000 | 8 |
| Other fiduciary accounts, managed assets | $1,135,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $6,020,280,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,987,118,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $828,533,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $29,343,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $2,066,000,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $1,062,919,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $323,000 | 128 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $108,057,056,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,608,001,000 | 17 |
| 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 | $113,777,653,000 | 16 |
| Managed Assets ($) | $109,908,145,000 | 9 |
| Personal trust and agency accounts, managed assets | $29,229,806,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $551,238,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $553,524,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $6,029,154,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $63,860,487,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $9,682,794,000 | 8 |
| Other fiduciary accounts, managed assets | $1,142,000 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $6,025,360,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $32,670,867,000 | 4 |
| Non-managed Assets ($) | $3,869,508,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $741,143,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $30,840,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $2,050,551,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $1,046,412,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $562,000 | 161 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $108,293,226,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,488,746,000 | 17 |
| 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 | $109,589,334,000 | 16 |
| Managed Assets ($) | $105,932,149,000 | 9 |
| Personal trust and agency accounts, managed assets | $28,472,491,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $509,092,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $532,290,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $5,777,439,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $61,331,705,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $9,308,043,000 | 8 |
| Other fiduciary accounts, managed assets | $1,089,000 | 85 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,770,887,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,657,185,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $688,423,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,235,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,964,095,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $966,785,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,647,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $104,936,286,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,425,949,000 | 17 |
| 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 | $106,807,126,000 | 16 |
| Managed Assets ($) | $103,163,239,000 | 9 |
| Personal trust and agency accounts, managed assets | $27,984,492,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $491,780,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $514,423,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $5,552,587,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $59,701,497,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,915,092,000 | 8 |
| Other fiduciary accounts, managed assets | $3,368,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,546,226,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,643,887,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $759,922,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,865,000 | 184 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,885,885,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $969,745,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,470,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,040,071,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,361,306,000 | 18 |
| 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 | $104,844,036,000 | 16 |
| Managed Assets ($) | $101,189,209,000 | 9 |
| Personal trust and agency accounts, managed assets | $27,426,956,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $498,704,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $531,462,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $5,386,526,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $58,599,189,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,743,083,000 | 8 |
| Other fiduciary accounts, managed assets | $3,289,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,380,237,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,654,827,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $772,025,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,803,000 | 185 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $1,890,202,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $964,007,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,790,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,545,767,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,349,421,000 | 17 |
| 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 | $101,219,846,000 | 16 |
| Managed Assets ($) | $97,628,791,000 | 9 |
| Personal trust and agency accounts, managed assets | $26,842,867,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $487,510,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $536,646,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $5,163,958,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $56,117,257,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,477,402,000 | 7 |
| Other fiduciary accounts, managed assets | $3,151,000 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,157,792,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $28,410,744,000 | 3 |
| Non-managed Assets ($) | $3,591,055,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $777,384,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,959,000 | 336 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,946,000 | 95 |
| Other retirement accounts, non-managed assets | $1,804,273,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $979,216,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,277,000 | 84 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,489,764,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,249,689,000 | 19 |
| 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 | $100,587,397,000 | 16 |
| Managed Assets ($) | $97,100,525,000 | 9 |
| Personal trust and agency accounts, managed assets | $26,863,360,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $496,072,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $536,874,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $5,161,501,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $55,676,323,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,363,269,000 | 9 |
| Other fiduciary accounts, managed assets | $3,126,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,155,014,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,486,872,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $710,069,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,058,000 | 237 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,487,000 | 91 |
| Other retirement accounts, non-managed assets | $1,813,794,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $930,959,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,505,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,416,020,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,217,487,000 | 18 |
| 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 | $99,153,417,000 | 16 |
| Managed Assets ($) | $95,794,939,000 | 9 |
| Personal trust and agency accounts, managed assets | $27,161,259,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $506,096,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $578,633,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $5,052,525,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $54,268,369,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,225,040,000 | 9 |
| Other fiduciary accounts, managed assets | $3,017,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $5,046,233,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,358,478,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $684,240,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,014,000 | 237 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,717,000 | 99 |
| Other retirement accounts, non-managed assets | $1,760,108,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $899,220,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,179,000 | 116 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,376,684,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,198,845,000 | 18 |
| 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 | $94,492,391,000 | 16 |
| Managed Assets ($) | $91,170,459,000 | 9 |
| Personal trust and agency accounts, managed assets | $26,703,559,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $472,496,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $555,357,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $4,639,738,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $50,837,563,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $7,958,770,000 | 9 |
| Other fiduciary accounts, managed assets | $2,976,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,632,232,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,321,932,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $687,233,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,953,000 | 239 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,365,000 | 100 |
| Other retirement accounts, non-managed assets | $1,721,971,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $897,064,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,346,000 | 113 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,818,192,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,177,598,000 | 18 |
| 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 | $93,779,328,000 | 16 |
| Managed Assets ($) | $90,471,269,000 | 9 |
| Personal trust and agency accounts, managed assets | $26,736,379,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $475,807,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $559,894,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $4,576,880,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $50,031,038,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,088,304,000 | 8 |
| Other fiduciary accounts, managed assets | $2,967,000 | 101 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,568,986,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $27,373,972,000 | 3 |
| Non-managed Assets ($) | $3,308,059,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $688,744,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,835,000 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,547,000 | 105 |
| Other retirement accounts, non-managed assets | $1,717,247,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $886,140,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,546,000 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $95,816,377,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,155,140,000 | 19 |
| 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 | $92,125,303,000 | 16 |
| Managed Assets ($) | $88,510,401,000 | 8 |
| Personal trust and agency accounts, managed assets | $25,965,089,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $494,286,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $542,185,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $4,438,947,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $49,161,039,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $7,906,002,000 | 7 |
| Other fiduciary accounts, managed assets | $2,853,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,430,762,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,614,902,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $693,758,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,767,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,665,000 | 100 |
| Other retirement accounts, non-managed assets | $2,095,710,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $803,875,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,127,000 | 87 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $89,583,417,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,163,615,000 | 20 |
| 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 | $96,266,180,000 | 15 |
| Managed Assets ($) | $92,357,467,000 | 8 |
| Personal trust and agency accounts, managed assets | $27,398,869,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $537,326,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $576,751,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $4,714,697,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $50,310,526,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,816,233,000 | 7 |
| Other fiduciary accounts, managed assets | $3,065,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,705,763,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,908,713,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $720,390,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,670,000 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,963,000 | 104 |
| Other retirement accounts, non-managed assets | $2,223,059,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $939,719,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,912,000 | 78 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,429,763,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,181,248,000 | 19 |
| 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 | $96,818,824,000 | 16 |
| Managed Assets ($) | $92,791,198,000 | 8 |
| Personal trust and agency accounts, managed assets | $27,854,839,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $549,263,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $576,279,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $4,701,859,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $50,177,587,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,928,288,000 | 7 |
| Other fiduciary accounts, managed assets | $3,083,000 | 75 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,689,502,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,027,626,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $832,585,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,652,000 | 246 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,000 | 135 |
| Other retirement accounts, non-managed assets | $2,246,510,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $932,333,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,446,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $94,686,507,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,459,529,000 | 20 |
| 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 | $95,292,402,000 | 16 |
| Managed Assets ($) | $91,531,106,000 | 9 |
| Personal trust and agency accounts, managed assets | $27,881,227,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $545,165,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $555,546,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $4,593,920,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $49,062,770,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,889,475,000 | 7 |
| Other fiduciary accounts, managed assets | $3,003,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,580,505,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $27,527,477,000 | 4 |
| Non-managed Assets ($) | $3,761,296,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $859,318,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,631,000 | 366 |
| Employee benefit-defined benefit accounts, non-managed Assets | $146,000 | 174 |
| Other retirement accounts, non-managed assets | $2,224,961,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $660,276,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,964,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $105,564,015,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,449,538,000 | 20 |
| 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 | $95,436,099,000 | 15 |
| Managed Assets ($) | $91,615,737,000 | 9 |
| Personal trust and agency accounts, managed assets | $28,184,660,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $546,556,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $555,048,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $4,548,766,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $48,734,531,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $9,043,230,000 | 7 |
| Other fiduciary accounts, managed assets | $2,946,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,535,188,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,820,362,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $877,914,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,630,000 | 235 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,000 | 138 |
| Other retirement accounts, non-managed assets | $2,213,858,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $666,998,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,810,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,924,500,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,431,559,000 | 19 |
| 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 | $96,767,862,000 | 15 |
| Managed Assets ($) | $92,850,838,000 | 9 |
| Personal trust and agency accounts, managed assets | $28,786,073,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $556,329,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $581,335,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $4,542,652,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $49,136,317,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $9,243,487,000 | 7 |
| Other fiduciary accounts, managed assets | $4,645,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,528,950,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,917,024,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $908,009,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,207,000 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $408,000 | 133 |
| Other retirement accounts, non-managed assets | $2,222,749,000 | 17 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $711,935,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,716,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $102,365,670,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,449,260,000 | 20 |
| 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 | $93,424,982,000 | 16 |
| Managed Assets ($) | $91,182,482,000 | 9 |
| Personal trust and agency accounts, managed assets | $28,612,635,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $536,501,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $556,116,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $4,369,070,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $48,025,875,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $9,077,778,000 | 7 |
| Other fiduciary accounts, managed assets | $4,507,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,360,274,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,242,500,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $913,358,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,979,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,028,000 | 77 |
| Other retirement accounts, non-managed assets | $488,243,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $716,476,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $65,416,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $98,201,629,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,414,951,000 | 21 |
| 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 | $92,091,904,000 | 16 |
| Managed Assets ($) | $90,302,367,000 | 9 |
| Personal trust and agency accounts, managed assets | $28,783,876,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $546,013,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $555,513,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $4,288,546,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $47,253,240,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,870,519,000 | 7 |
| Other fiduciary accounts, managed assets | $4,660,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,275,207,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $26,040,055,000 | 3 |
| Non-managed Assets ($) | $1,789,537,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $791,875,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,923,000 | 324 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,613,000 | 63 |
| Other retirement accounts, non-managed assets | $509,549,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $327,521,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $64,056,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $97,907,426,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,426,290,000 | 21 |
| 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 | $88,400,268,000 | 16 |
| Managed Assets ($) | $86,462,120,000 | 9 |
| Personal trust and agency accounts, managed assets | $27,265,469,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $533,773,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $521,636,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $4,041,125,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $45,525,355,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,570,366,000 | 6 |
| Other fiduciary accounts, managed assets | $4,396,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $4,027,908,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,938,148,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $752,543,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,731,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $144,918,000 | 58 |
| Other retirement accounts, non-managed assets | $517,974,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $456,207,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,775,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $93,266,822,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,387,579,000 | 22 |
| 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 | $87,959,739,000 | 16 |
| Managed Assets ($) | $85,998,913,000 | 9 |
| Personal trust and agency accounts, managed assets | $26,629,566,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $509,202,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $494,379,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $3,884,794,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $45,835,994,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,640,557,000 | 6 |
| Other fiduciary accounts, managed assets | $4,421,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,873,532,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,960,826,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $716,865,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,562,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $140,728,000 | 56 |
| Other retirement accounts, non-managed assets | $506,189,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $531,795,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,687,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $91,191,207,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,325,830,000 | 22 |
| 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 | $88,712,882,000 | 16 |
| Managed Assets ($) | $86,415,503,000 | 9 |
| Personal trust and agency accounts, managed assets | $26,959,669,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $493,229,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $501,078,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $3,898,070,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $45,805,345,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,753,645,000 | 6 |
| Other fiduciary accounts, managed assets | $4,467,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,886,715,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,297,379,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $1,016,577,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,575,000 | 230 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,928,000 | 54 |
| Other retirement accounts, non-managed assets | $513,749,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $554,573,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $72,977,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $91,803,802,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,313,707,000 | 20 |
| 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 | $85,909,850,000 | 16 |
| Managed Assets ($) | $84,070,162,000 | 9 |
| Personal trust and agency accounts, managed assets | $26,052,295,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $467,475,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $486,452,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $3,736,496,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $44,989,218,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $8,333,921,000 | 6 |
| Other fiduciary accounts, managed assets | $4,305,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,725,611,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $17,998,575,000 | 4 |
| Non-managed Assets ($) | $1,839,688,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $663,244,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,283,000 | 341 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,551,000 | 54 |
| Other retirement accounts, non-managed assets | $505,494,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $462,062,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $70,054,000 | 29 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $86,811,111,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,253,816,000 | 19 |
| 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 | $82,627,548,000 | 16 |
| Managed Assets ($) | $81,452,747,000 | 9 |
| Personal trust and agency accounts, managed assets | $25,878,118,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,786,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $210,411,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $3,482,792,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $48,090,976,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $3,660,664,000 | 11 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,348,429,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,174,801,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $485,543,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,956,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $143,054,000 | 52 |
| Other retirement accounts, non-managed assets | $502,491,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,757,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,850,355,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $497,223,000 | 26 |
| 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 | $80,170,819,000 | 15 |
| Managed Assets ($) | $79,032,040,000 | 9 |
| Personal trust and agency accounts, managed assets | $25,065,523,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,978,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $200,556,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $3,329,328,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $46,816,188,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $3,494,467,000 | 11 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,204,548,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,138,779,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $464,688,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,852,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $137,986,000 | 52 |
| Other retirement accounts, non-managed assets | $495,339,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,914,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,883,066,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $488,021,000 | 25 |
| 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 | $82,004,033,000 | 15 |
| Managed Assets ($) | $80,839,987,000 | 9 |
| Personal trust and agency accounts, managed assets | $25,696,904,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,097,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $208,937,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $3,460,416,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $47,562,014,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $3,779,619,000 | 11 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,326,387,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,164,046,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $478,806,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,297,000 | 199 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,455,000 | 54 |
| Other retirement accounts, non-managed assets | $515,732,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,756,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $82,591,626,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $505,597,000 | 24 |
| 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 | $80,094,050,000 | 15 |
| Managed Assets ($) | $78,917,246,000 | 8 |
| Personal trust and agency accounts, managed assets | $24,331,902,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $120,223,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $190,159,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $3,242,121,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $47,568,048,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $3,464,793,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,115,235,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $16,884,728,000 | 4 |
| Non-managed Assets ($) | $1,176,804,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $456,445,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,186,000 | 250 |
| Employee benefit-defined benefit accounts, non-managed Assets | $121,589,000 | 55 |
| Other retirement accounts, non-managed assets | $500,397,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $85,187,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,523,088,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $493,877,000 | 23 |
| 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 | $76,043,492,000 | 15 |
| Managed Assets ($) | $74,411,277,000 | 7 |
| Personal trust and agency accounts, managed assets | $22,713,524,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $116,823,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $179,254,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $3,093,238,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $44,968,221,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $3,340,217,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,808,622,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,632,215,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $925,865,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,983,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $120,257,000 | 55 |
| Other retirement accounts, non-managed assets | $492,525,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $80,585,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,264,660,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $486,569,000 | 20 |
| 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 | $82,375,052,000 | 15 |
| Managed Assets ($) | $80,539,285,000 | 7 |
| Personal trust and agency accounts, managed assets | $25,419,035,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,031,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $246,330,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $3,458,719,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $47,451,383,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $3,828,787,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,201,467,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,835,767,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $1,059,668,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,433,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,923,000 | 55 |
| Other retirement accounts, non-managed assets | $541,865,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $90,878,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,460,031,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $534,109,000 | 20 |
| 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 | $82,612,349,000 | 15 |
| Managed Assets ($) | $80,748,697,000 | 7 |
| Personal trust and agency accounts, managed assets | $25,524,725,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,002,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $189,389,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $3,522,476,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $47,529,458,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $3,850,647,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $3,083,650,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,863,652,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $1,087,734,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,518,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,118,000 | 57 |
| Other retirement accounts, non-managed assets | $551,885,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $92,397,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,710,009,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $541,340,000 | 19 |
| 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 | $80,668,249,000 | 16 |
| Managed Assets ($) | $78,795,495,000 | 7 |
| Personal trust and agency accounts, managed assets | $24,793,047,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,793,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $287,658,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $3,369,225,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $46,461,655,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $3,754,117,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,123,947,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $18,087,970,000 | 4 |
| Non-managed Assets ($) | $1,872,754,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $1,103,781,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $16,761,000 | 237 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,056,000 | 57 |
| Other retirement accounts, non-managed assets | $547,723,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $89,433,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,258,411,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $538,024,000 | 20 |
| 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 | $77,880,570,000 | 16 |
| Managed Assets ($) | $76,082,717,000 | 8 |
| Personal trust and agency accounts, managed assets | $23,804,349,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,538,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $263,363,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $3,167,149,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $45,137,498,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $3,555,820,000 | 8 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $3,059,035,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,797,853,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $1,037,694,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,692,000 | 193 |
| Employee benefit-defined benefit accounts, non-managed Assets | $111,936,000 | 57 |
| Other retirement accounts, non-managed assets | $548,435,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $84,096,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,454,442,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $538,888,000 | 19 |
| 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 | $73,642,743,000 | 17 |
| Managed Assets ($) | $72,001,517,000 | 7 |
| Personal trust and agency accounts, managed assets | $22,429,448,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,956,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $239,620,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $2,990,654,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $42,776,082,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $3,412,757,000 | 8 |
| 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 | $2,897,661,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,641,226,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $888,025,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,636,000 | 181 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,787,000 | 59 |
| Other retirement accounts, non-managed assets | $546,009,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $83,769,000 | 23 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,112,749,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $535,948,000 | 17 |
| 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 | $78,152,590,000 | 17 |
| Managed Assets ($) | $76,376,071,000 | 7 |
| Personal trust and agency accounts, managed assets | $24,193,806,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $167,082,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $263,157,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $3,162,635,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $44,965,288,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $3,624,103,000 | 7 |
| 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 | $3,064,938,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,776,519,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $965,089,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,333,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,900,000 | 62 |
| Other retirement accounts, non-managed assets | $601,776,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $75,421,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $76,205,610,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $591,231,000 | 16 |
| 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 | $76,729,832,000 | 18 |
| Managed Assets ($) | $74,969,157,000 | 7 |
| Personal trust and agency accounts, managed assets | $23,768,292,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $160,293,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $249,205,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $3,072,881,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $44,199,720,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $3,518,766,000 | 8 |
| 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 | $2,979,823,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $16,736,616,000 | 3 |
| Non-managed Assets ($) | $1,760,675,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $944,645,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $33,315,000 | 180 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,357,000 | 64 |
| Other retirement accounts, non-managed assets | $627,773,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $53,585,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,437,882,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $617,661,000 | 17 |
| 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 | $75,886,117,000 | 19 |
| Managed Assets ($) | $74,129,516,000 | 7 |
| Personal trust and agency accounts, managed assets | $23,771,810,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $155,934,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $358,945,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $2,949,360,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $43,732,394,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,161,073,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,756,601,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $925,724,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $32,481,000 | 167 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,345,000 | 61 |
| Other retirement accounts, non-managed assets | $640,866,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $57,185,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,121,021,000 | 20 |
| 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 | $52,235,655,000 | 22 |
| Managed Assets ($) | $51,769,756,000 | 10 |
| Personal trust and agency accounts, managed assets | $15,802,603,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,073,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $83,010,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $2,239,089,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $30,953,691,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,559,290,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $465,899,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $222,407,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,805,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,688,000 | 64 |
| Other retirement accounts, non-managed assets | $102,060,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $36,939,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,194,256,000 | 22 |
| 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 | $48,889,416,000 | 22 |
| Managed Assets ($) | $48,456,238,000 | 10 |
| Personal trust and agency accounts, managed assets | $14,558,337,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,547,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $71,310,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $2,019,899,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $29,324,227,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,358,918,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $433,178,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $208,519,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,540,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,525,000 | 65 |
| Other retirement accounts, non-managed assets | $103,265,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $37,329,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $41,688,780,000 | 23 |
| 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 | $50,778,054,000 | 22 |
| Managed Assets ($) | $50,320,502,000 | 9 |
| Personal trust and agency accounts, managed assets | $15,553,341,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,716,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $143,276,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $2,124,676,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $29,831,933,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,541,560,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $457,552,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $221,706,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,691,000 | 230 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,419,000 | 73 |
| Other retirement accounts, non-managed assets | $111,242,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $35,494,000 | 57 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,310,254,000 | 24 |
| 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 | $56,954,628,000 | 22 |
| Managed Assets ($) | $56,390,045,000 | 11 |
| Personal trust and agency accounts, managed assets | $18,094,774,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,151,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $159,705,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $2,360,175,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $32,573,585,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,062,655,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $564,583,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $272,415,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,662,000 | 196 |
| Employee benefit-defined benefit accounts, non-managed Assets | $81,514,000 | 74 |
| Other retirement accounts, non-managed assets | $132,626,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $57,366,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $52,182,846,000 | 26 |
| 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 | $1,327,390,306,000 | 4 |
| Managed Assets ($) | $50,759,769,000 | 12 |
| Personal trust and agency accounts, managed assets | $15,632,199,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,471,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $41,239,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $1,222,739,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $14,111,511,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $19,727,610,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $16,834,326,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,276,630,537,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $9,328,769,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,344,224,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $825,835,407,000 | 3 |
| Other retirement accounts, non-managed assets | $46,852,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $384,075,285,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,079,417,189,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,627,629,205,000 | 5 |
| 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 | $1,305,050,289,000 | 4 |
| Managed Assets ($) | $50,133,945,000 | 12 |
| Personal trust and agency accounts, managed assets | $16,156,805,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,149,000 | 172 |
| Employee benefit-defined benefit accounts, managed assets | $41,541,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $1,216,953,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $13,965,899,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $18,726,598,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $15,748,059,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,254,916,344,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $8,947,343,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,651,760,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $830,901,957,000 | 3 |
| Other retirement accounts, non-managed assets | $50,775,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $357,364,509,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,026,013,147,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,519,330,793,000 | 5 |
| 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 | $1,386,983,617,000 | 4 |
| Managed Assets ($) | $35,772,475,000 | 19 |
| Personal trust and agency accounts, managed assets | $17,726,403,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,990,000 | 218 |
| Employee benefit-defined benefit accounts, managed assets | $37,056,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $730,964,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $6,432,792,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,824,270,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,596,663,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,351,211,142,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $12,776,251,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $67,142,520,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $877,233,186,000 | 3 |
| Other retirement accounts, non-managed assets | $52,461,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $394,006,724,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,033,944,775,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,604,821,885,000 | 5 |
| 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 | $1,357,790,294,000 | 4 |
| Managed Assets ($) | $36,020,473,000 | 19 |
| Personal trust and agency accounts, managed assets | $18,173,256,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,213,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $37,491,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $724,672,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $6,739,762,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,324,079,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,091,372,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,321,769,821,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $11,483,109,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $69,199,092,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $860,766,698,000 | 3 |
| Other retirement accounts, non-managed assets | $55,117,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $380,265,805,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,976,928,554,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,531,161,771,000 | 5 |
| 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 | $1,380,443,129,000 | 3 |
| Managed Assets ($) | $34,801,213,000 | 20 |
| Personal trust and agency accounts, managed assets | $17,971,767,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,932,000 | 197 |
| Employee benefit-defined benefit accounts, managed assets | $36,774,000 | 109 |
| Other employee benefit and retirement-related accounts, managed assets | $701,237,000 | 24 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $6,623,561,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,447,942,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,282,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,345,641,916,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,985,442,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $73,031,113,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $874,484,030,000 | 3 |
| Other retirement accounts, non-managed assets | $58,706,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $386,082,625,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,792,414,589,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,376,247,586,000 | 5 |
| 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 | $1,345,209,542,000 | 3 |
| Managed Assets ($) | $63,618,744,000 | 13 |
| Personal trust and agency accounts, managed assets | $17,673,167,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $492,446,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $2,084,523,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $664,254,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $6,343,630,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,360,724,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,659,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,281,590,798,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $13,409,429,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $71,125,085,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $833,084,319,000 | 2 |
| Other retirement accounts, non-managed assets | $56,308,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $363,915,657,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,620,436,665,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,207,259,366,000 | 5 |
| 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 | $1,274,136,775,000 | 3 |
| Managed Assets ($) | $64,297,678,000 | 13 |
| Personal trust and agency accounts, managed assets | $17,643,516,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $447,965,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $2,095,027,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $644,689,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $6,101,630,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $37,364,851,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,805,000,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,209,839,097,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $14,237,815,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $70,283,004,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $769,230,205,000 | 2 |
| Other retirement accounts, non-managed assets | $55,111,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $356,032,962,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,368,054,560,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,964,041,929,000 | 5 |
| 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 | $1,209,979,101,000 | 3 |
| Managed Assets ($) | $61,505,462,000 | 13 |
| Personal trust and agency accounts, managed assets | $19,632,114,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $581,062,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $2,019,735,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $584,763,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,951,418,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $35,736,370,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,076,000,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,148,473,639,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $13,474,814,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,639,712,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $723,660,184,000 | 2 |
| Other retirement accounts, non-managed assets | $74,921,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $342,624,008,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,273,596,844,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,876,045,596,000 | 5 |
| 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 | $1,168,187,030,000 | 3 |
| Managed Assets ($) | $61,982,442,000 | 13 |
| Personal trust and agency accounts, managed assets | $19,380,563,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $764,191,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $2,265,781,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $568,532,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $2,995,656,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,007,719,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,381,000,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,106,204,588,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $16,297,788,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $59,164,111,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $704,240,082,000 | 2 |
| Other retirement accounts, non-managed assets | $74,603,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $326,428,004,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,162,598,390,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,775,338,949,000 | 4 |
| 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 | $1,147,785,833,000 | 3 |
| Managed Assets ($) | $62,798,329,000 | 13 |
| Personal trust and agency accounts, managed assets | $19,605,222,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $800,050,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $2,441,536,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $577,362,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $3,021,909,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $36,352,250,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,837,000,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,084,987,504,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $18,932,084,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $60,499,575,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $690,553,800,000 | 2 |
| Other retirement accounts, non-managed assets | $73,195,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $314,928,850,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,097,411,879,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,705,447,408,000 | 5 |
| 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 | $1,111,822,430,000 | 3 |
| Managed Assets ($) | $56,995,965,000 | 13 |
| Personal trust and agency accounts, managed assets | $19,011,175,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $706,823,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $2,386,891,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $554,584,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $2,842,101,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $31,494,391,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,054,826,465,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $21,635,428,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,283,627,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $678,329,251,000 | 2 |
| Other retirement accounts, non-managed assets | $69,020,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $293,509,139,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $387,536,497,000 | 7 |
| 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 | $1,039,278,262,000 | 3 |
| Managed Assets ($) | $55,123,200,000 | 13 |
| Personal trust and agency accounts, managed assets | $18,804,328,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $505,737,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $2,569,386,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $568,800,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $2,854,866,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $29,820,083,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $984,155,062,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $20,475,485,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $47,863,856,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $629,644,234,000 | 2 |
| Other retirement accounts, non-managed assets | $69,879,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $286,101,608,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $392,796,897,000 | 7 |
| 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 | $862,572,142,000 | 5 |
| Managed Assets ($) | $54,328,385,000 | 14 |
| Personal trust and agency accounts, managed assets | $18,029,632,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $456,888,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $2,969,417,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $541,132,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $2,757,310,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $29,574,006,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $808,243,757,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $20,136,679,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,806,222,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $480,627,406,000 | 3 |
| Other retirement accounts, non-managed assets | $66,827,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $267,606,623,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $396,314,563,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $866,825,193,000 | 5 |
| Managed Assets ($) | $53,791,448,000 | 15 |
| Personal trust and agency accounts, managed assets | $18,188,890,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $518,868,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $3,035,060,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $527,773,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $2,759,275,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $28,761,582,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $813,033,745,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $18,570,996,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $52,067,321,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $486,944,874,000 | 3 |
| Other retirement accounts, non-managed assets | $67,622,000 | 72 |
| 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 | $255,382,932,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $362,306,328,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $854,453,298,000 | 5 |
| Managed Assets ($) | $55,544,004,000 | 15 |
| Personal trust and agency accounts, managed assets | $18,423,769,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $474,807,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $3,167,564,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $535,433,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $2,772,921,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $30,169,510,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $798,909,294,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $18,837,096,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $55,022,834,000 | 7 |
| Employee benefit-defined benefit accounts, non-managed Assets | $468,508,556,000 | 3 |
| Other retirement accounts, non-managed assets | $70,469,000 | 75 |
| 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 | $256,470,339,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $358,867,678,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $794,818,435,000 | 5 |
| Managed Assets ($) | $54,511,105,000 | 14 |
| Personal trust and agency accounts, managed assets | $17,634,996,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $424,201,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $3,168,281,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $505,915,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $2,668,149,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $30,109,563,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $740,307,330,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $20,326,555,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,838,367,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $432,682,519,000 | 3 |
| Other retirement accounts, non-managed assets | $66,892,000 | 72 |
| 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 | $235,392,997,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $346,599,966,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $784,063,210,000 | 5 |
| Managed Assets ($) | $54,950,927,000 | 14 |
| Personal trust and agency accounts, managed assets | $17,907,770,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $365,671,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $3,488,467,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $503,021,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $2,683,327,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $30,002,671,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $729,112,283,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $17,143,121,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,020,990,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $428,598,386,000 | 3 |
| Other retirement accounts, non-managed assets | $51,173,000 | 85 |
| 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 | $229,298,613,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $328,805,241,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $738,445,727,000 | 5 |
| Managed Assets ($) | $56,103,500,000 | 13 |
| Personal trust and agency accounts, managed assets | $17,995,380,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $389,534,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $3,701,631,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $509,291,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $2,762,315,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $30,745,349,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $682,342,227,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $17,040,099,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $57,363,071,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $404,934,219,000 | 3 |
| Other retirement accounts, non-managed assets | $58,682,000 | 80 |
| 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 | $202,946,156,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $336,941,268,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $712,855,085,000 | 5 |
| Managed Assets ($) | $55,904,796,000 | 14 |
| Personal trust and agency accounts, managed assets | $17,983,959,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $430,683,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $3,372,641,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $497,824,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $2,639,444,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $30,980,245,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $656,950,289,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $17,886,084,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $54,161,290,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $397,527,797,000 | 3 |
| Other retirement accounts, non-managed assets | $63,712,000 | 85 |
| 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 | $187,311,406,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $357,482,102,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $713,843,626,000 | 5 |
| Managed Assets ($) | $53,888,653,000 | 12 |
| Personal trust and agency accounts, managed assets | $18,011,224,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $405,743,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $3,119,591,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $467,232,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $2,758,961,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $29,125,902,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $659,954,973,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $16,374,892,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,968,452,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $364,072,179,000 | 3 |
| Other retirement accounts, non-managed assets | $61,098,000 | 84 |
| 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 | $229,478,352,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $336,818,834,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $738,034,623,000 | 4 |
| Managed Assets ($) | $134,989,302,000 | 4 |
| Personal trust and agency accounts, managed assets | $16,632,500,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $258,796,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $55,229,474,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $442,629,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $2,577,189,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $59,848,714,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $603,045,321,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $15,295,720,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,754,125,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $341,810,774,000 | 3 |
| Other retirement accounts, non-managed assets | $60,167,000 | 88 |
| 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 | $199,124,535,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $318,641,648,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $670,963,332,000 | 4 |
| Managed Assets ($) | $122,718,172,000 | 4 |
| Personal trust and agency accounts, managed assets | $11,407,331,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $522,527,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $73,496,926,000 | 3 |
| 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 | $37,291,388,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $548,245,160,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $12,971,972,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,534,715,000 | 9 |
| Employee benefit-defined benefit accounts, non-managed Assets | $317,943,955,000 | 3 |
| 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 | $176,794,518,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $291,774,821,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $674,330,049,000 | 4 |
| Managed Assets ($) | $115,750,944,000 | 5 |
| Personal trust and agency accounts, managed assets | $12,012,861,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $549,775,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $77,854,872,000 | 2 |
| 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 | $25,333,436,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $558,579,105,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $13,524,842,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,151,419,000 | 8 |
| Employee benefit-defined benefit accounts, non-managed Assets | $333,537,100,000 | 3 |
| 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 | $167,365,744,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $284,810,104,000 | 8 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $790,040,808,000 | 3 |
| Managed Assets ($) | $122,403,007,000 | 7 |
| Personal trust and agency accounts, managed assets | $22,247,674,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,689,848,000 | 2 |
| Employee benefit-defined benefit accounts, managed assets | $35,279,638,000 | 3 |
| 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 | $14,185,847,000 | 4 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $667,637,801,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,925,830,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $143,233,043,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $264,751,763,000 | 4 |
| Other retirement accounts, non-managed assets | $0 | 833 |
| Corporate trust and agency accounts, non-managed assets | $20,772,000 | 149 |
| 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 | $247,706,393,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $153,265,554,000 | 13 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |