| 2024-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,058,416,000,000 | 7 |
| Managed Assets ($) | $186,766,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $10,440,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 286 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 217 |
| Other employee benefit and retirement-related accounts, managed assets | $565,000,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $65,890,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $1,009,000,000 | 41 |
| Other fiduciary accounts, managed assets | $108,862,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $53,867,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $565,000,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $871,650,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $58,814,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 257 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 123 |
| Other retirement accounts, non-managed assets | $79,000,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $56,697,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $180,000,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,000,000 | 60 |
| Other fiduciary accounts, non-managed assets | $755,851,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,780,655,000,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $12,535,145,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $562,000,000 | 28 |
| 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 | $1,023,180,000,000 | 7 |
| Managed Assets ($) | $184,798,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $9,947,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 407 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 271 |
| Other employee benefit and retirement-related accounts, managed assets | $457,000,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $63,275,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $966,000,000 | 41 |
| Other fiduciary accounts, managed assets | $110,153,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $55,220,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $457,000,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $838,382,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $58,555,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,482,000,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $77,000,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $61,447,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $169,000,000 | 36 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,000,000 | 63 |
| Other fiduciary accounts, non-managed assets | $703,624,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $21,981,305,000,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $12,304,720,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $550,000,000 | 28 |
| 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 | $961,923,000,000 | 7 |
| Managed Assets ($) | $174,218,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $9,435,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 280 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 208 |
| Other employee benefit and retirement-related accounts, managed assets | $400,000,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $58,488,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $900,000,000 | 40 |
| Other fiduciary accounts, managed assets | $104,995,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $49,749,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $400,000,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $787,705,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $57,750,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $13,486,000,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $79,000,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $57,723,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $150,000,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,000,000 | 62 |
| Other fiduciary accounts, non-managed assets | $658,492,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,143,546,000,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,307,656,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $531,000,000 | 26 |
| 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 | $989,416,000,000 | 7 |
| Managed Assets ($) | $183,767,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $9,687,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 326 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $399,000,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $58,175,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $949,000,000 | 39 |
| Other fiduciary accounts, managed assets | $114,557,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $51,127,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $399,000,000 | 66 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $805,649,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $57,729,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,063,000,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 119 |
| Other retirement accounts, non-managed assets | $81,000,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $58,379,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $160,000,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,000,000 | 61 |
| Other fiduciary accounts, non-managed assets | $675,212,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,726,369,000,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,611,854,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $536,000,000 | 26 |
| 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 | $993,662,000,000 | 7 |
| Managed Assets ($) | $201,605,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $9,527,000,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 244 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 170 |
| Other employee benefit and retirement-related accounts, managed assets | $369,000,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $54,611,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $925,000,000 | 44 |
| Other fiduciary accounts, managed assets | $136,173,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $58,155,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $369,000,000 | 70 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $792,057,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $57,734,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $13,281,000,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $81,000,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $55,588,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $154,000,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,000,000 | 61 |
| Other fiduciary accounts, non-managed assets | $665,195,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,274,455,000,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,343,792,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $526,000,000 | 28 |
| 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 | $1,001,260,000,000 | 7 |
| Managed Assets ($) | $196,347,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $9,329,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 385 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 236 |
| Other employee benefit and retirement-related accounts, managed assets | $329,000,000 | 89 |
| Corporate trust and agency accounts, managed assets | $1,181,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $52,026,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $912,000,000 | 44 |
| Other fiduciary accounts, managed assets | $132,570,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $55,016,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $329,000,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $804,913,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $57,060,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,159,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
| Other retirement accounts, non-managed assets | $81,000,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $56,691,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $154,000,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,000,000 | 62 |
| Other fiduciary accounts, non-managed assets | $678,744,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,539,306,000,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,013,253,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $512,000,000 | 31 |
| 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 | $950,027,000,000 | 7 |
| Managed Assets ($) | $200,897,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $8,980,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 260 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 180 |
| Other employee benefit and retirement-related accounts, managed assets | $305,000,000 | 89 |
| Corporate trust and agency accounts, managed assets | $1,103,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $54,729,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $862,000,000 | 43 |
| Other fiduciary accounts, managed assets | $134,918,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $61,591,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $305,000,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $749,130,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $56,051,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,932,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $71,000,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $41,870,000,000 | 10 |
| Investment management and advisory agency accounts, non-managed assets | $133,000,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,000,000 | 60 |
| Other fiduciary accounts, non-managed assets | $640,049,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,078,962,000,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,983,563,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $463,000,000 | 28 |
| 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 | $976,931,000,000 | 6 |
| Managed Assets ($) | $169,874,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $8,396,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 188 |
| Other employee benefit and retirement-related accounts, managed assets | $325,000,000 | 78 |
| Corporate trust and agency accounts, managed assets | $1,465,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $57,216,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $922,000,000 | 33 |
| Other fiduciary accounts, managed assets | $101,550,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $51,752,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $325,000,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $807,057,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $58,699,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,050,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 121 |
| Other retirement accounts, non-managed assets | $80,000,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $44,136,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $139,000,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,000,000 | 52 |
| Other fiduciary accounts, non-managed assets | $691,928,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,414,916,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,748,299,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $562,000,000 | 24 |
| 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 | $1,088,182,000,000 | 6 |
| Managed Assets ($) | $175,143,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $9,594,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 250 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $377,000,000 | 75 |
| Corporate trust and agency accounts, managed assets | $1,969,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $61,356,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $1,048,000,000 | 32 |
| Other fiduciary accounts, managed assets | $100,799,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $59,677,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $377,000,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $913,039,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $60,852,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $13,597,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $82,000,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $44,663,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $162,000,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,000,000 | 51 |
| Other fiduciary accounts, non-managed assets | $793,658,000,000 | 1 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,042,595,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $12,079,524,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $652,000,000 | 22 |
| 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 | $1,167,002,000,000 | 6 |
| Managed Assets ($) | $158,436,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $10,315,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 387 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 237 |
| Other employee benefit and retirement-related accounts, managed assets | $361,000,000 | 81 |
| Corporate trust and agency accounts, managed assets | $1,712,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $67,142,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $664,000,000 | 43 |
| Other fiduciary accounts, managed assets | $78,242,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $54,390,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $361,000,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $1,008,566,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $60,935,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,613,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 142 |
| Other retirement accounts, non-managed assets | $88,000,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $47,697,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $187,000,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $884,046,000,000 | 1 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $20,620,193,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $12,733,102,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $1,241,000,000 | 19 |
| 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 | $1,165,018,000,000 | 6 |
| Managed Assets ($) | $160,855,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $10,160,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 249 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 174 |
| Other employee benefit and retirement-related accounts, managed assets | $317,000,000 | 89 |
| Corporate trust and agency accounts, managed assets | $1,750,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $65,841,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $634,000,000 | 42 |
| Other fiduciary accounts, managed assets | $82,153,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $57,000,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $317,000,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,004,163,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $59,388,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,472,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 116 |
| Other retirement accounts, non-managed assets | $87,000,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $44,974,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $178,000,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $884,064,000,000 | 1 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,824,083,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $12,296,062,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $1,344,000,000 | 19 |
| 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 | $1,196,146,000,000 | 6 |
| Managed Assets ($) | $160,405,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $10,066,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 191 |
| Other employee benefit and retirement-related accounts, managed assets | $299,000,000 | 94 |
| Corporate trust and agency accounts, managed assets | $1,644,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $67,323,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $651,000,000 | 41 |
| Other fiduciary accounts, managed assets | $80,422,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $56,247,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $299,000,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,035,741,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $58,332,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $16,155,000,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 125 |
| Other retirement accounts, non-managed assets | $92,000,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $42,322,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $176,000,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $918,664,000,000 | 1 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $19,940,799,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $12,438,134,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,407,000,000 | 19 |
| 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 | $1,134,092,000,000 | 6 |
| Managed Assets ($) | $143,929,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $9,633,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 176 |
| Other employee benefit and retirement-related accounts, managed assets | $229,000,000 | 110 |
| Corporate trust and agency accounts, managed assets | $1,776,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $62,929,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $619,000,000 | 41 |
| Other fiduciary accounts, managed assets | $68,743,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $51,188,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $229,000,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $990,163,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $55,920,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,523,000,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 118 |
| Other retirement accounts, non-managed assets | $134,000,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $36,675,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $177,000,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $881,734,000,000 | 1 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,658,453,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,834,426,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,331,000,000 | 19 |
| 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 | $1,129,403,000,000 | 6 |
| Managed Assets ($) | $136,720,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $9,223,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 398 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 245 |
| Other employee benefit and retirement-related accounts, managed assets | $193,000,000 | 120 |
| Corporate trust and agency accounts, managed assets | $2,076,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $60,485,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $594,000,000 | 43 |
| Other fiduciary accounts, managed assets | $64,149,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $51,836,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $193,000,000 | 111 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $992,683,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $54,646,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,811,000,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 148 |
| Other retirement accounts, non-managed assets | $68,000,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $37,290,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $177,000,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $885,691,000,000 | 1 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,547,266,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $11,791,403,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,295,000,000 | 19 |
| 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 | $1,020,222,000,000 | 6 |
| Managed Assets ($) | $122,940,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $8,540,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 256 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 178 |
| Other employee benefit and retirement-related accounts, managed assets | $150,000,000 | 136 |
| Corporate trust and agency accounts, managed assets | $1,457,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $55,297,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $539,000,000 | 43 |
| Other fiduciary accounts, managed assets | $56,957,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $43,561,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $150,000,000 | 129 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $897,282,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $51,362,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,667,000,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 122 |
| Other retirement accounts, non-managed assets | $62,000,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $31,184,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $164,000,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,000,000 | 57 |
| Other fiduciary accounts, non-managed assets | $801,827,000,000 | 1 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $16,784,969,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,445,189,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,177,000,000 | 19 |
| 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 | $982,129,000,000 | 6 |
| Managed Assets ($) | $117,009,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $8,166,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 291 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $159,000,000 | 128 |
| Corporate trust and agency accounts, managed assets | $1,333,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $50,814,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $515,000,000 | 42 |
| Other fiduciary accounts, managed assets | $56,022,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $40,306,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $159,000,000 | 120 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $865,120,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $49,363,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $11,707,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $59,000,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $28,679,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $152,000,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,000,000 | 59 |
| Other fiduciary accounts, non-managed assets | $775,144,000,000 | 1 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $15,889,579,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,808,668,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,034,000,000 | 20 |
| 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 | $905,220,000,000 | 7 |
| Managed Assets ($) | $112,215,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $7,514,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 257 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
| Other employee benefit and retirement-related accounts, managed assets | $145,000,000 | 123 |
| Corporate trust and agency accounts, managed assets | $1,180,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $44,867,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $449,000,000 | 42 |
| Other fiduciary accounts, managed assets | $58,060,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $37,895,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $145,000,000 | 116 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $793,005,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $47,613,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,391,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 126 |
| Other retirement accounts, non-managed assets | $54,000,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $26,251,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $165,000,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000,000 | 77 |
| Other fiduciary accounts, non-managed assets | $708,525,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $14,207,255,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,730,826,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $825,000,000 | 22 |
| 2019-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,023,020,000,000 | 7 |
| Managed Assets ($) | $106,089,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $8,400,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 410 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
| Other employee benefit and retirement-related accounts, managed assets | $160,000,000 | 129 |
| Corporate trust and agency accounts, managed assets | $1,925,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $46,716,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $549,000,000 | 39 |
| Other fiduciary accounts, managed assets | $48,339,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $37,033,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $160,000,000 | 121 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $916,931,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $50,322,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $11,759,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $66,000,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $29,750,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $207,000,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000,000 | 89 |
| Other fiduciary accounts, non-managed assets | $824,821,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $15,981,462,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $10,111,006,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,010,000,000 | 21 |
| 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 | $968,083,000,000 | 7 |
| Managed Assets ($) | $107,362,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $8,125,000,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 259 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
| Other employee benefit and retirement-related accounts, managed assets | $145,000,000 | 131 |
| Corporate trust and agency accounts, managed assets | $1,660,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $44,291,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $564,000,000 | 39 |
| Other fiduciary accounts, managed assets | $52,577,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $34,791,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $145,000,000 | 125 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $860,721,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $48,649,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,673,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 124 |
| Other retirement accounts, non-managed assets | $67,000,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $27,506,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $223,000,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000,000 | 76 |
| Other fiduciary accounts, non-managed assets | $773,596,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $15,122,641,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,539,895,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $963,000,000 | 22 |
| 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 | $978,145,000,000 | 7 |
| Managed Assets ($) | $108,268,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $7,836,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 283 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
| Other employee benefit and retirement-related accounts, managed assets | $101,000,000 | 171 |
| Corporate trust and agency accounts, managed assets | $1,672,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $43,729,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $514,000,000 | 40 |
| Other fiduciary accounts, managed assets | $54,416,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $34,534,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $101,000,000 | 164 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $869,877,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $48,508,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,562,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 132 |
| Other retirement accounts, non-managed assets | $63,000,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $29,047,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $218,000,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000,000 | 78 |
| Other fiduciary accounts, non-managed assets | $781,472,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $15,093,131,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,683,970,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $953,000,000 | 21 |
| 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 | $983,204,000,000 | 7 |
| Managed Assets ($) | $105,051,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $7,784,000,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 282 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
| Other employee benefit and retirement-related accounts, managed assets | $97,000,000 | 172 |
| Corporate trust and agency accounts, managed assets | $1,639,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $41,504,000,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $502,000,000 | 41 |
| Other fiduciary accounts, managed assets | $53,525,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $34,728,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $97,000,000 | 166 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $878,153,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $46,941,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,086,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $62,000,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $28,655,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $179,000,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000,000 | 77 |
| Other fiduciary accounts, non-managed assets | $792,223,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $14,565,281,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,336,021,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,008,000,000 | 20 |
| 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 | $934,908,000,000 | 7 |
| Managed Assets ($) | $103,587,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $7,327,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 422 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
| Other employee benefit and retirement-related accounts, managed assets | $91,000,000 | 170 |
| Corporate trust and agency accounts, managed assets | $1,293,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $43,669,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $468,000,000 | 42 |
| Other fiduciary accounts, managed assets | $50,739,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $35,826,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $91,000,000 | 163 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $831,321,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $44,533,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,260,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $56,000,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $27,650,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $155,000,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,000,000 | 85 |
| Other fiduciary accounts, non-managed assets | $749,660,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $13,770,533,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,840,763,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $879,000,000 | 20 |
| 2018-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,006,858,000,000 | 7 |
| Managed Assets ($) | $115,206,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $8,008,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
| Other employee benefit and retirement-related accounts, managed assets | $101,000,000 | 168 |
| Corporate trust and agency accounts, managed assets | $1,501,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $46,257,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $524,000,000 | 40 |
| Other fiduciary accounts, managed assets | $58,815,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $41,539,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $101,000,000 | 161 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $891,652,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $39,589,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,351,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 134 |
| Other retirement accounts, non-managed assets | $65,000,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $27,938,000,000 | 8 |
| Investment management and advisory agency accounts, non-managed assets | $156,000,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000,000 | 81 |
| Other fiduciary accounts, non-managed assets | $814,547,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $13,920,203,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,005,371,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $872,000,000 | 20 |
| 2018-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,013,935,000,000 | 6 |
| Managed Assets ($) | $115,572,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $8,052,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $100,000,000 | 164 |
| Corporate trust and agency accounts, managed assets | $1,495,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $47,436,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $540,000,000 | 40 |
| Other fiduciary accounts, managed assets | $57,949,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $43,650,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $100,000,000 | 157 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $898,363,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $39,427,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,385,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $64,000,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $32,188,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $133,000,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,000,000 | 81 |
| Other fiduciary accounts, non-managed assets | $817,160,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $13,692,247,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,997,773,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $565,000,000 | 22 |
| 2018-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,021,423,000,000 | 7 |
| Managed Assets ($) | $113,013,000,000 | 8 |
| Personal trust and agency accounts, managed assets | $9,297,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 204 |
| Other employee benefit and retirement-related accounts, managed assets | $101,000,000 | 162 |
| Corporate trust and agency accounts, managed assets | $1,340,000,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $50,202,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $544,000,000 | 40 |
| Other fiduciary accounts, managed assets | $51,529,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $45,888,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $101,000,000 | 154 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $908,410,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $35,683,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,711,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 135 |
| Other retirement accounts, non-managed assets | $63,000,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $32,272,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $133,000,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000,000 | 44 |
| Other fiduciary accounts, non-managed assets | $830,507,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $13,907,509,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,331,545,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,607,000,000 | 18 |
| 2017-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,033,472,000,000 | 7 |
| Managed Assets ($) | $120,616,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $7,255,000,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 439 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
| Other employee benefit and retirement-related accounts, managed assets | $107,000,000 | 156 |
| Corporate trust and agency accounts, managed assets | $1,243,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $61,290,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $553,000,000 | 39 |
| Other fiduciary accounts, managed assets | $50,168,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $54,433,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $107,000,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $912,856,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $36,154,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,831,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 163 |
| Other retirement accounts, non-managed assets | $64,000,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $32,090,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $135,000,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000,000 | 46 |
| Other fiduciary accounts, non-managed assets | $834,541,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $13,834,279,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $9,265,747,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,422,000,000 | 19 |
| 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 | $980,964,000,000 | 6 |
| Managed Assets ($) | $122,227,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $7,075,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 290 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
| Other employee benefit and retirement-related accounts, managed assets | $104,000,000 | 154 |
| Corporate trust and agency accounts, managed assets | $1,245,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $61,370,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $539,000,000 | 41 |
| Other fiduciary accounts, managed assets | $51,894,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $59,034,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $104,000,000 | 147 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $858,737,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $33,497,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,754,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $67,000,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $29,840,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $158,000,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,000,000 | 39 |
| Other fiduciary accounts, non-managed assets | $790,375,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $13,352,058,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,826,783,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,328,000,000 | 19 |
| 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 | $913,492,000,000 | 7 |
| Managed Assets ($) | $119,234,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $7,146,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
| Other employee benefit and retirement-related accounts, managed assets | $103,000,000 | 151 |
| Corporate trust and agency accounts, managed assets | $1,133,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $60,042,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $523,000,000 | 43 |
| Other fiduciary accounts, managed assets | $50,287,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $57,912,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $103,000,000 | 143 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $794,258,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $42,402,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,462,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $65,000,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $31,560,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $106,000,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,000,000 | 41 |
| Other fiduciary accounts, non-managed assets | $715,617,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $12,922,107,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,472,786,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,302,000,000 | 20 |
| 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 | $909,780,000,000 | 7 |
| Managed Assets ($) | $121,699,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $7,047,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
| Other employee benefit and retirement-related accounts, managed assets | $99,000,000 | 149 |
| Corporate trust and agency accounts, managed assets | $1,053,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $61,113,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $514,000,000 | 44 |
| Other fiduciary accounts, managed assets | $51,873,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $59,564,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $99,000,000 | 142 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $788,081,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $30,211,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,948,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 129 |
| Other retirement accounts, non-managed assets | $65,000,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $30,452,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $22,000,000 | 74 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,000,000 | 42 |
| Other fiduciary accounts, non-managed assets | $723,337,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $12,428,616,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,118,385,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,231,000,000 | 19 |
| 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 | $846,822,000,000 | 7 |
| Managed Assets ($) | $114,408,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $6,820,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 455 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
| Other employee benefit and retirement-related accounts, managed assets | $101,000,000 | 144 |
| Corporate trust and agency accounts, managed assets | $916,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $56,453,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $499,000,000 | 43 |
| Other fiduciary accounts, managed assets | $49,619,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $56,404,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $101,000,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $732,414,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $32,102,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,559,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 166 |
| Other retirement accounts, non-managed assets | $63,000,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $29,525,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $119,000,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,000,000 | 41 |
| Other fiduciary accounts, non-managed assets | $667,000,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,813,144,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,631,343,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $1,108,000,000 | 21 |
| 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 | $859,206,000,000 | 7 |
| Managed Assets ($) | $120,198,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $7,046,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 301 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $102,000,000 | 143 |
| Corporate trust and agency accounts, managed assets | $940,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $56,858,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $503,000,000 | 38 |
| Other fiduciary accounts, managed assets | $54,749,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $56,895,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $102,000,000 | 131 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $739,008,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $32,579,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,611,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
| Other retirement accounts, non-managed assets | $62,000,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $27,430,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $122,000,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,000,000 | 42 |
| Other fiduciary accounts, non-managed assets | $675,161,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $12,089,162,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,910,799,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $1,125,000,000 | 20 |
| 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 | $832,021,000,000 | 7 |
| Managed Assets ($) | $117,898,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $6,909,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $89,000,000 | 154 |
| Corporate trust and agency accounts, managed assets | $833,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $56,077,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $493,000,000 | 39 |
| Other fiduciary accounts, managed assets | $53,497,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $56,435,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $89,000,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $714,123,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $33,453,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,436,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
| Other retirement accounts, non-managed assets | $61,000,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $25,888,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $145,000,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,000,000 | 41 |
| Other fiduciary accounts, non-managed assets | $651,097,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,624,760,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,657,600,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $1,006,000,000 | 21 |
| 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 | $843,447,000,000 | 6 |
| Managed Assets ($) | $118,136,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $6,986,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 307 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $22,000,000 | 289 |
| Corporate trust and agency accounts, managed assets | $802,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $55,278,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $495,000,000 | 39 |
| Other fiduciary accounts, managed assets | $54,553,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $56,798,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $22,000,000 | 278 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $725,311,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $33,272,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,396,000,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
| Other retirement accounts, non-managed assets | $61,000,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $24,351,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $166,000,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,000,000 | 41 |
| Other fiduciary accounts, non-managed assets | $664,022,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,357,763,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,509,757,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $730,000,000 | 22 |
| 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 | $853,291,000,000 | 6 |
| Managed Assets ($) | $114,797,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $7,312,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 474 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
| Other employee benefit and retirement-related accounts, managed assets | $23,000,000 | 314 |
| Corporate trust and agency accounts, managed assets | $736,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $52,208,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $296,000,000 | 54 |
| Other fiduciary accounts, managed assets | $54,222,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $53,265,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $23,000,000 | 296 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $738,494,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $34,134,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
| Other retirement accounts, non-managed assets | $3,397,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $25,143,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $1,116,000,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $674,704,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,130,443,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,411,256,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $4,171,000,000 | 14 |
| 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 | $813,562,000,000 | 6 |
| Managed Assets ($) | $117,491,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $8,623,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $21,000,000 | 293 |
| Corporate trust and agency accounts, managed assets | $1,474,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $52,558,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $351,000,000 | 50 |
| Other fiduciary accounts, managed assets | $54,464,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $53,972,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $21,000,000 | 281 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $696,071,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $32,665,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 284 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $3,243,000,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $24,582,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $1,186,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000,000 | 85 |
| Other fiduciary accounts, non-managed assets | $634,387,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,841,328,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,364,546,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $4,097,000,000 | 15 |
| 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 | $869,666,000,000 | 6 |
| Managed Assets ($) | $130,177,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $9,049,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 310 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
| Other employee benefit and retirement-related accounts, managed assets | $22,000,000 | 298 |
| Corporate trust and agency accounts, managed assets | $3,060,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $57,977,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $376,000,000 | 51 |
| Other fiduciary accounts, managed assets | $59,693,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $66,797,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $22,000,000 | 281 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $739,489,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $33,627,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 289 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
| Other retirement accounts, non-managed assets | $3,481,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $27,828,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $1,221,000,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,000,000 | 85 |
| Other fiduciary accounts, non-managed assets | $673,324,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,431,515,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,944,192,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $4,406,000,000 | 14 |
| 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 | $860,499,000,000 | 6 |
| Managed Assets ($) | $140,211,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $8,943,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 308 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $4,394,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $3,702,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $56,255,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $386,000,000 | 46 |
| Other fiduciary accounts, managed assets | $66,531,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $71,986,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $4,394,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $720,288,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $33,472,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 287 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
| Other retirement accounts, non-managed assets | $3,519,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $27,053,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $1,184,000,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 102 |
| Other fiduciary accounts, non-managed assets | $655,057,000,000 | 2 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,781,663,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,877,917,000,000 | 1 |
| Individual retirement,health savings and similar accounts, non-managed | $4,432,000,000 | 15 |
| 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 | $683,019,000,000 | 7 |
| Managed Assets ($) | $140,958,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $8,919,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 486 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
| Other employee benefit and retirement-related accounts, managed assets | $4,315,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $4,394,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $58,672,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $384,000,000 | 45 |
| Other fiduciary accounts, managed assets | $64,274,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $75,457,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $4,315,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $34,075,000,000 | 3 |
| Non-managed Assets ($) | $542,061,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $34,728,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 494 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
| Other retirement accounts, non-managed assets | $3,437,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $28,799,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $1,176,000,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 115 |
| Other fiduciary accounts, non-managed assets | $473,918,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,913,129,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,885,295,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $4,677,000,000 | 15 |
| 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 | $678,422,000,000 | 6 |
| Managed Assets ($) | $132,467,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $9,019,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 224 |
| Other employee benefit and retirement-related accounts, managed assets | $4,254,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $5,957,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $60,424,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $376,000,000 | 44 |
| Other fiduciary accounts, managed assets | $52,437,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $53,725,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $4,254,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $545,955,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $34,883,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $3,364,000,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $28,610,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $1,140,000,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 102 |
| Other fiduciary accounts, non-managed assets | $477,955,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,900,620,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,772,642,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $4,496,000,000 | 15 |
| 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 | $678,666,000,000 | 6 |
| Managed Assets ($) | $131,847,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $8,909,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 311 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $4,158,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $6,372,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $62,645,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $378,000,000 | 45 |
| Other fiduciary accounts, managed assets | $49,385,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $56,111,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $4,158,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $546,819,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $35,313,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $3,608,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $28,891,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $1,162,000,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000,000 | 93 |
| Other fiduciary accounts, non-managed assets | $477,841,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $11,180,806,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,045,874,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $4,639,000,000 | 15 |
| 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 | $610,153,000,000 | 8 |
| Managed Assets ($) | $132,988,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $8,937,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 314 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
| Other employee benefit and retirement-related accounts, managed assets | $4,030,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $6,606,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $62,841,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $368,000,000 | 43 |
| Other fiduciary accounts, managed assets | $50,206,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $57,126,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $4,030,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $477,165,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $32,935,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
| Other retirement accounts, non-managed assets | $3,418,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $29,670,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $1,015,000,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000,000 | 92 |
| Other fiduciary accounts, non-managed assets | $410,123,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,718,715,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,650,890,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $4,323,000,000 | 16 |
| 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 | $592,453,000,000 | 8 |
| Managed Assets ($) | $122,145,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $8,721,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 514 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
| Other employee benefit and retirement-related accounts, managed assets | $3,975,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $6,629,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $64,747,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $364,000,000 | 42 |
| Other fiduciary accounts, managed assets | $37,709,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $57,869,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,975,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $470,308,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $33,675,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 514 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
| Other retirement accounts, non-managed assets | $3,422,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $29,633,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $943,000,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,000,000 | 97 |
| Other fiduciary accounts, non-managed assets | $402,630,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,534,081,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,573,829,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $4,276,000,000 | 16 |
| 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 | $575,243,000,000 | 8 |
| Managed Assets ($) | $119,429,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $8,914,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 302 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $3,909,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $6,946,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $65,921,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $294,000,000 | 47 |
| Other fiduciary accounts, managed assets | $33,445,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $59,557,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,909,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $455,814,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $32,842,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
| Other retirement accounts, non-managed assets | $3,305,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $28,090,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $839,000,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000,000 | 90 |
| Other fiduciary accounts, non-managed assets | $390,734,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,293,951,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,445,067,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $3,649,000,000 | 18 |
| 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 | $549,718,000,000 | 9 |
| Managed Assets ($) | $118,170,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $8,530,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $3,841,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $8,091,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $65,354,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $281,000,000 | 47 |
| Other fiduciary accounts, managed assets | $32,073,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $61,056,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,841,000,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $431,548,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $35,007,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
| Other retirement accounts, non-managed assets | $3,246,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $25,939,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $880,000,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,000,000 | 85 |
| Other fiduciary accounts, non-managed assets | $366,471,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,800,501,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,987,408,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $3,700,000,000 | 17 |
| 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 | $559,648,000,000 | 9 |
| Managed Assets ($) | $139,937,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $9,939,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
| Other employee benefit and retirement-related accounts, managed assets | $3,823,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $8,810,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $73,690,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $244,000,000 | 51 |
| Other fiduciary accounts, managed assets | $43,431,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $80,025,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,822,000,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $419,711,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $34,028,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 298 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
| Other retirement accounts, non-managed assets | $3,541,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $26,055,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $896,000,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 94 |
| Other fiduciary accounts, non-managed assets | $355,188,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,990,690,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,112,331,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $291,000,000 | 36 |
| 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 | $527,977,000,000 | 9 |
| Managed Assets ($) | $120,171,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $9,670,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 530 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $3,714,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $9,140,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $69,449,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $248,000,000 | 50 |
| Other fiduciary accounts, managed assets | $27,950,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $78,282,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,710,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $407,806,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $35,760,000,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $2,000,000 | 413 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,000,000 | 84 |
| Other retirement accounts, non-managed assets | $3,197,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $28,563,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $898,000,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 106 |
| Other fiduciary accounts, non-managed assets | $339,343,000,000 | 3 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,277,466,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,511,053,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $51,000,000 | 85 |
| 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 | $530,146,000,000 | 8 |
| Managed Assets ($) | $128,975,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $10,759,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 293 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
| Other employee benefit and retirement-related accounts, managed assets | $3,638,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $10,241,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $67,174,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $204,000,000 | 52 |
| Other fiduciary accounts, managed assets | $36,959,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $74,385,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $3,634,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $401,171,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $38,380,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,000,000 | 211 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,000,000 | 70 |
| Other retirement accounts, non-managed assets | $3,055,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $26,004,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $911,000,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 90 |
| Other fiduciary accounts, non-managed assets | $332,734,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $10,006,141,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,308,836,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $53,000,000 | 72 |
| 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 | $504,567,000,000 | 9 |
| Managed Assets ($) | $125,113,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $10,974,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
| Other employee benefit and retirement-related accounts, managed assets | $3,519,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $9,661,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $62,368,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $204,000,000 | 50 |
| Other fiduciary accounts, managed assets | $38,387,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $71,134,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $3,515,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $379,454,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $37,881,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $11,000,000 | 205 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,000,000 | 59 |
| Other retirement accounts, non-managed assets | $2,871,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $24,540,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $181,000,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 90 |
| Other fiduciary accounts, non-managed assets | $313,877,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,494,556,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,892,427,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $52,000,000 | 73 |
| 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 | $519,586,000,000 | 9 |
| Managed Assets ($) | $125,465,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $11,936,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
| Other employee benefit and retirement-related accounts, managed assets | $3,449,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $10,250,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $62,035,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $259,000,000 | 46 |
| Other fiduciary accounts, managed assets | $37,536,000,000 | 2 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $71,540,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $3,442,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $394,121,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $36,773,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $11,000,000 | 205 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,000,000 | 57 |
| Other retirement accounts, non-managed assets | $2,866,000,000 | 15 |
| Corporate trust and agency accounts, non-managed assets | $24,473,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $160,000,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 89 |
| Other fiduciary accounts, non-managed assets | $329,723,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,855,097,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,310,086,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $52,000,000 | 70 |
| 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 | $485,869,000,000 | 9 |
| Managed Assets ($) | $114,806,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $11,655,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 547 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
| Other employee benefit and retirement-related accounts, managed assets | $3,370,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $9,097,000,000 | 1 |
| Investment management and investment advisory agency accounts, managed assets | $57,187,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $256,000,000 | 44 |
| Other fiduciary accounts, managed assets | $33,241,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $66,891,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $3,363,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $371,063,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $39,269,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,000,000 | 282 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,000,000 | 58 |
| Other retirement accounts, non-managed assets | $2,552,000,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $24,139,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $145,000,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 98 |
| Other fiduciary accounts, non-managed assets | $304,833,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $9,413,861,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,984,974,000,000 | 2 |
| Individual retirement,health savings and similar accounts, non-managed | $51,000,000 | 81 |
| 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 | $482,500,000,000 | 9 |
| Managed Assets ($) | $109,511,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $11,574,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $3,305,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $3,840,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $57,385,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $221,000,000 | 49 |
| Other fiduciary accounts, managed assets | $33,186,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $66,632,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $3,298,000,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $372,989,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $35,992,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,000,000 | 216 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,000,000 | 61 |
| Other retirement accounts, non-managed assets | $6,817,000,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $24,752,000,000 | 7 |
| Investment management and advisory agency accounts, non-managed assets | $155,000,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 92 |
| Other fiduciary accounts, non-managed assets | $305,174,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,244,690,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,846,149,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $51,000,000 | 68 |
| 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 | $516,200,000,000 | 10 |
| Managed Assets ($) | $115,150,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $12,188,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 297 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
| Other employee benefit and retirement-related accounts, managed assets | $3,242,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $2,388,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $61,827,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $253,000,000 | 45 |
| Other fiduciary accounts, managed assets | $35,252,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $69,567,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $3,234,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $401,050,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $32,720,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,000,000 | 226 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,000,000 | 60 |
| Other retirement accounts, non-managed assets | $7,229,000,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $25,382,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $149,000,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $2,000,000 | 92 |
| Other fiduciary accounts, non-managed assets | $335,474,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,852,813,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,396,007,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $54,000,000 | 66 |
| 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 | $507,060,000,000 | 10 |
| Managed Assets ($) | $105,346,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $11,212,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $3,170,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $2,155,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $50,706,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $242,000,000 | 48 |
| Other fiduciary accounts, managed assets | $37,861,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $58,434,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $3,157,000,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $401,714,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $28,307,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,000,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,000,000 | 85 |
| Other retirement accounts, non-managed assets | $7,051,000,000 | 9 |
| Corporate trust and agency accounts, non-managed assets | $26,491,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $132,000,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $339,693,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,582,535,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,161,998,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $53,000,000 | 67 |
| 2010-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,238,440,000,000 | 5 |
| Managed Assets ($) | $54,279,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $11,225,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 583 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
| Other employee benefit and retirement-related accounts, managed assets | $3,112,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,962,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $37,048,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $105,000,000 | 64 |
| Other fiduciary accounts, managed assets | $827,000,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $35,929,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | $25,000,000 | 231 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,184,161,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $35,029,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,000,000 | 372 |
| Employee benefit-defined benefit accounts, non-managed Assets | $30,000,000 | 94 |
| Other retirement accounts, non-managed assets | $5,557,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $857,315,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $7,000,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $286,219,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,189,068,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,780,269,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $50,000,000 | 80 |
| 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 | $429,802,000,000 | 10 |
| Managed Assets ($) | $93,574,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $10,755,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
| Other employee benefit and retirement-related accounts, managed assets | $3,042,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $2,169,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $55,674,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $240,000,000 | 45 |
| Other fiduciary accounts, managed assets | $21,694,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $41,288,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | $27,000,000 | 191 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $336,228,000,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $29,110,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,000,000 | 260 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,000,000 | 118 |
| Other retirement accounts, non-managed assets | $5,813,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $22,162,000,000 | 9 |
| Investment management and advisory agency accounts, non-managed assets | $7,000,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $279,131,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,993,052,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,863,015,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $49,000,000 | 67 |
| 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 | $1,098,947,000,000 | 5 |
| Managed Assets ($) | $40,994,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $10,568,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
| Other employee benefit and retirement-related accounts, managed assets | $2,974,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $4,000,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $25,678,000,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $96,000,000 | 61 |
| Other fiduciary accounts, managed assets | $1,674,000,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $16,898,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $26,000,000 | 182 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,057,953,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $33,289,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,000,000 | 256 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,000,000 | 119 |
| Other retirement accounts, non-managed assets | $5,659,000,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $771,102,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $1,000,000 | 123 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $247,897,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,379,661,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,042,290,000,000 | 4 |
| Individual retirement,health savings and similar accounts, non-managed | $48,000,000 | 65 |
| 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 | $1,139,004,000,000 | 5 |
| Managed Assets ($) | $47,001,000,000 | 12 |
| Personal trust and agency accounts, managed assets | $11,216,000,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
| Other employee benefit and retirement-related accounts, managed assets | $2,906,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $6,000,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $30,908,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $96,000,000 | 63 |
| Other fiduciary accounts, managed assets | $1,869,000,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $9,811,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $28,000,000 | 184 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,092,003,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $33,583,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,000,000 | 261 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,000,000 | 124 |
| Other retirement accounts, non-managed assets | $5,504,000,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $843,570,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $1,000,000 | 118 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $209,341,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,039,455,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,284,411,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $50,000,000 | 61 |
| 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 | $1,202,872,000,000 | 5 |
| Managed Assets ($) | $36,049,000,000 | 16 |
| Personal trust and agency accounts, managed assets | $11,368,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 437 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
| Other employee benefit and retirement-related accounts, managed assets | $2,813,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $13,000,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $19,783,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $93,000,000 | 61 |
| Other fiduciary accounts, managed assets | $1,977,000,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $16,272,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $1,166,823,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $38,122,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $1,000,000 | 482 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,000,000 | 150 |
| Other retirement accounts, non-managed assets | $7,092,000,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $926,328,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $3,000,000 | 159 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $195,274,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,537,323,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,313,485,000,000 | 3 |
| Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
| 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 | $1,265,032,000,000 | 4 |
| Managed Assets ($) | $35,936,000,000 | 16 |
| Personal trust and agency accounts, managed assets | $11,601,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 258 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
| Other employee benefit and retirement-related accounts, managed assets | $2,743,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $17,000,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $18,761,000,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,812,000,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $16,579,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,229,096,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $39,833,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
| Other retirement accounts, non-managed assets | $74,620,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $928,136,000,000 | 2 |
| 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 | $186,507,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,425,488,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,178,626,000,000 | 3 |
| 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 | $1,097,680,000,000 | 4 |
| Managed Assets ($) | $29,705,000,000 | 18 |
| Personal trust and agency accounts, managed assets | $10,821,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 263 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
| Other employee benefit and retirement-related accounts, managed assets | $2,640,000,000 | 11 |
| Corporate trust and agency accounts, managed assets | $23,000,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $13,459,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,760,000,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $14,413,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,067,975,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $38,523,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
| Other retirement accounts, non-managed assets | $59,742,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $795,893,000,000 | 2 |
| 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 | $173,817,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,097,177,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,913,324,000,000 | 3 |
| 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 | $1,019,969,000,000 | 4 |
| Managed Assets ($) | $34,617,000,000 | 16 |
| Personal trust and agency accounts, managed assets | $10,669,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 261 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
| Other employee benefit and retirement-related accounts, managed assets | $2,548,000,000 | 9 |
| Corporate trust and agency accounts, managed assets | $26,000,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $18,840,000,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,532,000,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $19,870,000,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $985,352,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $36,793,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
| Other retirement accounts, non-managed assets | $59,610,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $752,919,000,000 | 2 |
| 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 | $136,030,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,936,984,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,743,482,000,000 | 3 |
| 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 | $1,379,844,000,000 | 3 |
| Managed Assets ($) | $37,846,000,000 | 16 |
| Personal trust and agency accounts, managed assets | $11,372,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,000,000 | 443 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
| Other employee benefit and retirement-related accounts, managed assets | $2,487,000,000 | 10 |
| Corporate trust and agency accounts, managed assets | $27,000,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $20,819,000,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,139,000,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $21,584,000,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,341,998,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $42,378,000,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $600,000,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,580,000,000 | 21 |
| Other retirement accounts, non-managed assets | $62,371,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $1,072,837,000,000 | 1 |
| 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 | $160,232,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,230,835,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,871,062,000,000 | 3 |
| 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 | $1,531,644,000,000 | 4 |
| Managed Assets ($) | $79,687,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $12,511,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 321 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $2,439,000,000 | 12 |
| Corporate trust and agency accounts, managed assets | $39,000,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $62,117,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,581,000,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $60,858,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,451,957,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $46,952,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $3,773,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,613,000,000 | 9 |
| Other retirement accounts, non-managed assets | $76,126,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $1,087,126,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $215,367,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,817,360,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,206,648,000,000 | 3 |
| 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 | $1,686,985,000,000 | 3 |
| Managed Assets ($) | $86,937,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $12,672,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
| Other employee benefit and retirement-related accounts, managed assets | $2,382,000,000 | 14 |
| Corporate trust and agency accounts, managed assets | $41,000,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $58,881,000,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,961,000,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $70,520,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,600,048,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $49,097,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,118,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,296,000,000 | 9 |
| Other retirement accounts, non-managed assets | $86,221,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $1,150,631,000,000 | 1 |
| 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 | $281,685,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,683,353,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,645,889,000,000 | 3 |
| 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 | $1,588,311,000,000 | 3 |
| Managed Assets ($) | $97,460,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $13,295,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 327 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
| Other employee benefit and retirement-related accounts, managed assets | $2,307,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $46,000,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $68,206,000,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,606,000,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $80,260,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,490,851,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $49,679,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,929,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,656,000,000 | 9 |
| Other retirement accounts, non-managed assets | $78,850,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $1,053,598,000,000 | 1 |
| 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 | $277,139,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,509,019,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,528,845,000,000 | 3 |
| 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 | $1,769,747,000,000 | 3 |
| Managed Assets ($) | $105,464,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $14,232,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 666 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
| Other employee benefit and retirement-related accounts, managed assets | $49,000,000 | 164 |
| Corporate trust and agency accounts, managed assets | $44,000,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $76,558,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,581,000,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $87,470,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,664,283,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $51,938,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,514,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,562,000,000 | 9 |
| Other retirement accounts, non-managed assets | $78,377,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $1,208,931,000,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $290,961,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $7,037,817,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,891,677,000,000 | 3 |
| 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 | $1,547,265,000,000 | 3 |
| Managed Assets ($) | $124,349,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $14,715,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
| Other employee benefit and retirement-related accounts, managed assets | $49,000,000 | 164 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $94,940,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,645,000,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $107,173,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,422,916,000,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $48,082,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,988,000,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,071,000,000 | 9 |
| Other retirement accounts, non-managed assets | $73,896,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $993,010,000,000 | 1 |
| 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 | $273,869,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,756,947,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,579,529,000,000 | 3 |
| 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 | $1,365,536,000,000 | 4 |
| Managed Assets ($) | $133,281,000,000 | 5 |
| Personal trust and agency accounts, managed assets | $15,299,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $51,000,000 | 154 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $111,226,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,705,000,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $113,872,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,232,255,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $48,837,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,409,000,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $28,560,000,000 | 9 |
| Other retirement accounts, non-managed assets | $81,116,000,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $795,271,000,000 | 1 |
| 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 | $272,062,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $6,294,346,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,248,502,000,000 | 3 |
| 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 | $1,249,337,000,000 | 4 |
| Managed Assets ($) | $119,497,000,000 | 6 |
| Personal trust and agency accounts, managed assets | $10,579,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
| Other employee benefit and retirement-related accounts, managed assets | $3,000,000 | 336 |
| Corporate trust and agency accounts, managed assets | $3,644,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $99,554,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,717,000,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $103,662,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,129,840,000,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $41,334,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,031,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $27,156,000,000 | 9 |
| Other retirement accounts, non-managed assets | $72,768,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $725,433,000,000 | 1 |
| 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 | $257,118,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,946,673,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,826,316,000,000 | 3 |
| 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 | $975,004,000,000 | 5 |
| Managed Assets ($) | $118,539,000,000 | 7 |
| Personal trust and agency accounts, managed assets | $10,963,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
| Other employee benefit and retirement-related accounts, managed assets | $3,000,000 | 572 |
| Corporate trust and agency accounts, managed assets | $3,735,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $91,411,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $12,427,000,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $95,998,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $856,465,000,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $41,998,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $11,010,000,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,461,000,000 | 7 |
| Other retirement accounts, non-managed assets | $71,377,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $482,941,000,000 | 3 |
| 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 | $202,678,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $5,745,353,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,576,345,000,000 | 3 |
| 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 | $765,441,000,000 | 7 |
| Managed Assets ($) | $101,486,000,000 | 9 |
| Personal trust and agency accounts, managed assets | $10,934,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $3,000,000 | 323 |
| Corporate trust and agency accounts, managed assets | $3,870,000,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $82,573,000,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,106,000,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $86,588,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $663,955,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $43,623,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,933,000,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,282,000,000 | 6 |
| Other retirement accounts, non-managed assets | $75,798,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $399,545,000,000 | 3 |
| 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 | $96,774,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,732,238,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,143,406,000,000 | 2 |
| 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 | $796,179,000,000 | 6 |
| Managed Assets ($) | $95,716,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $11,003,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,000,000 | 265 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
| Other employee benefit and retirement-related accounts, managed assets | $3,000,000 | 326 |
| Corporate trust and agency accounts, managed assets | $3,795,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $76,392,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,518,000,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $76,823,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $700,463,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $40,707,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,924,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,408,000,000 | 6 |
| Other retirement accounts, non-managed assets | $83,478,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $355,344,000,000 | 4 |
| 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 | $173,602,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,562,366,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,094,313,000 | 9 |
| 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 | $730,602,000,000 | 7 |
| Managed Assets ($) | $92,113,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $11,123,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $22,000,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
| Other employee benefit and retirement-related accounts, managed assets | $3,000,000 | 329 |
| Corporate trust and agency accounts, managed assets | $4,518,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $70,323,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,124,000,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $69,514,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $638,489,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $40,431,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $5,827,000,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,565,000,000 | 6 |
| Other retirement accounts, non-managed assets | $72,498,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $310,634,000,000 | 4 |
| 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 | $167,534,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,427,661,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,936,217,000,000 | 2 |
| 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 | $722,416,000,000 | 7 |
| Managed Assets ($) | $86,058,000,000 | 10 |
| Personal trust and agency accounts, managed assets | $10,826,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $20,000,000 | 234 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $76,000,000 | 95 |
| Corporate trust and agency accounts, managed assets | $3,162,000,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $67,524,000,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,450,000,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $66,324,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $636,358,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $41,464,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,640,000,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,615,000,000 | 6 |
| Other retirement accounts, non-managed assets | $101,390,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $301,741,000,000 | 4 |
| 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 | $139,508,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,263,807,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,913,196,000,000 | 2 |
| 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 | $738,618,000,000 | 6 |
| Managed Assets ($) | $173,740,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $10,915,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $445,000,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
| Other employee benefit and retirement-related accounts, managed assets | $73,000,000 | 94 |
| Corporate trust and agency accounts, managed assets | $2,330,000,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $144,716,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $15,261,000,000 | 5 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $145,603,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $564,878,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $48,921,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,837,000,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,837,000,000 | 6 |
| Other retirement accounts, non-managed assets | $92,793,000,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $250,402,000,000 | 4 |
| 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 | $127,088,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $4,225,070,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,831,975,000,000 | 2 |
| 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 | $716,363,000,000 | 6 |
| Managed Assets ($) | $166,029,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $10,791,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $493,000,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $252,000,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $65,000,000 | 99 |
| Corporate trust and agency accounts, managed assets | $133,000,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $142,471,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,824,000,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $140,669,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $550,334,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $48,149,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
| Employee benefit-defined benefit accounts, non-managed Assets | $180,974,000,000 | 6 |
| Other retirement accounts, non-managed assets | $463,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $204,563,000,000 | 4 |
| 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 | $116,185,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,853,158,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,585,344,000,000 | 3 |
| 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 | $694,945,000,000 | 6 |
| Managed Assets ($) | $157,870,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $11,231,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $496,000,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $1,083,000,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $66,000,000 | 101 |
| Corporate trust and agency accounts, managed assets | $141,000,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $133,364,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,489,000,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $133,096,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $537,075,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $47,708,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
| Employee benefit-defined benefit accounts, non-managed Assets | $159,410,000,000 | 6 |
| Other retirement accounts, non-managed assets | $426,000,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $207,581,000,000 | 4 |
| 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 | $121,950,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,285,078,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,269,581,000,000 | 3 |
| 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 | $694,739,000,000 | 6 |
| Managed Assets ($) | $156,706,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $16,107,000,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $506,000,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $1,553,000,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $90,000,000 | 85 |
| Corporate trust and agency accounts, managed assets | $149,000,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $126,463,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,838,000,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $126,920,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $538,033,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $43,641,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
| Employee benefit-defined benefit accounts, non-managed Assets | $159,036,000,000 | 6 |
| Other retirement accounts, non-managed assets | $428,000,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $203,198,000,000 | 4 |
| 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 | $131,730,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $3,101,199,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,233,698,000,000 | 3 |
| 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 | $659,788,000,000 | 6 |
| Managed Assets ($) | $159,446,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $17,983,000,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $473,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $10,366,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $86,000,000 | 83 |
| Corporate trust and agency accounts, managed assets | $113,000,000 | 19 |
| Investment management and investment advisory agency accounts, managed assets | $119,257,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,168,000,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $131,424,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $500,342,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $42,154,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,150,000,000 | 6 |
| Other retirement accounts, non-managed assets | $365,000,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $187,740,000,000 | 4 |
| 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 | $120,933,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,808,656,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,995,817,000,000 | 3 |
| 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 | $647,192,000,000 | 6 |
| Managed Assets ($) | $148,453,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $13,409,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $439,000,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $10,446,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $48,000,000 | 125 |
| Corporate trust and agency accounts, managed assets | $118,000,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $113,970,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,023,000,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $123,180,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $498,739,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $37,392,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
| Employee benefit-defined benefit accounts, non-managed Assets | $170,547,000,000 | 6 |
| Other retirement accounts, non-managed assets | $363,000,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $168,651,000,000 | 4 |
| 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 | $121,786,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,595,339,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,819,560,000,000 | 3 |
| 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 | $643,076,000,000 | 6 |
| Managed Assets ($) | $149,227,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $12,291,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $457,000,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $10,953,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $38,000,000 | 154 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $115,435,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $10,053,000,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $121,911,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $493,849,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $37,410,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, non-managed Assets | $171,897,000,000 | 6 |
| Other retirement accounts, non-managed assets | $364,000,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $147,838,000,000 | 4 |
| 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 | $136,340,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,425,864,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,667,599,000,000 | 3 |
| 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 | $642,044,000,000 | 6 |
| Managed Assets ($) | $147,745,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $11,331,000,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $433,000,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $10,777,000,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $34,000,000 | 168 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $115,840,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $9,330,000,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $117,315,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $494,299,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $38,813,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
| Employee benefit-defined benefit accounts, non-managed Assets | $175,731,000,000 | 6 |
| Other retirement accounts, non-managed assets | $333,000,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $146,553,000,000 | 4 |
| 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 | $132,869,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,260,523,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,568,470,000,000 | 2 |
| 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 | $598,000,000,000 | 6 |
| Managed Assets ($) | $132,171,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $11,070,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $319,000,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $10,330,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $29,000,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $101,484,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,939,000,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $106,479,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $465,829,000,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $35,733,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
| Employee benefit-defined benefit accounts, non-managed Assets | $174,209,000,000 | 6 |
| Other retirement accounts, non-managed assets | $278,000,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $129,910,000,000 | 4 |
| 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 | $125,699,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,028,620,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,452,104,000,000 | 3 |
| 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 | $614,316,000,000 | 6 |
| Managed Assets ($) | $146,390,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $11,178,000,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $335,000,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $9,654,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $25,000,000 | 191 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $116,960,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,238,000,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $103,028,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $467,926,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $34,046,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
| Employee benefit-defined benefit accounts, non-managed Assets | $214,852,000,000 | 6 |
| Other retirement accounts, non-managed assets | $165,000,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $102,314,000,000 | 4 |
| 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 | $116,549,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,861,276,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,299,189,000,000 | 2 |
| 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 | $567,150,000,000 | 6 |
| Managed Assets ($) | $136,879,000,000 | 3 |
| Personal trust and agency accounts, managed assets | $9,661,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $569,000,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $9,278,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $21,000,000 | 203 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $110,574,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,776,000,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $98,100,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $430,271,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $34,209,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,854,000,000 | 6 |
| Other retirement accounts, non-managed assets | $156,000,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $99,863,000,000 | 4 |
| 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 | $105,189,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,819,118,000,000 | 4 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,311,909,000,000 | 2 |
| 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 | $572,948,000,000 | 6 |
| Managed Assets ($) | $134,231,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $10,209,000,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $530,000,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $9,510,000,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $18,000,000 | 240 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $94,491,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $19,473,000,000 | 4 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $95,023,000,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $438,717,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $36,453,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
| Employee benefit-defined benefit accounts, non-managed Assets | $192,229,000,000 | 6 |
| Other retirement accounts, non-managed assets | $420,000,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $96,185,000,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $113,430,000,000 | 4 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,671,395,000,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,189,097,000,000 | 2 |
| 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 | $720,601,000,000 | 5 |
| Managed Assets ($) | $156,396,000,000 | 4 |
| Personal trust and agency accounts, managed assets | $11,242,000,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $268,000,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $12,584,000,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $165,000,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $90,086,000,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $42,051,000,000 | 1 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $89,907,000,000 | 1 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $564,205,000,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $32,128,000,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
| Employee benefit-defined benefit accounts, non-managed Assets | $117,455,000,000 | 6 |
| Other retirement accounts, non-managed assets | $109,000,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $333,498,000,000 | 1 |
| 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 | $81,015,000,000 | 5 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $872,974,000,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $722,401,000,000 | 2 |
| 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 |
