Home > City National Bank > Total Fiduciary and Related Assets
City National Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $37,975,020,000 | 41 |
| Managed Assets ($) | $28,887,398,000 | 26 |
| Personal trust and agency accounts, managed assets | $15,841,032,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,649,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $165,545,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $1,359,934,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $8,817,068,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,783,412,000 | 24 |
| Other fiduciary accounts, managed assets | $581,758,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,328,102,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,752,259,000 | 14 |
| Non-managed Assets ($) | $9,087,622,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $6,899,643,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,083,000 | 198 |
| Employee benefit-defined benefit accounts, non-managed Assets | $976,013,000 | 28 |
| Other retirement accounts, non-managed assets | $209,035,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $872,176,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $50,914,000 | 46 |
| Other fiduciary accounts, non-managed assets | $58,758,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,570,179,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $51,136,000 | 86 |
| 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 | $36,983,336,000 | 41 |
| Managed Assets ($) | $27,789,237,000 | 27 |
| Personal trust and agency accounts, managed assets | $14,407,379,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $328,718,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $157,425,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $1,273,633,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $9,194,349,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,925,368,000 | 20 |
| Other fiduciary accounts, managed assets | $502,365,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,243,702,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,194,099,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $6,946,193,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,438,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $992,158,000 | 29 |
| Other retirement accounts, non-managed assets | $231,551,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $873,441,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $46,459,000 | 47 |
| Other fiduciary accounts, non-managed assets | $60,859,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,331,852,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $55,555,000 | 69 |
| 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 | $36,547,369,000 | 41 |
| Managed Assets ($) | $27,806,899,000 | 26 |
| Personal trust and agency accounts, managed assets | $14,527,983,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $334,651,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $157,142,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $1,290,056,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $9,315,109,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,657,104,000 | 24 |
| Other fiduciary accounts, managed assets | $524,854,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,261,242,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,740,470,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $6,275,731,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,539,000 | 155 |
| Employee benefit-defined benefit accounts, non-managed Assets | $992,150,000 | 30 |
| Other retirement accounts, non-managed assets | $232,800,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $1,084,590,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $47,968,000 | 47 |
| Other fiduciary accounts, non-managed assets | $62,692,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,759,255,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $55,580,000 | 78 |
| 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 | $36,802,539,000 | 44 |
| Managed Assets ($) | $28,438,630,000 | 26 |
| Personal trust and agency accounts, managed assets | $14,572,258,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $342,347,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $161,509,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $1,246,301,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $9,709,756,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,899,046,000 | 20 |
| Other fiduciary accounts, managed assets | $507,413,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,218,159,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,363,909,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $5,988,583,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,112,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $970,047,000 | 30 |
| Other retirement accounts, non-managed assets | $228,367,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $1,041,946,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $53,481,000 | 44 |
| Other fiduciary accounts, non-managed assets | $39,373,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,686,882,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $55,149,000 | 72 |
| 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 | $33,552,484,000 | 46 |
| Managed Assets ($) | $25,347,156,000 | 27 |
| Personal trust and agency accounts, managed assets | $13,405,505,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $335,495,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $157,143,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $1,203,725,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $8,464,727,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,314,769,000 | 27 |
| Other fiduciary accounts, managed assets | $465,792,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,175,786,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $4,467,370,000 | 9 |
| Non-managed Assets ($) | $8,205,328,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $5,877,706,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,950,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $944,881,000 | 32 |
| Other retirement accounts, non-managed assets | $265,261,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $1,026,242,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $51,746,000 | 43 |
| Other fiduciary accounts, non-managed assets | $542,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,811,986,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $53,530,000 | 86 |
| 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 | $31,289,857,000 | 46 |
| Managed Assets ($) | $23,364,927,000 | 28 |
| Personal trust and agency accounts, managed assets | $12,270,522,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $339,593,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $160,458,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $1,110,740,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $7,628,933,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,446,716,000 | 22 |
| Other fiduciary accounts, managed assets | $407,965,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,083,944,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,924,930,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $5,658,985,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $37,430,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $926,103,000 | 32 |
| Other retirement accounts, non-managed assets | $246,911,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $968,831,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,298,000 | 45 |
| Other fiduciary accounts, non-managed assets | $38,372,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,193,971,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $51,838,000 | 77 |
| 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 | $30,055,373,000 | 38 |
| Managed Assets ($) | $22,384,056,000 | 25 |
| Personal trust and agency accounts, managed assets | $12,294,238,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $357,430,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $163,000,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $1,130,102,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $6,813,389,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,199,954,000 | 24 |
| Other fiduciary accounts, managed assets | $425,943,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,102,344,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,671,317,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $5,347,389,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $39,876,000 | 159 |
| Employee benefit-defined benefit accounts, non-managed Assets | $932,602,000 | 29 |
| Other retirement accounts, non-managed assets | $251,802,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $1,010,408,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $49,015,000 | 37 |
| Other fiduciary accounts, non-managed assets | $40,225,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,294,874,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $52,223,000 | 77 |
| 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 | $31,533,781,000 | 39 |
| Managed Assets ($) | $23,555,289,000 | 26 |
| Personal trust and agency accounts, managed assets | $13,023,869,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $407,177,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $176,833,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $1,250,768,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $6,981,186,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $1,242,240,000 | 24 |
| Other fiduciary accounts, managed assets | $473,216,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,220,508,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,978,492,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $5,602,800,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $45,480,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $967,329,000 | 29 |
| Other retirement accounts, non-managed assets | $254,452,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $1,007,623,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,300,000 | 36 |
| Other fiduciary accounts, non-managed assets | $45,508,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,661,051,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $51,132,000 | 77 |
| 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 | $31,488,181,000 | 37 |
| Managed Assets ($) | $23,646,197,000 | 26 |
| Personal trust and agency accounts, managed assets | $13,409,370,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $426,600,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $188,810,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $1,303,529,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $6,635,977,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,218,555,000 | 24 |
| Other fiduciary accounts, managed assets | $463,356,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,266,255,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,350,445,000 | 8 |
| Non-managed Assets ($) | $7,841,984,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $5,386,576,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,083,000 | 153 |
| Employee benefit-defined benefit accounts, non-managed Assets | $976,346,000 | 29 |
| Other retirement accounts, non-managed assets | $267,701,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $1,035,126,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $63,705,000 | 34 |
| Other fiduciary accounts, non-managed assets | $49,447,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $32,639,706,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $55,222,000 | 86 |
| 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 | $32,383,333,000 | 36 |
| Managed Assets ($) | $22,499,823,000 | 26 |
| Personal trust and agency accounts, managed assets | $12,862,417,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $409,496,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $189,489,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $1,224,632,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $6,522,767,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $957,858,000 | 30 |
| Other fiduciary accounts, managed assets | $333,164,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,188,035,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,883,510,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $7,650,120,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $49,867,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $925,396,000 | 29 |
| Other retirement accounts, non-managed assets | $244,790,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $906,779,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,043,000 | 33 |
| Other fiduciary accounts, non-managed assets | $46,515,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $28,141,024,000 | 35 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $53,676,000 | 73 |
| 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 | $31,141,739,000 | 35 |
| Managed Assets ($) | $21,758,630,000 | 27 |
| Personal trust and agency accounts, managed assets | $12,403,394,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $413,493,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $188,188,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $1,216,319,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $6,192,550,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,003,426,000 | 28 |
| Other fiduciary accounts, managed assets | $341,260,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,179,940,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,383,109,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $7,291,857,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $46,387,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $893,513,000 | 29 |
| Other retirement accounts, non-managed assets | $243,712,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $860,376,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $47,264,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,063,718,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $52,558,000 | 83 |
| 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 | $30,058,610,000 | 35 |
| Managed Assets ($) | $20,916,445,000 | 26 |
| Personal trust and agency accounts, managed assets | $11,509,156,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $393,270,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $181,165,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $1,168,567,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $6,367,622,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $978,403,000 | 29 |
| Other fiduciary accounts, managed assets | $318,262,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,138,884,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,142,165,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $7,223,652,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $42,837,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $810,433,000 | 30 |
| Other retirement accounts, non-managed assets | $240,463,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $780,123,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $44,657,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,676,322,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $51,621,000 | 77 |
| 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 | $29,422,916,000 | 36 |
| Managed Assets ($) | $20,352,573,000 | 27 |
| Personal trust and agency accounts, managed assets | $11,398,301,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $381,945,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $179,879,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $1,126,279,000 | 25 |
| Corporate trust and agency accounts, managed assets | $2,689,000 | 67 |
| Investment management and investment advisory agency accounts, managed assets | $6,066,445,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $901,283,000 | 31 |
| Other fiduciary accounts, managed assets | $295,752,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,097,126,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,776,760,000 | 10 |
| Non-managed Assets ($) | $9,070,343,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $7,212,964,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,049,000 | 172 |
| Employee benefit-defined benefit accounts, non-managed Assets | $764,908,000 | 31 |
| Other retirement accounts, non-managed assets | $270,353,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $3,208,000 | 100 |
| Investment management and advisory agency accounts, non-managed assets | $737,640,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $40,221,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,039,354,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $51,759,000 | 86 |
| 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 | $28,436,048,000 | 35 |
| Managed Assets ($) | $19,868,368,000 | 27 |
| Personal trust and agency accounts, managed assets | $10,958,497,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $373,863,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $163,809,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $1,023,184,000 | 25 |
| Corporate trust and agency accounts, managed assets | $5,193,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $6,205,118,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $859,863,000 | 30 |
| Other fiduciary accounts, managed assets | $278,841,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $998,074,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,567,680,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $6,834,681,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $38,178,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $727,477,000 | 31 |
| Other retirement accounts, non-managed assets | $170,554,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $90,948,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | $667,928,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $37,914,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,247,184,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $49,090,000 | 73 |
| 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 | $28,266,091,000 | 34 |
| Managed Assets ($) | $19,800,414,000 | 25 |
| Personal trust and agency accounts, managed assets | $11,082,284,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $361,214,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $153,026,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $957,015,000 | 25 |
| Corporate trust and agency accounts, managed assets | $1,749,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $6,186,936,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $786,313,000 | 31 |
| Other fiduciary accounts, managed assets | $271,877,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $929,734,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,465,677,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $6,822,729,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $40,991,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $681,560,000 | 32 |
| Other retirement accounts, non-managed assets | $246,931,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $2,910,000 | 71 |
| Investment management and advisory agency accounts, non-managed assets | $602,161,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $68,395,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,289,034,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $41,500,000 | 91 |
| 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 | $27,488,356,000 | 35 |
| Managed Assets ($) | $19,094,309,000 | 26 |
| Personal trust and agency accounts, managed assets | $10,537,584,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $320,218,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $151,413,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $857,648,000 | 25 |
| Corporate trust and agency accounts, managed assets | $1,624,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $6,256,010,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $720,018,000 | 31 |
| Other fiduciary accounts, managed assets | $249,794,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $829,247,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,394,047,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $6,859,907,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $31,187,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $686,308,000 | 31 |
| Other retirement accounts, non-managed assets | $245,656,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $2,992,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | $505,853,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $62,144,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,910,187,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $38,737,000 | 89 |
| 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 | $29,315,328,000 | 35 |
| Managed Assets ($) | $20,919,484,000 | 26 |
| Personal trust and agency accounts, managed assets | $11,382,092,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $353,348,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $171,583,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $1,005,190,000 | 26 |
| Corporate trust and agency accounts, managed assets | $1,839,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $6,965,811,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $752,685,000 | 32 |
| Other fiduciary accounts, managed assets | $286,936,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $973,541,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,357,398,000 | 11 |
| Non-managed Assets ($) | $8,395,844,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $6,626,827,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,739,000 | 183 |
| Employee benefit-defined benefit accounts, non-managed Assets | $675,701,000 | 32 |
| Other retirement accounts, non-managed assets | $405,719,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $3,297,000 | 93 |
| Investment management and advisory agency accounts, non-managed assets | $540,716,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $108,845,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,165,977,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $108,705,000 | 52 |
| 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 | $27,650,871,000 | 37 |
| Managed Assets ($) | $19,566,732,000 | 27 |
| Personal trust and agency accounts, managed assets | $10,870,857,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $370,448,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $165,684,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $903,472,000 | 28 |
| Corporate trust and agency accounts, managed assets | $1,787,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $6,325,925,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $680,463,000 | 35 |
| Other fiduciary accounts, managed assets | $248,096,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $872,739,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,084,139,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $6,430,172,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $34,502,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $669,405,000 | 33 |
| Other retirement accounts, non-managed assets | $324,416,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $2,922,000 | 67 |
| Investment management and advisory agency accounts, non-managed assets | $529,200,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $93,522,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,655,560,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $42,010,000 | 88 |
| 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 | $26,408,020,000 | 36 |
| Managed Assets ($) | $18,595,731,000 | 27 |
| Personal trust and agency accounts, managed assets | $10,313,062,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $367,546,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $159,181,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $866,440,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $5,987,320,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $658,004,000 | 34 |
| Other fiduciary accounts, managed assets | $244,178,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $837,141,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,812,289,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $6,180,256,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $43,439,000 | 160 |
| Employee benefit-defined benefit accounts, non-managed Assets | $652,736,000 | 33 |
| Other retirement accounts, non-managed assets | $325,024,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $2,660,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | $505,537,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
| Other fiduciary accounts, non-managed assets | $102,637,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,478,668,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $41,739,000 | 95 |
| 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 | $26,408,611,000 | 36 |
| Managed Assets ($) | $18,840,393,000 | 27 |
| Personal trust and agency accounts, managed assets | $10,377,584,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $358,052,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $154,584,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $825,210,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $6,248,080,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $651,131,000 | 34 |
| Other fiduciary accounts, managed assets | $225,752,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $783,160,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,568,218,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $5,925,388,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $44,066,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $644,713,000 | 33 |
| Other retirement accounts, non-managed assets | $333,998,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $2,398,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $510,559,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $107,096,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,047,576,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $46,085,000 | 84 |
| 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 | $20,513,109,000 | 41 |
| Managed Assets ($) | $15,999,329,000 | 29 |
| Personal trust and agency accounts, managed assets | $8,163,840,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $323,472,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $141,436,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $762,668,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $6,045,143,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $562,770,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $723,148,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,298,467,000 | 12 |
| Non-managed Assets ($) | $4,513,780,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $3,169,294,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $41,837,000 | 170 |
| Employee benefit-defined benefit accounts, non-managed Assets | $635,498,000 | 34 |
| Other retirement accounts, non-managed assets | $216,662,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $2,376,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $448,113,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,835,780,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $43,670,000 | 91 |
| 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 | $21,232,074,000 | 41 |
| Managed Assets ($) | $16,393,361,000 | 30 |
| Personal trust and agency accounts, managed assets | $8,409,434,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,244,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $175,583,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $827,248,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $6,070,665,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $572,187,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $785,876,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,838,713,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $3,425,397,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,084,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $632,830,000 | 34 |
| Other retirement accounts, non-managed assets | $231,025,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $1,919,000 | 77 |
| Investment management and advisory agency accounts, non-managed assets | $496,458,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,812,808,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $47,086,000 | 80 |
| 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 | $19,920,366,000 | 42 |
| Managed Assets ($) | $15,142,756,000 | 31 |
| Personal trust and agency accounts, managed assets | $7,933,706,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $333,450,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $160,302,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $782,932,000 | 30 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $5,364,896,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $567,470,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $741,554,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,777,610,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $3,432,375,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $53,005,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $625,031,000 | 35 |
| Other retirement accounts, non-managed assets | $227,595,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $1,911,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $437,693,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,100,001,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $45,880,000 | 84 |
| 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 | $19,527,832,000 | 42 |
| Managed Assets ($) | $14,965,267,000 | 31 |
| Personal trust and agency accounts, managed assets | $8,010,518,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $335,931,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $158,238,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $777,779,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $5,042,041,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $640,760,000 | 32 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $737,338,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,562,565,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $3,286,825,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,540,000 | 161 |
| Employee benefit-defined benefit accounts, non-managed Assets | $750,309,000 | 33 |
| Other retirement accounts, non-managed assets | $226,920,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $2,379,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | $245,592,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,977,215,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $46,659,000 | 83 |
| 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 | $18,538,519,000 | 42 |
| Managed Assets ($) | $14,029,265,000 | 32 |
| Personal trust and agency accounts, managed assets | $7,839,405,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,411,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $157,845,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $778,539,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $4,323,114,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $591,951,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $739,174,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,535,689,000 | 12 |
| Non-managed Assets ($) | $4,509,254,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $3,294,828,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $50,566,000 | 163 |
| Employee benefit-defined benefit accounts, non-managed Assets | $737,606,000 | 35 |
| Other retirement accounts, non-managed assets | $228,623,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $2,381,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $195,250,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,767,524,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $47,560,000 | 87 |
| 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 | $17,931,686,000 | 42 |
| Managed Assets ($) | $13,422,850,000 | 32 |
| Personal trust and agency accounts, managed assets | $7,204,082,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $316,819,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $158,162,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $743,508,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $4,373,439,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $626,840,000 | 34 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $702,122,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,508,836,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $3,290,475,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $51,378,000 | 156 |
| Employee benefit-defined benefit accounts, non-managed Assets | $710,358,000 | 34 |
| Other retirement accounts, non-managed assets | $268,265,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $1,609,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $186,639,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $112,000 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,567,282,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $47,312,000 | 82 |
| 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 | $17,269,169,000 | 42 |
| Managed Assets ($) | $12,733,566,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,884,752,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $305,747,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $152,773,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $709,088,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,082,477,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $598,729,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $668,591,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,535,603,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $3,296,217,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $86,773,000 | 131 |
| Employee benefit-defined benefit accounts, non-managed Assets | $702,174,000 | 33 |
| Other retirement accounts, non-managed assets | $268,589,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $1,776,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $179,963,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $111,000 | 139 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,217,722,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $48,241,000 | 83 |
| 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 | $23,154,564,000 | 38 |
| Managed Assets ($) | $12,115,637,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,746,878,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $303,768,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $143,969,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $672,493,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $3,641,149,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $607,380,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $364,093,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,038,927,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $3,256,307,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,142,923,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $923,573,000 | 32 |
| Other retirement accounts, non-managed assets | $566,339,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $2,367,000 | 86 |
| Investment management and advisory agency accounts, non-managed assets | $147,309,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $109,000 | 138 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,814,330,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $50,664,000 | 76 |
| 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 | $22,508,983,000 | 38 |
| Managed Assets ($) | $11,638,572,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,565,605,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $289,933,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $145,293,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $629,143,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $3,463,790,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $544,808,000 | 40 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $601,208,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,327,113,000 | 11 |
| Non-managed Assets ($) | $10,870,411,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $3,291,839,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,880,674,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $899,757,000 | 32 |
| Other retirement accounts, non-managed assets | $671,815,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $1,967,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $124,251,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $108,000 | 181 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,675,133,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $47,162,000 | 80 |
| 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 | $22,382,081,000 | 37 |
| Managed Assets ($) | $11,509,999,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,675,527,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $286,475,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $158,300,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $609,741,000 | 31 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,294,557,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $485,399,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $584,259,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,872,082,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $3,246,649,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,932,819,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $894,632,000 | 32 |
| Other retirement accounts, non-managed assets | $675,004,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $1,798,000 | 90 |
| Investment management and advisory agency accounts, non-managed assets | $121,071,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $109,000 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,713,645,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $45,888,000 | 82 |
| 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 | $21,791,622,000 | 37 |
| Managed Assets ($) | $11,310,238,000 | 34 |
| Personal trust and agency accounts, managed assets | $6,623,848,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $282,366,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $148,146,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $586,437,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $3,204,449,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $464,992,000 | 43 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $561,843,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,481,384,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $3,121,848,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,646,482,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $878,137,000 | 32 |
| Other retirement accounts, non-managed assets | $665,701,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $1,797,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | $167,311,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $108,000 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,505,222,000 | 36 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $46,010,000 | 80 |
| 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 | $21,515,912,000 | 37 |
| Managed Assets ($) | $10,977,295,000 | 34 |
| Personal trust and agency accounts, managed assets | $6,240,118,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $281,736,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $262,546,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $563,914,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $3,175,432,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $453,549,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $540,648,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,538,617,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $3,130,451,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,788,163,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $835,807,000 | 32 |
| Other retirement accounts, non-managed assets | $634,757,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $1,930,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | $147,509,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,657,394,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $46,292,000 | 75 |
| 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 | $22,078,123,000 | 36 |
| Managed Assets ($) | $11,571,993,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,207,955,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $275,059,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $258,607,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $551,067,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $3,813,329,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $448,214,000 | 42 |
| Other fiduciary accounts, managed assets | $17,762,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $527,916,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,994,107,000 | 13 |
| Non-managed Assets ($) | $10,506,130,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $3,111,026,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,792,654,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $938,597,000 | 32 |
| Other retirement accounts, non-managed assets | $599,663,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $1,930,000 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $62,260,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,863,612,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $46,090,000 | 76 |
| 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 | $21,547,811,000 | 36 |
| Managed Assets ($) | $11,221,312,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,139,833,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $262,074,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $266,039,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $538,306,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,574,241,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $440,819,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $512,614,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,326,499,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $3,036,444,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,648,797,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $900,901,000 | 30 |
| Other retirement accounts, non-managed assets | $679,000,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $1,766,000 | 87 |
| Investment management and advisory agency accounts, non-managed assets | $59,591,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,764,178,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $47,450,000 | 75 |
| 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 | $22,698,663,000 | 37 |
| Managed Assets ($) | $11,497,470,000 | 35 |
| Personal trust and agency accounts, managed assets | $6,374,985,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $270,016,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $274,603,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $555,247,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $3,608,441,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $414,178,000 | 45 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $527,536,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,201,193,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $3,031,791,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,771,915,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $955,915,000 | 31 |
| Other retirement accounts, non-managed assets | $403,266,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $514,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $30,135,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,393,000 | 89 |
| Other fiduciary accounts, non-managed assets | $2,264,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,249,019,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $48,292,000 | 80 |
| 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 | $22,664,075,000 | 37 |
| Managed Assets ($) | $11,845,791,000 | 34 |
| Personal trust and agency accounts, managed assets | $6,714,568,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $266,967,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $253,254,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $536,791,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $3,677,013,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $397,198,000 | 45 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $510,375,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,818,284,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $2,602,110,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,829,614,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $947,536,000 | 31 |
| Other retirement accounts, non-managed assets | $400,705,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $514,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $30,145,000 | 66 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,391,000 | 90 |
| Other fiduciary accounts, non-managed assets | $2,269,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,644,061,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $45,825,000 | 88 |
| 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 | $22,356,107,000 | 36 |
| Managed Assets ($) | $10,927,437,000 | 34 |
| Personal trust and agency accounts, managed assets | $6,508,665,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $253,821,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $258,705,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $530,065,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $2,979,878,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $396,303,000 | 43 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $502,892,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,581,794,000 | 15 |
| Non-managed Assets ($) | $11,428,670,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $2,565,309,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,126,963,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,295,104,000 | 30 |
| Other retirement accounts, non-managed assets | $403,070,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $514,000 | 163 |
| Investment management and advisory agency accounts, non-managed assets | $30,060,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,389,000 | 99 |
| Other fiduciary accounts, non-managed assets | $2,261,000 | 85 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,223,770,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $43,501,000 | 93 |
| 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 | $27,717,828,000 | 32 |
| Managed Assets ($) | $10,957,187,000 | 34 |
| Personal trust and agency accounts, managed assets | $6,494,886,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $252,280,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $262,623,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $529,730,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $3,019,283,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $398,385,000 | 43 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $502,736,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,760,641,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $2,572,678,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,657,929,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,854,372,000 | 26 |
| Other retirement accounts, non-managed assets | $637,376,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $514,000 | 107 |
| Investment management and advisory agency accounts, non-managed assets | $30,104,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $5,400,000 | 89 |
| Other fiduciary accounts, non-managed assets | $2,268,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,922,711,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $44,329,000 | 83 |
| 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 | $20,320,857,000 | 37 |
| Managed Assets ($) | $10,307,490,000 | 35 |
| Personal trust and agency accounts, managed assets | $5,841,426,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $245,659,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $284,338,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $520,448,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,159,306,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $256,313,000 | 55 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $493,196,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,013,367,000 | 36 |
| Personal trust and agency accounts, non-managed assets | $2,591,350,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,960,019,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,016,471,000 | 31 |
| Other retirement accounts, non-managed assets | $442,751,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $514,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $2,262,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,666,827,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $45,501,000 | 83 |
| 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 | $19,265,397,000 | 38 |
| Managed Assets ($) | $9,994,700,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,785,850,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $233,724,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $250,540,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $488,848,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,990,232,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $245,506,000 | 54 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $465,089,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,270,697,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $2,076,279,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,789,435,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $968,395,000 | 33 |
| Other retirement accounts, non-managed assets | $433,810,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $514,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $2,264,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,663,467,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $45,678,000 | 83 |
| 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 | $18,725,904,000 | 37 |
| Managed Assets ($) | $9,492,516,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,627,321,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $196,433,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $244,963,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $468,587,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $2,709,272,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $245,940,000 | 53 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $445,517,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,204,171,000 | 19 |
| Non-managed Assets ($) | $9,233,388,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $2,086,680,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,784,729,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $937,186,000 | 33 |
| Other retirement accounts, non-managed assets | $412,904,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $514,000 | 163 |
| Investment management and advisory agency accounts, non-managed assets | $9,120,000 | 129 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $2,255,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,045,090,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $45,403,000 | 92 |
| 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 | $17,561,566,000 | 38 |
| Managed Assets ($) | $8,797,519,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,209,187,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,354,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $239,940,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $441,537,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $2,487,092,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $250,409,000 | 52 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $419,357,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,764,047,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $1,993,232,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,461,857,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $892,504,000 | 34 |
| Other retirement accounts, non-managed assets | $401,334,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $514,000 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $12,345,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $2,261,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,189,431,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $43,311,000 | 88 |
| 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 | $17,185,942,000 | 39 |
| Managed Assets ($) | $8,751,099,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,127,149,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,159,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $233,461,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $418,623,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,550,052,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $253,406,000 | 50 |
| Other fiduciary accounts, managed assets | $2,249,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $397,109,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,434,843,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $1,962,700,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,213,694,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $857,430,000 | 33 |
| Other retirement accounts, non-managed assets | $395,701,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $514,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $4,804,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,304,343,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $47,929,000 | 83 |
| 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 | $17,612,417,000 | 38 |
| Managed Assets ($) | $8,723,148,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,231,307,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $165,748,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $231,940,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $411,159,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $2,418,717,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $264,277,000 | 50 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $389,893,000 | 31 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,889,269,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $2,491,645,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,176,165,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $832,575,000 | 34 |
| Other retirement accounts, non-managed assets | $388,370,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $514,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,119,398,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $47,140,000 | 79 |
| 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 | $17,102,110,000 | 38 |
| Managed Assets ($) | $8,508,173,000 | 35 |
| Personal trust and agency accounts, managed assets | $5,093,772,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $159,467,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $225,942,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $391,288,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $2,384,597,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $253,107,000 | 49 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $370,277,000 | 30 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $690,472,000 | 22 |
| Non-managed Assets ($) | $8,593,937,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $2,524,932,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,907,086,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $795,462,000 | 35 |
| Other retirement accounts, non-managed assets | $365,942,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $515,000 | 180 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,238,904,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $44,156,000 | 92 |
| 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 | $16,742,552,000 | 37 |
| Managed Assets ($) | $8,300,355,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,995,209,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,314,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $249,071,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $370,227,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,273,820,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $253,714,000 | 46 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $348,646,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,442,197,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $2,454,335,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,864,592,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $762,238,000 | 35 |
| Other retirement accounts, non-managed assets | $360,519,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $513,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,677,499,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $43,315,000 | 80 |
| 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 | $16,064,156,000 | 38 |
| Managed Assets ($) | $8,049,173,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,906,970,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,683,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $252,255,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $355,045,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $2,105,845,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $276,375,000 | 40 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $328,341,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,014,983,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $2,459,242,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,571,916,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $678,495,000 | 35 |
| Other retirement accounts, non-managed assets | $301,333,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $3,997,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,569,091,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $41,341,000 | 82 |
| 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 | $15,684,682,000 | 38 |
| Managed Assets ($) | $8,236,640,000 | 35 |
| Personal trust and agency accounts, managed assets | $4,930,496,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $163,110,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $234,314,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $349,867,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,269,486,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $289,367,000 | 41 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $322,993,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,448,042,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,815,230,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,654,471,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $666,553,000 | 35 |
| Other retirement accounts, non-managed assets | $301,739,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $4,123,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $5,926,000 | 103 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,370,226,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $40,769,000 | 79 |
| 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 | $13,267,665,000 | 43 |
| Managed Assets ($) | $7,940,049,000 | 35 |
| Personal trust and agency accounts, managed assets | $4,724,493,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $149,409,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $219,073,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $335,463,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $2,229,362,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $282,249,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $311,058,000 | 32 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $739,305,000 | 23 |
| Non-managed Assets ($) | $5,327,616,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $145,588,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,255,596,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $629,264,000 | 35 |
| Other retirement accounts, non-managed assets | $286,956,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $10,212,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,580,164,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $36,518,000 | 98 |
| 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 | $12,503,988,000 | 45 |
| Managed Assets ($) | $7,440,064,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,580,760,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $157,930,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $214,505,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $322,977,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,879,310,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $284,582,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $298,563,000 | 33 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,063,924,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $123,685,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,041,537,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $601,725,000 | 37 |
| Other retirement accounts, non-managed assets | $292,506,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $4,470,000 | 82 |
| Investment management and advisory agency accounts, non-managed assets | $1,000 | 184 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,545,501,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $37,977,000 | 80 |
| 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 | $13,173,118,000 | 47 |
| Managed Assets ($) | $7,616,390,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,724,664,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $183,002,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $225,299,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $346,535,000 | 37 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,849,016,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $287,874,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $321,062,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,556,728,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $116,742,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,484,131,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $653,378,000 | 38 |
| Other retirement accounts, non-managed assets | $297,452,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $5,025,000 | 81 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,124,043,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $38,456,000 | 77 |
| 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 | $13,429,612,000 | 45 |
| Managed Assets ($) | $7,895,300,000 | 39 |
| Personal trust and agency accounts, managed assets | $4,709,511,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $191,650,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $211,971,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $333,361,000 | 37 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $2,160,585,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $288,222,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $309,589,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,534,312,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $125,773,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,485,253,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $612,377,000 | 38 |
| Other retirement accounts, non-managed assets | $305,574,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $5,335,000 | 79 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,787,465,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $40,580,000 | 76 |
| 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 | $13,356,552,000 | 44 |
| Managed Assets ($) | $8,056,816,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,718,867,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,513,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $197,452,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $314,465,000 | 37 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $2,340,321,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $305,198,000 | 38 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $290,745,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $532,648,000 | 28 |
| Non-managed Assets ($) | $5,299,736,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $122,858,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,311,322,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $573,079,000 | 39 |
| Other retirement accounts, non-managed assets | $284,772,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $7,705,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,696,920,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $40,837,000 | 92 |
| 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 | $12,860,942,000 | 45 |
| Managed Assets ($) | $7,892,567,000 | 35 |
| Personal trust and agency accounts, managed assets | $4,631,023,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $165,504,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $195,600,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $283,934,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $2,310,800,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $305,706,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $260,512,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,968,375,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $119,409,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,067,557,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $498,556,000 | 42 |
| Other retirement accounts, non-managed assets | $274,048,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $8,805,000 | 85 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,469,083,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $40,326,000 | 75 |
| 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 | $12,411,051,000 | 45 |
| Managed Assets ($) | $7,697,826,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,486,720,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $158,553,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $183,660,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $271,428,000 | 37 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $2,297,000,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $300,465,000 | 34 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $249,869,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,713,225,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $136,991,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,793,624,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $472,410,000 | 40 |
| Other retirement accounts, non-managed assets | $266,367,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $4,464,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | $39,369,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,898,172,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $39,295,000 | 73 |
| 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 | $13,097,336,000 | 45 |
| Managed Assets ($) | $8,146,909,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,599,850,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $167,830,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $412,543,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $319,959,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $2,331,082,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $315,645,000 | 33 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $261,002,000 | 34 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,950,427,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $144,518,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,976,632,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $484,054,000 | 41 |
| Other retirement accounts, non-managed assets | $266,363,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $4,434,000 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $73,995,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $431,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,417,974,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $41,736,000 | 69 |
| 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 | $12,672,728,000 | 47 |
| Managed Assets ($) | $7,899,455,000 | 39 |
| Personal trust and agency accounts, managed assets | $4,343,610,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $163,457,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $403,011,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $306,662,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $2,367,003,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $315,712,000 | 33 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $248,498,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $464,430,000 | 34 |
| Non-managed Assets ($) | $4,773,273,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $138,811,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,899,033,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $466,716,000 | 40 |
| Other retirement accounts, non-managed assets | $250,496,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $5,808,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | $12,286,000 | 76 |
| Foundation and endowment trust and agency accounts, non-managed assets | $123,000 | 171 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,720,805,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $44,153,000 | 91 |
| 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 | $13,038,298,000 | 49 |
| Managed Assets ($) | $8,381,490,000 | 42 |
| Personal trust and agency accounts, managed assets | $4,027,402,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,163,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $391,058,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $281,691,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $3,527,176,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,656,808,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $223,059,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,700,963,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $445,695,000 | 43 |
| Other retirement accounts, non-managed assets | $282,199,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $4,892,000 | 99 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,269,446,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,143,199,000 | 49 |
| Managed Assets ($) | $7,990,522,000 | 42 |
| Personal trust and agency accounts, managed assets | $3,990,128,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $147,623,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $362,587,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $269,684,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $3,220,500,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,152,677,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $101,928,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,343,009,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $404,735,000 | 42 |
| Other retirement accounts, non-managed assets | $295,182,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $7,823,000 | 95 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,320,687,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,673,286,000 | 47 |
| Managed Assets ($) | $7,462,908,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,858,786,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,834,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $311,905,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $242,419,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $2,918,964,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,210,378,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $495,365,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,991,987,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $376,797,000 | 41 |
| Other retirement accounts, non-managed assets | $337,236,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $8,993,000 | 91 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,448,714,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,124,736,000 | 48 |
| Managed Assets ($) | $7,666,779,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,773,887,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,546,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $293,653,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $246,099,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $3,220,594,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,457,957,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $478,943,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,104,231,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $386,993,000 | 45 |
| Other retirement accounts, non-managed assets | $474,661,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $13,129,000 | 111 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,945,935,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,387,480,000 | 50 |
| Managed Assets ($) | $7,262,347,000 | 45 |
| Personal trust and agency accounts, managed assets | $3,833,193,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,211,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $324,910,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $291,550,000 | 38 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $2,672,483,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,125,133,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $529,911,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,613,792,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $438,805,000 | 46 |
| Other retirement accounts, non-managed assets | $533,545,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $9,080,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,969,925,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,725,548,000 | 56 |
| Managed Assets ($) | $7,051,572,000 | 50 |
| Personal trust and agency accounts, managed assets | $3,746,177,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,780,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $344,149,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $276,004,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $2,532,462,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,673,976,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $689,101,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,902,933,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $475,728,000 | 46 |
| Other retirement accounts, non-managed assets | $594,717,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $11,497,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,285,752,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,313,923,000 | 52 |
| Managed Assets ($) | $7,605,255,000 | 47 |
| Personal trust and agency accounts, managed assets | $3,719,752,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $160,075,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $341,906,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $270,097,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $3,113,425,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,708,668,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $743,224,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,927,801,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $410,160,000 | 48 |
| Other retirement accounts, non-managed assets | $614,714,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $12,769,000 | 93 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,418,750,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,103,716,000 | 51 |
| Managed Assets ($) | $7,379,132,000 | 47 |
| Personal trust and agency accounts, managed assets | $3,490,212,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $157,666,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $335,062,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $266,539,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $3,129,653,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,724,584,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $723,187,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,986,329,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $456,567,000 | 48 |
| Other retirement accounts, non-managed assets | $552,100,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $6,401,000 | 136 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,566,527,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,855,744,000 | 51 |
| Managed Assets ($) | $7,063,994,000 | 49 |
| Personal trust and agency accounts, managed assets | $3,372,868,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $157,722,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $330,085,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $261,843,000 | 43 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $2,941,476,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,791,750,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $744,822,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,024,719,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $447,857,000 | 49 |
| Other retirement accounts, non-managed assets | $567,607,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $6,745,000 | 94 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,786,316,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,144,442,000 | 55 |
| Managed Assets ($) | $6,458,300,000 | 49 |
| Personal trust and agency accounts, managed assets | $3,166,256,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $152,423,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $290,961,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $243,214,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $2,605,446,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,686,142,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $743,373,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,950,199,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $420,479,000 | 51 |
| Other retirement accounts, non-managed assets | $565,000,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $7,091,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,992,046,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,224,946,000 | 58 |
| Managed Assets ($) | $5,996,903,000 | 50 |
| Personal trust and agency accounts, managed assets | $3,109,251,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $143,885,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $279,820,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $231,098,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,232,849,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,228,043,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $707,660,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,735,178,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $222,883,000 | 59 |
| Other retirement accounts, non-managed assets | $554,879,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $7,443,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,248,517,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,964,743,000 | 58 |
| Managed Assets ($) | $5,921,380,000 | 50 |
| Personal trust and agency accounts, managed assets | $3,024,383,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,832,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $275,197,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $215,558,000 | 43 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $2,239,410,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,043,363,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $703,225,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,586,204,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $220,231,000 | 59 |
| Other retirement accounts, non-managed assets | $525,727,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $7,976,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,737,213,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,657,488,000 | 60 |
| Managed Assets ($) | $5,933,276,000 | 53 |
| Personal trust and agency accounts, managed assets | $3,048,618,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $156,262,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $267,849,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $206,123,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,254,424,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,724,212,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $682,679,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,305,186,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $226,576,000 | 63 |
| Other retirement accounts, non-managed assets | $501,935,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $7,836,000 | 102 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,799,288,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,224,056,000 | 64 |
| Managed Assets ($) | $5,519,179,000 | 57 |
| Personal trust and agency accounts, managed assets | $2,516,942,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $150,163,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $197,648,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $201,347,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $2,453,079,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,704,877,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $642,963,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,337,980,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $221,999,000 | 66 |
| Other retirement accounts, non-managed assets | $494,394,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $7,541,000 | 106 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,616,823,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,091,567,000 | 63 |
| Managed Assets ($) | $5,467,346,000 | 58 |
| Personal trust and agency accounts, managed assets | $2,596,931,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $149,866,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $191,690,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $195,449,000 | 51 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $2,333,410,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,624,221,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $671,074,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,257,926,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $219,250,000 | 66 |
| Other retirement accounts, non-managed assets | $468,566,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $7,405,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,200,797,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,689,685,000 | 64 |
| Managed Assets ($) | $5,364,408,000 | 59 |
| Personal trust and agency accounts, managed assets | $2,559,505,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,583,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $61,056,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $286,528,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $2,318,736,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,325,277,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $639,575,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,986,339,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $262,472,000 | 59 |
| Other retirement accounts, non-managed assets | $432,873,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $4,018,000 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,292,549,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,458,047,000 | 63 |
| Managed Assets ($) | $4,995,106,000 | 62 |
| Personal trust and agency accounts, managed assets | $2,300,571,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,395,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $48,728,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $291,425,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $2,213,987,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,462,941,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $651,521,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,917,088,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $250,095,000 | 60 |
| Other retirement accounts, non-managed assets | $423,768,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $220,469,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,024,855,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,480,862,000 | 68 |
| Managed Assets ($) | $4,105,132,000 | 65 |
| Personal trust and agency accounts, managed assets | $1,925,600,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,117,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $48,142,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $283,947,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $1,705,326,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,375,730,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $649,870,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,834,045,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $201,250,000 | 63 |
| Other retirement accounts, non-managed assets | $454,968,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $235,597,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,923,475,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,145,514,000 | 71 |
| Managed Assets ($) | $3,870,817,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,817,399,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,739,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $44,416,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $170,799,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $1,702,464,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,274,697,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $641,973,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,744,013,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,829,000 | 67 |
| Other retirement accounts, non-managed assets | $450,070,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $247,812,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,646,648,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,102,308,000 | 72 |
| Managed Assets ($) | $3,814,632,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,746,174,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $142,896,000 | 65 |
| Employee benefit-defined benefit accounts, managed assets | $44,137,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $170,667,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $1,710,758,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,287,676,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $648,174,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,726,821,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $198,106,000 | 67 |
| Other retirement accounts, non-managed assets | $453,326,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $261,249,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,604,230,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,652,563,000 | 70 |
| Managed Assets ($) | $3,620,678,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,645,443,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $117,512,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $43,688,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $167,704,000 | 58 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $1,646,331,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,031,885,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $616,665,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,522,709,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $183,121,000 | 68 |
| Other retirement accounts, non-managed assets | $434,291,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $275,099,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,971,933,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,140,534,000 | 72 |
| Managed Assets ($) | $3,215,803,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,621,823,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,316,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $44,556,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $130,178,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $1,297,930,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,924,731,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $604,547,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,510,304,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $169,136,000 | 70 |
| Other retirement accounts, non-managed assets | $334,763,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $305,981,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,605,468,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,789,474,000 | 74 |
| Managed Assets ($) | $3,190,810,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,535,534,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $120,108,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $41,090,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $125,281,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $1,368,797,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,598,664,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $379,347,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,387,230,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $165,269,000 | 70 |
| Other retirement accounts, non-managed assets | $338,832,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $327,986,000 | 65 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,583,524,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,218,124,000 | 79 |
| Managed Assets ($) | $2,885,148,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,417,316,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $112,651,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $39,246,000 | 111 |
| Other employee benefit and retirement-related accounts, managed assets | $117,446,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $1,198,489,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,332,976,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $375,748,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,130,059,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $162,732,000 | 72 |
| Other retirement accounts, non-managed assets | $317,401,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $347,036,000 | 70 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,042,158,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,738,717,000 | 81 |
| Managed Assets ($) | $2,631,850,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,196,140,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $106,593,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $37,377,000 | 118 |
| Other employee benefit and retirement-related accounts, managed assets | $112,963,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $1,178,777,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,106,867,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $358,073,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,888,130,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $149,611,000 | 77 |
| Other retirement accounts, non-managed assets | $321,142,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $389,911,000 | 72 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,046,699,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,510,561,000 | 82 |
| Managed Assets ($) | $2,501,459,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,085,752,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,044,000 | 85 |
| Employee benefit-defined benefit accounts, managed assets | $36,744,000 | 117 |
| Other employee benefit and retirement-related accounts, managed assets | $114,734,000 | 70 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $1,165,185,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,009,102,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $334,931,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,774,581,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $146,801,000 | 77 |
| Other retirement accounts, non-managed assets | $320,284,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $432,505,000 | 74 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,646,499,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,076,347,000 | 87 |
| Managed Assets ($) | $2,294,417,000 | 87 |
| Personal trust and agency accounts, managed assets | $1,027,155,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $87,203,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $31,328,000 | 124 |
| Other employee benefit and retirement-related accounts, managed assets | $102,235,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $1,046,496,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,781,930,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $292,900,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,579,657,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $126,477,000 | 81 |
| Other retirement accounts, non-managed assets | $308,293,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $474,603,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,089,222,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,147,135,000 | 82 |
| Managed Assets ($) | $2,327,283,000 | 88 |
| Personal trust and agency accounts, managed assets | $1,037,262,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,256,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $31,129,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $108,639,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $1,054,997,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,819,852,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $311,607,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,556,548,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $126,899,000 | 83 |
| Other retirement accounts, non-managed assets | $295,521,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $529,277,000 | 73 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,683,234,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,792,695,000 | 78 |
| Managed Assets ($) | $2,390,439,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,030,063,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,579,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $25,521,000 | 136 |
| Other employee benefit and retirement-related accounts, managed assets | $117,037,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $1,095,239,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,402,256,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $373,501,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,863,972,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $90,990,000 | 83 |
| Other retirement accounts, non-managed assets | $304,436,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $769,357,000 | 64 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,537,020,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |