Home > Commerce Bank > Total Fiduciary and Related Assets
Commerce 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 | $42,418,205,000 | 38 |
| Managed Assets ($) | $41,211,620,000 | 20 |
| Personal trust and agency accounts, managed assets | $7,388,815,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,870,271,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,751,033,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,945,441,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $23,335,825,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $3,920,235,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,354,379,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,959,328,000 | 12 |
| Non-managed Assets ($) | $1,206,585,000 | 111 |
| Personal trust and agency accounts, non-managed assets | $193,008,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $919,432,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,894,000 | 57 |
| Other retirement accounts, non-managed assets | $0 | 603 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $27,000 | 323 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,224,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $26,463,829,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $109,498,000 | 55 |
| 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 | $39,129,059,000 | 38 |
| Managed Assets ($) | $37,920,247,000 | 21 |
| Personal trust and agency accounts, managed assets | $7,010,884,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,534,097,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,599,539,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,738,811,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $21,335,781,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,701,135,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,177,953,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,208,812,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $182,626,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $937,787,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $82,264,000 | 54 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $28,000 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,107,000 | 96 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,923,507,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $105,851,000 | 46 |
| 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 | $40,695,407,000 | 38 |
| Managed Assets ($) | $39,506,424,000 | 21 |
| Personal trust and agency accounts, managed assets | $7,239,985,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,510,657,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $1,653,991,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $2,809,062,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $22,528,253,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,764,476,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,242,219,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,188,983,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $187,286,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $900,227,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $95,147,000 | 56 |
| Other retirement accounts, non-managed assets | $0 | 379 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $19,000 | 235 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,304,000 | 103 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,666,989,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $107,683,000 | 51 |
| 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 | $39,972,518,000 | 42 |
| Managed Assets ($) | $38,706,355,000 | 22 |
| Personal trust and agency accounts, managed assets | $7,104,131,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,733,921,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $1,618,313,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,722,454,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $21,852,498,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,675,038,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,127,029,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,266,163,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $186,548,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $915,768,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $89,796,000 | 61 |
| Other retirement accounts, non-managed assets | $0 | 296 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $67,696,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,355,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,063,778,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $107,577,000 | 46 |
| 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 | $38,520,315,000 | 41 |
| Managed Assets ($) | $37,285,460,000 | 21 |
| Personal trust and agency accounts, managed assets | $6,894,297,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,780,855,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,482,647,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,595,096,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $21,094,247,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $3,438,318,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,023,464,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,903,588,000 | 14 |
| Non-managed Assets ($) | $1,234,855,000 | 116 |
| Personal trust and agency accounts, non-managed assets | $188,481,000 | 101 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $951,557,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,561,000 | 65 |
| Other retirement accounts, non-managed assets | $0 | 587 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $21,000 | 335 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,235,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,788,531,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $106,330,000 | 54 |
| 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 | $36,322,897,000 | 41 |
| Managed Assets ($) | $35,127,212,000 | 20 |
| Personal trust and agency accounts, managed assets | $6,616,072,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,405,402,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,390,006,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,465,078,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $19,866,946,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $3,383,708,000 | 17 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,905,624,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,195,685,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $182,532,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $922,643,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $84,093,000 | 66 |
| Other retirement accounts, non-managed assets | $0 | 309 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $22,000 | 199 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,395,000 | 89 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,808,307,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $103,764,000 | 49 |
| 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 | $37,776,487,000 | 33 |
| Managed Assets ($) | $36,534,510,000 | 18 |
| Personal trust and agency accounts, managed assets | $6,881,094,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,452,870,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,434,618,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $2,546,368,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $20,761,019,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $3,458,541,000 | 14 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,950,528,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,241,977,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $184,364,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $961,871,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,995,000 | 61 |
| Other retirement accounts, non-managed assets | $0 | 345 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $23,000 | 219 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,724,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,854,730,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $141,723,000 | 43 |
| 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 | $42,392,272,000 | 33 |
| Managed Assets ($) | $40,850,879,000 | 18 |
| Personal trust and agency accounts, managed assets | $7,688,329,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,764,502,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,671,485,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $2,787,135,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $22,959,254,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $3,980,174,000 | 13 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,141,467,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,541,393,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $205,407,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,038,352,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,318,000 | 60 |
| Other retirement accounts, non-managed assets | $0 | 294 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $190,256,000 | 29 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,060,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $23,418,707,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $80,912,000 | 55 |
| 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 | $44,491,746,000 | 33 |
| Managed Assets ($) | $42,888,639,000 | 18 |
| Personal trust and agency accounts, managed assets | $7,985,665,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,864,355,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,777,374,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,908,611,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $24,129,721,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $4,222,913,000 | 13 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,223,421,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,406,279,000 | 11 |
| Non-managed Assets ($) | $1,603,107,000 | 90 |
| Personal trust and agency accounts, non-managed assets | $207,192,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,061,676,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,436,000 | 62 |
| Other retirement accounts, non-managed assets | $0 | 593 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $219,417,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,386,000 | 78 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,818,794,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $79,856,000 | 65 |
| 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 | $42,752,182,000 | 33 |
| Managed Assets ($) | $41,161,076,000 | 18 |
| Personal trust and agency accounts, managed assets | $7,730,177,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,705,455,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,752,227,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,797,324,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $23,066,611,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $4,109,282,000 | 13 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,115,348,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,591,106,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $205,745,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,073,723,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $105,649,000 | 62 |
| Other retirement accounts, non-managed assets | $0 | 283 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $198,213,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,776,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $24,005,202,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $79,185,000 | 53 |
| 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 | $42,227,429,000 | 33 |
| Managed Assets ($) | $40,782,424,000 | 19 |
| Personal trust and agency accounts, managed assets | $7,591,426,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,780,008,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,735,195,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,770,477,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $22,802,122,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $4,103,196,000 | 14 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $2,093,393,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,445,005,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $202,145,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,062,513,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $105,921,000 | 63 |
| Other retirement accounts, non-managed assets | $0 | 332 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $66,615,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,811,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,635,510,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $79,718,000 | 58 |
| 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 | $40,429,400,000 | 33 |
| Managed Assets ($) | $39,056,371,000 | 19 |
| Personal trust and agency accounts, managed assets | $7,199,252,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,827,645,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,635,311,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,617,817,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $21,916,024,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $3,860,322,000 | 14 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,946,843,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,373,029,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $199,424,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $997,301,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,887,000 | 61 |
| Other retirement accounts, non-managed assets | $0 | 288 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $66,590,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,827,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $22,120,761,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $79,508,000 | 55 |
| 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 | $39,621,867,000 | 33 |
| Managed Assets ($) | $38,298,411,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,953,261,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,918,603,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,617,585,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,556,104,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $21,605,425,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $3,647,433,000 | 14 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,878,978,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,547,502,000 | 11 |
| Non-managed Assets ($) | $1,323,456,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $189,993,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $945,797,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $103,362,000 | 65 |
| Other retirement accounts, non-managed assets | $0 | 602 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $76,497,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,807,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $21,581,826,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $76,459,000 | 61 |
| 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 | $36,543,975,000 | 33 |
| Managed Assets ($) | $35,358,309,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,374,560,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,621,077,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,526,318,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,365,145,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $20,049,854,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $3,421,355,000 | 14 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,690,271,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,185,666,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $160,228,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $851,049,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $80,207,000 | 66 |
| Other retirement accounts, non-managed assets | $0 | 292 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $86,134,000 | 41 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,048,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,127,405,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $79,702,000 | 53 |
| 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 | $35,693,345,000 | 33 |
| Managed Assets ($) | $33,676,388,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,024,824,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,509,665,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,342,506,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,237,051,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $19,267,553,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $3,294,789,000 | 14 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,585,568,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,016,957,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $147,806,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $827,363,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $943,219,000 | 30 |
| Other retirement accounts, non-managed assets | $5,099,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $85,358,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,112,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,861,494,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $76,691,000 | 53 |
| 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 | $32,616,441,000 | 33 |
| Managed Assets ($) | $30,682,187,000 | 19 |
| Personal trust and agency accounts, managed assets | $5,550,187,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,665,714,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,268,672,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,026,089,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $17,122,628,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $3,048,897,000 | 14 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,383,770,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,934,254,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $134,454,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $701,862,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $985,324,000 | 30 |
| Other retirement accounts, non-managed assets | $4,207,000 | 215 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $100,394,000 | 38 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,013,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,006,532,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $70,010,000 | 57 |
| 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 | $37,609,288,000 | 31 |
| Managed Assets ($) | $34,434,257,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,590,252,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,749,604,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,416,978,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,246,787,000 | 19 |
| Corporate trust and agency accounts, managed assets | $362,000 | 111 |
| Investment management and investment advisory agency accounts, managed assets | $19,053,582,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $3,376,692,000 | 13 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,597,369,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,311,034,000 | 12 |
| Non-managed Assets ($) | $3,175,031,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $158,986,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $850,949,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,063,516,000 | 30 |
| Other retirement accounts, non-managed assets | $4,722,000 | 337 |
| Corporate trust and agency accounts, non-managed assets | $985,783,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $103,144,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,931,000 | 83 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,087,669,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $81,525,000 | 61 |
| 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 | $36,251,528,000 | 33 |
| Managed Assets ($) | $33,140,123,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,327,179,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,625,006,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,295,272,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $2,166,862,000 | 19 |
| Corporate trust and agency accounts, managed assets | $358,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $18,473,137,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $3,252,309,000 | 14 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,512,186,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,111,405,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $150,595,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $793,334,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,061,087,000 | 31 |
| Other retirement accounts, non-managed assets | $4,480,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $989,971,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $103,718,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,220,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,608,584,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $78,244,000 | 56 |
| 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 | $35,950,215,000 | 32 |
| Managed Assets ($) | $32,811,885,000 | 18 |
| Personal trust and agency accounts, managed assets | $6,409,277,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,624,378,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,259,944,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,083,065,000 | 19 |
| Corporate trust and agency accounts, managed assets | $357,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $18,235,473,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $3,197,391,000 | 12 |
| Other fiduciary accounts, managed assets | $2,000,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,466,437,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,138,330,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $150,635,000 | 76 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $788,942,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,027,197,000 | 31 |
| Other retirement accounts, non-managed assets | $4,404,000 | 230 |
| Corporate trust and agency accounts, non-managed assets | $1,053,153,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $105,878,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,121,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,768,239,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $79,659,000 | 57 |
| 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 | $34,656,854,000 | 32 |
| Managed Assets ($) | $31,107,819,000 | 18 |
| Personal trust and agency accounts, managed assets | $6,285,769,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,708,773,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,213,166,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,981,164,000 | 20 |
| Corporate trust and agency accounts, managed assets | $1,018,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $16,834,431,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $3,081,498,000 | 12 |
| Other fiduciary accounts, managed assets | $2,000,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,383,757,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,549,035,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $322,354,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $766,246,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $994,797,000 | 31 |
| Other retirement accounts, non-managed assets | $4,247,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $1,354,393,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $99,031,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,967,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,156,553,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $79,044,000 | 54 |
| 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 | $33,732,755,000 | 31 |
| Managed Assets ($) | $30,340,990,000 | 18 |
| Personal trust and agency accounts, managed assets | $5,877,058,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,600,348,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,207,730,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $1,801,246,000 | 20 |
| Corporate trust and agency accounts, managed assets | $1,014,000 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $16,003,303,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $2,848,291,000 | 12 |
| Other fiduciary accounts, managed assets | $2,000,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,252,623,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,999,721,000 | 13 |
| Non-managed Assets ($) | $3,391,765,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $303,106,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $695,277,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $929,934,000 | 31 |
| Other retirement accounts, non-managed assets | $3,898,000 | 359 |
| Corporate trust and agency accounts, non-managed assets | $1,350,872,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $100,883,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,795,000 | 82 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,288,688,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $76,212,000 | 55 |
| 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 | $34,822,320,000 | 32 |
| Managed Assets ($) | $30,661,772,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,341,645,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,678,849,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $1,190,085,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $1,923,109,000 | 20 |
| Corporate trust and agency accounts, managed assets | $1,008,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $16,213,620,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $2,311,456,000 | 15 |
| Other fiduciary accounts, managed assets | $2,000,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,362,455,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,160,548,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $325,358,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $771,696,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,019,888,000 | 31 |
| Other retirement accounts, non-managed assets | $4,218,000 | 237 |
| Corporate trust and agency accounts, non-managed assets | $1,935,852,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $95,390,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,146,000 | 78 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,647,229,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $89,323,000 | 53 |
| 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 | $36,156,452,000 | 31 |
| Managed Assets ($) | $29,844,252,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,267,969,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,605,119,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,202,518,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,834,575,000 | 20 |
| Corporate trust and agency accounts, managed assets | $24,936,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $15,722,521,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $2,184,614,000 | 15 |
| Other fiduciary accounts, managed assets | $2,000,000 | 74 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,276,890,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,312,200,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $333,277,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $758,555,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,290,492,000 | 23 |
| Other retirement accounts, non-managed assets | $240,533,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $1,597,370,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $83,813,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,160,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,655,021,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $87,250,000 | 51 |
| 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 | $36,451,869,000 | 31 |
| Managed Assets ($) | $30,032,955,000 | 19 |
| Personal trust and agency accounts, managed assets | $6,159,675,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,313,920,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,463,406,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,685,399,000 | 21 |
| Corporate trust and agency accounts, managed assets | $1,747,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $15,214,305,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $2,145,512,000 | 15 |
| Other fiduciary accounts, managed assets | $48,991,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,239,470,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,418,914,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $325,879,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,772,000 | 194 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,832,368,000 | 23 |
| Other retirement accounts, non-managed assets | $182,450,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $1,806,522,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $113,830,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $142,093,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,958,283,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $83,456,000 | 53 |
| 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 | $36,768,856,000 | 31 |
| Managed Assets ($) | $29,954,194,000 | 20 |
| Personal trust and agency accounts, managed assets | $6,148,613,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,293,330,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,461,065,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,672,875,000 | 22 |
| Corporate trust and agency accounts, managed assets | $2,466,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $15,176,691,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $2,151,229,000 | 16 |
| Other fiduciary accounts, managed assets | $47,925,000 | 32 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,236,019,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,978,614,000 | 13 |
| Non-managed Assets ($) | $6,814,662,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $329,985,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $17,631,000 | 218 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,886,175,000 | 24 |
| Other retirement accounts, non-managed assets | $185,563,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $2,152,680,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $101,294,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $141,334,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,943,193,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $81,926,000 | 58 |
| 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 | $35,141,045,000 | 31 |
| Managed Assets ($) | $28,610,729,000 | 20 |
| Personal trust and agency accounts, managed assets | $5,894,911,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,092,583,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,443,488,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,607,296,000 | 22 |
| Corporate trust and agency accounts, managed assets | $2,483,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $14,303,407,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $2,076,072,000 | 16 |
| Other fiduciary accounts, managed assets | $190,489,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,168,724,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,530,316,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $325,138,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,801,000 | 192 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,829,191,000 | 24 |
| Other retirement accounts, non-managed assets | $130,672,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $1,996,103,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $96,924,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $136,487,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,969,079,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $80,484,000 | 56 |
| 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 | $33,797,610,000 | 32 |
| Managed Assets ($) | $27,501,014,000 | 20 |
| Personal trust and agency accounts, managed assets | $5,793,310,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,004,585,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,315,897,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,550,613,000 | 22 |
| Corporate trust and agency accounts, managed assets | $3,355,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $13,706,960,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,939,670,000 | 17 |
| Other fiduciary accounts, managed assets | $186,624,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,119,713,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,296,596,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $321,486,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $27,050,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,794,156,000 | 24 |
| Other retirement accounts, non-managed assets | $127,609,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $1,824,703,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $69,804,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $131,788,000 | 27 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,699,901,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $79,027,000 | 56 |
| 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 | $33,016,755,000 | 32 |
| Managed Assets ($) | $26,692,031,000 | 20 |
| Personal trust and agency accounts, managed assets | $5,695,350,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,002,144,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,308,197,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $1,508,453,000 | 21 |
| Corporate trust and agency accounts, managed assets | $3,354,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $13,105,669,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,891,233,000 | 17 |
| Other fiduciary accounts, managed assets | $177,631,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,078,403,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,324,724,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $322,506,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,383,000 | 183 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,744,125,000 | 23 |
| Other retirement accounts, non-managed assets | $123,775,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $1,918,996,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $65,227,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $127,712,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,519,126,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $74,756,000 | 57 |
| 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 | $32,223,944,000 | 32 |
| Managed Assets ($) | $25,416,146,000 | 21 |
| Personal trust and agency accounts, managed assets | $5,326,991,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,920,655,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,334,643,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $1,429,441,000 | 21 |
| Corporate trust and agency accounts, managed assets | $3,345,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $12,428,599,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,799,478,000 | 17 |
| Other fiduciary accounts, managed assets | $172,994,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,030,015,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,799,517,000 | 14 |
| Non-managed Assets ($) | $6,807,798,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $323,598,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,566,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,942,121,000 | 21 |
| Other retirement accounts, non-managed assets | $119,630,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $2,225,172,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $63,207,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $112,504,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,861,847,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $72,915,000 | 58 |
| 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 | $27,993,046,000 | 33 |
| Managed Assets ($) | $24,044,942,000 | 21 |
| Personal trust and agency accounts, managed assets | $5,199,672,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,355,261,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,337,947,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,429,189,000 | 21 |
| Corporate trust and agency accounts, managed assets | $3,361,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $11,772,201,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,771,096,000 | 17 |
| Other fiduciary accounts, managed assets | $176,215,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $1,019,376,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,948,104,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $333,952,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $287,911,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,084,909,000 | 30 |
| Other retirement accounts, non-managed assets | $126,822,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $1,950,086,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $51,594,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $112,830,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,698,729,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $67,098,000 | 59 |
| 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 | $27,744,407,000 | 34 |
| Managed Assets ($) | $23,967,703,000 | 21 |
| Personal trust and agency accounts, managed assets | $5,103,019,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,108,502,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,452,558,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,376,241,000 | 20 |
| Corporate trust and agency accounts, managed assets | $3,751,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $12,029,757,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,717,887,000 | 16 |
| Other fiduciary accounts, managed assets | $175,988,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $984,693,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,776,704,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $331,195,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $294,705,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $962,323,000 | 31 |
| Other retirement accounts, non-managed assets | $121,592,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $1,910,099,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $57,094,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $99,696,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,268,329,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,955,000 | 61 |
| 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 | $26,648,283,000 | 34 |
| Managed Assets ($) | $23,482,687,000 | 21 |
| Personal trust and agency accounts, managed assets | $4,912,637,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,189,396,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,504,088,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,352,259,000 | 19 |
| Corporate trust and agency accounts, managed assets | $3,740,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $11,544,172,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,703,552,000 | 16 |
| Other fiduciary accounts, managed assets | $272,843,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $945,021,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,165,596,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $320,420,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $289,673,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $944,353,000 | 30 |
| Other retirement accounts, non-managed assets | $140,192,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $1,342,992,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $32,579,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $95,387,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,302,874,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $70,920,000 | 54 |
| 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 | $25,864,261,000 | 32 |
| Managed Assets ($) | $22,639,351,000 | 21 |
| Personal trust and agency accounts, managed assets | $4,869,477,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,147,973,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,393,195,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,316,114,000 | 19 |
| Corporate trust and agency accounts, managed assets | $3,722,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $10,933,646,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,711,238,000 | 16 |
| Other fiduciary accounts, managed assets | $263,986,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $928,042,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,592,099,000 | 15 |
| Non-managed Assets ($) | $3,224,910,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $326,426,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $291,383,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $946,252,000 | 31 |
| Other retirement accounts, non-managed assets | $134,040,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $1,399,352,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $33,308,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $94,149,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,525,277,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $71,377,000 | 56 |
| 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 | $26,105,900,000 | 32 |
| Managed Assets ($) | $22,637,828,000 | 21 |
| Personal trust and agency accounts, managed assets | $4,766,871,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,973,081,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $1,417,633,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,271,244,000 | 19 |
| Corporate trust and agency accounts, managed assets | $4,145,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $10,345,787,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,617,999,000 | 17 |
| Other fiduciary accounts, managed assets | $241,068,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $899,245,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,468,072,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $328,209,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $629,535,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $857,531,000 | 31 |
| Other retirement accounts, non-managed assets | $129,425,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $1,397,162,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $34,173,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $92,037,000 | 29 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,174,723,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $79,914,000 | 52 |
| 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 | $26,810,526,000 | 33 |
| Managed Assets ($) | $23,220,047,000 | 21 |
| Personal trust and agency accounts, managed assets | $4,956,006,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,002,848,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,372,706,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $1,305,156,000 | 20 |
| Corporate trust and agency accounts, managed assets | $4,122,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $10,660,312,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,670,272,000 | 16 |
| Other fiduciary accounts, managed assets | $248,625,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $933,690,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,590,479,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $336,459,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $653,054,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $960,695,000 | 30 |
| Other retirement accounts, non-managed assets | $126,752,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $1,382,537,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $33,719,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $97,263,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,715,125,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $84,589,000 | 53 |
| 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 | $26,986,657,000 | 33 |
| Managed Assets ($) | $23,100,894,000 | 21 |
| Personal trust and agency accounts, managed assets | $4,881,054,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,940,552,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,395,226,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $1,341,820,000 | 20 |
| Corporate trust and agency accounts, managed assets | $4,124,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $10,584,367,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,702,664,000 | 16 |
| Other fiduciary accounts, managed assets | $251,087,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $925,430,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,885,763,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $342,757,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $634,713,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $986,148,000 | 30 |
| Other retirement accounts, non-managed assets | $127,025,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $1,661,006,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $33,610,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $100,504,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,900,459,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $85,027,000 | 55 |
| 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 | $26,138,078,000 | 34 |
| Managed Assets ($) | $22,453,827,000 | 22 |
| Personal trust and agency accounts, managed assets | $4,879,478,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,872,399,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,375,135,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $1,309,312,000 | 20 |
| Corporate trust and agency accounts, managed assets | $6,182,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $10,094,875,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,667,591,000 | 16 |
| Other fiduciary accounts, managed assets | $248,855,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $897,329,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $161,920,000 | 37 |
| Non-managed Assets ($) | $3,684,251,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $346,157,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $636,555,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $971,378,000 | 31 |
| Other retirement accounts, non-managed assets | $125,627,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $1,472,372,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $34,470,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $97,692,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,871,909,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $83,828,000 | 60 |
| 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 | $25,560,037,000 | 35 |
| Managed Assets ($) | $21,820,484,000 | 21 |
| Personal trust and agency accounts, managed assets | $4,781,419,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,731,441,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,339,405,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,255,246,000 | 20 |
| Corporate trust and agency accounts, managed assets | $6,173,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $9,878,591,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $1,632,075,000 | 16 |
| Other fiduciary accounts, managed assets | $196,134,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $859,751,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,739,553,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $354,324,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $655,524,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $951,298,000 | 33 |
| Other retirement accounts, non-managed assets | $123,977,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $1,523,830,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $36,115,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $94,485,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,153,578,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $84,316,000 | 57 |
| 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 | $25,458,536,000 | 34 |
| Managed Assets ($) | $21,681,956,000 | 21 |
| Personal trust and agency accounts, managed assets | $4,780,851,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,727,100,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $1,271,102,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,246,149,000 | 21 |
| Corporate trust and agency accounts, managed assets | $6,188,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $9,862,456,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $1,597,701,000 | 16 |
| Other fiduciary accounts, managed assets | $190,409,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $853,986,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,776,580,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $353,635,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $692,390,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $970,596,000 | 32 |
| Other retirement accounts, non-managed assets | $119,179,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $1,520,521,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $33,334,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $86,925,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,122,104,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $86,470,000 | 57 |
| 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 | $24,473,944,000 | 34 |
| Managed Assets ($) | $20,818,658,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,613,311,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,603,618,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,208,790,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,206,798,000 | 20 |
| Corporate trust and agency accounts, managed assets | $6,174,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $9,440,745,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $1,552,959,000 | 16 |
| Other fiduciary accounts, managed assets | $186,263,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $813,100,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,655,286,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $355,698,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $665,215,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $924,804,000 | 34 |
| Other retirement accounts, non-managed assets | $115,443,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $1,476,012,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $32,427,000 | 66 |
| Foundation and endowment trust and agency accounts, non-managed assets | $85,687,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,712,128,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $80,682,000 | 59 |
| 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 | $23,958,935,000 | 34 |
| Managed Assets ($) | $20,385,491,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,598,969,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,559,866,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,190,566,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $1,170,962,000 | 20 |
| Corporate trust and agency accounts, managed assets | $6,165,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $9,145,137,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $1,528,011,000 | 16 |
| Other fiduciary accounts, managed assets | $185,815,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $783,734,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,450,936,000 | 17 |
| Non-managed Assets ($) | $3,573,444,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $287,966,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $652,139,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $927,504,000 | 34 |
| Other retirement accounts, non-managed assets | $72,881,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $1,521,193,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $30,991,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $80,770,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,242,789,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $79,117,000 | 63 |
| 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 | $22,904,947,000 | 35 |
| Managed Assets ($) | $19,394,149,000 | 25 |
| Personal trust and agency accounts, managed assets | $4,298,611,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,357,818,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,190,337,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,130,811,000 | 20 |
| Corporate trust and agency accounts, managed assets | $6,175,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $8,778,580,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,471,645,000 | 16 |
| Other fiduciary accounts, managed assets | $160,172,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $739,011,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,510,798,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $288,846,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $602,804,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $894,003,000 | 33 |
| Other retirement accounts, non-managed assets | $71,815,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $1,548,249,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $28,986,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $76,095,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,247,175,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $75,000,000 | 63 |
| 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 | $21,996,171,000 | 35 |
| Managed Assets ($) | $18,605,379,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,235,207,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,301,318,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,161,360,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,104,887,000 | 20 |
| Corporate trust and agency accounts, managed assets | $6,169,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $8,281,943,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,363,943,000 | 16 |
| Other fiduciary accounts, managed assets | $150,552,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $704,679,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,390,792,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $305,451,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $571,787,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $833,485,000 | 34 |
| Other retirement accounts, non-managed assets | $33,829,000 | 98 |
| Corporate trust and agency accounts, non-managed assets | $1,543,723,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $29,293,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $73,224,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,218,258,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $70,928,000 | 65 |
| 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 | $22,048,786,000 | 36 |
| Managed Assets ($) | $17,958,143,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,238,110,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,609,927,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,219,640,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,109,925,000 | 20 |
| Corporate trust and agency accounts, managed assets | $6,220,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $8,275,264,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,349,039,000 | 16 |
| Other fiduciary accounts, managed assets | $150,018,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $701,750,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,090,643,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $319,612,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,247,911,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $850,482,000 | 33 |
| Other retirement accounts, non-managed assets | $36,991,000 | 94 |
| Corporate trust and agency accounts, non-managed assets | $1,533,344,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $28,122,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $74,181,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,238,364,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $70,088,000 | 63 |
| 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 | $21,136,754,000 | 36 |
| Managed Assets ($) | $16,978,477,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,072,725,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,419,078,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,169,515,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $1,056,769,000 | 20 |
| Corporate trust and agency accounts, managed assets | $6,584,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $7,837,180,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,284,473,000 | 16 |
| Other fiduciary accounts, managed assets | $132,153,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $662,719,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,457,958,000 | 16 |
| Non-managed Assets ($) | $4,158,277,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $306,388,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,264,472,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $853,200,000 | 33 |
| Other retirement accounts, non-managed assets | $35,429,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $1,603,898,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $27,724,000 | 66 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,166,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,099,191,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $66,201,000 | 69 |
| 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 | $21,193,505,000 | 34 |
| Managed Assets ($) | $17,090,631,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,274,853,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,416,969,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,174,123,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $1,055,023,000 | 19 |
| Corporate trust and agency accounts, managed assets | $6,616,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $7,834,518,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,224,476,000 | 18 |
| Other fiduciary accounts, managed assets | $104,053,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $653,699,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,102,874,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $309,323,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,174,874,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $827,105,000 | 34 |
| Other retirement accounts, non-managed assets | $38,208,000 | 86 |
| Corporate trust and agency accounts, non-managed assets | $1,642,878,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $43,460,000 | 49 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,026,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,807,776,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $65,845,000 | 58 |
| 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 | $20,351,952,000 | 36 |
| Managed Assets ($) | $16,170,698,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,143,242,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,374,572,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,158,040,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,009,604,000 | 19 |
| Corporate trust and agency accounts, managed assets | $6,626,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $7,212,201,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,165,116,000 | 18 |
| Other fiduciary accounts, managed assets | $101,297,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $617,336,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,181,254,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $449,516,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,136,983,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $796,279,000 | 34 |
| Other retirement accounts, non-managed assets | $38,117,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $1,651,762,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $44,227,000 | 48 |
| Foundation and endowment trust and agency accounts, non-managed assets | $64,370,000 | 28 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,380,372,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $63,279,000 | 63 |
| 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 | $19,868,514,000 | 36 |
| Managed Assets ($) | $15,984,637,000 | 24 |
| Personal trust and agency accounts, managed assets | $4,019,502,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,426,334,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,200,743,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,019,066,000 | 19 |
| Corporate trust and agency accounts, managed assets | $6,602,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $7,078,405,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,141,518,000 | 18 |
| Other fiduciary accounts, managed assets | $92,467,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $624,666,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,883,877,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $553,406,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,125,655,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $747,967,000 | 34 |
| Other retirement accounts, non-managed assets | $38,274,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $1,309,401,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $41,889,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,285,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,637,340,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,760,000 | 55 |
| 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 | $18,985,304,000 | 35 |
| Managed Assets ($) | $14,939,509,000 | 23 |
| Personal trust and agency accounts, managed assets | $3,811,555,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,314,420,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,125,103,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $958,446,000 | 18 |
| Corporate trust and agency accounts, managed assets | $6,622,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $6,598,092,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,056,067,000 | 17 |
| Other fiduciary accounts, managed assets | $69,204,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $577,618,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,399,292,000 | 16 |
| Non-managed Assets ($) | $4,045,795,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $534,820,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,075,418,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $716,139,000 | 34 |
| Other retirement accounts, non-managed assets | $36,801,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $1,564,925,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $57,919,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,773,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,319,123,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $62,436,000 | 64 |
| 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 | $17,917,445,000 | 36 |
| Managed Assets ($) | $14,071,720,000 | 25 |
| Personal trust and agency accounts, managed assets | $3,625,524,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,226,846,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,089,361,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $939,914,000 | 21 |
| Corporate trust and agency accounts, managed assets | $5,856,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $6,095,770,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $1,022,861,000 | 18 |
| Other fiduciary accounts, managed assets | $65,588,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $551,774,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,845,725,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $520,653,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $999,748,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $679,117,000 | 36 |
| Other retirement accounts, non-managed assets | $33,900,000 | 83 |
| Corporate trust and agency accounts, non-managed assets | $1,444,673,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $110,255,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $57,379,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,885,203,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,665,000 | 56 |
| 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 | $18,955,847,000 | 38 |
| Managed Assets ($) | $14,860,522,000 | 25 |
| Personal trust and agency accounts, managed assets | $3,921,571,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,379,668,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,093,631,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $977,884,000 | 21 |
| Corporate trust and agency accounts, managed assets | $5,836,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $6,338,488,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,072,179,000 | 18 |
| Other fiduciary accounts, managed assets | $71,265,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $592,906,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,095,325,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $527,361,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,055,799,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $726,277,000 | 37 |
| Other retirement accounts, non-managed assets | $36,878,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $1,585,236,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $100,850,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,924,000 | 30 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,846,348,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,608,000 | 54 |
| 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 | $18,715,121,000 | 38 |
| Managed Assets ($) | $14,625,152,000 | 25 |
| Personal trust and agency accounts, managed assets | $3,872,175,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,362,176,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,081,443,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,002,702,000 | 21 |
| Corporate trust and agency accounts, managed assets | $5,769,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $6,169,158,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $1,057,608,000 | 17 |
| Other fiduciary accounts, managed assets | $74,121,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $588,603,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,089,969,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $546,264,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,087,495,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $705,001,000 | 36 |
| Other retirement accounts, non-managed assets | $36,796,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $1,586,799,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $49,422,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $78,192,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,974,621,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,413,000 | 54 |
| 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 | $18,177,273,000 | 38 |
| Managed Assets ($) | $14,322,006,000 | 26 |
| Personal trust and agency accounts, managed assets | $3,710,761,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,539,211,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,088,155,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $948,777,000 | 21 |
| Corporate trust and agency accounts, managed assets | $5,786,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $5,871,470,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,087,213,000 | 17 |
| Other fiduciary accounts, managed assets | $70,633,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $551,769,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,297,939,000 | 16 |
| Non-managed Assets ($) | $3,855,267,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $599,146,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $789,970,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $666,177,000 | 37 |
| Other retirement accounts, non-managed assets | $35,371,000 | 102 |
| Corporate trust and agency accounts, non-managed assets | $1,636,690,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $47,710,000 | 34 |
| Foundation and endowment trust and agency accounts, non-managed assets | $80,203,000 | 26 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,892,691,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $62,661,000 | 67 |
| 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 | $17,562,808,000 | 38 |
| Managed Assets ($) | $13,799,050,000 | 26 |
| Personal trust and agency accounts, managed assets | $3,580,915,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,591,905,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,006,064,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $907,972,000 | 22 |
| Corporate trust and agency accounts, managed assets | $5,824,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $5,602,880,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $1,046,332,000 | 16 |
| Other fiduciary accounts, managed assets | $57,158,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $515,620,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,763,758,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $607,107,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $745,114,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $649,672,000 | 36 |
| Other retirement accounts, non-managed assets | $34,765,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $1,602,493,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $47,017,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $77,590,000 | 25 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,287,973,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $61,735,000 | 60 |
| 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 | $16,531,801,000 | 38 |
| Managed Assets ($) | $12,763,118,000 | 27 |
| Personal trust and agency accounts, managed assets | $3,452,849,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,335,474,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $922,447,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $848,903,000 | 22 |
| Corporate trust and agency accounts, managed assets | $5,841,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $5,153,919,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $995,061,000 | 13 |
| Other fiduciary accounts, managed assets | $48,624,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $469,381,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,768,683,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $592,775,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $696,031,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $599,549,000 | 35 |
| Other retirement accounts, non-managed assets | $32,906,000 | 88 |
| Corporate trust and agency accounts, non-managed assets | $1,707,786,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $49,371,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $90,265,000 | 21 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,750,653,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $60,890,000 | 56 |
| 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 | $17,079,769,000 | 37 |
| Managed Assets ($) | $13,378,982,000 | 26 |
| Personal trust and agency accounts, managed assets | $4,068,178,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,821,241,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $934,640,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $479,789,000 | 29 |
| Corporate trust and agency accounts, managed assets | $4,534,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $5,382,308,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $636,922,000 | 25 |
| Other fiduciary accounts, managed assets | $51,370,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $479,788,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,700,787,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $593,497,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $745,828,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $622,361,000 | 36 |
| Other retirement accounts, non-managed assets | $943,000 | 275 |
| Corporate trust and agency accounts, non-managed assets | $1,587,520,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $52,460,000 | 25 |
| Foundation and endowment trust and agency accounts, non-managed assets | $98,178,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,667,014,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $59,027,000 | 53 |
| 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 | $16,702,837,000 | 40 |
| Managed Assets ($) | $12,810,016,000 | 27 |
| Personal trust and agency accounts, managed assets | $3,886,660,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,790,166,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $855,853,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $447,786,000 | 28 |
| Corporate trust and agency accounts, managed assets | $4,518,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $5,167,630,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $603,626,000 | 26 |
| Other fiduciary accounts, managed assets | $53,777,000 | 29 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $447,786,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,262,388,000 | 23 |
| Non-managed Assets ($) | $3,892,821,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $591,036,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $747,598,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $651,473,000 | 35 |
| Other retirement accounts, non-managed assets | $876,000 | 638 |
| Corporate trust and agency accounts, non-managed assets | $1,738,615,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $55,440,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $107,783,000 | 22 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,390,872,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,320,000 | 72 |
| 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 | $17,317,896,000 | 40 |
| Managed Assets ($) | $12,428,336,000 | 29 |
| Personal trust and agency accounts, managed assets | $3,835,389,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,066,499,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $565,581,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $426,889,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $5,533,978,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,889,560,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $583,939,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $701,282,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,788,307,000 | 27 |
| Other retirement accounts, non-managed assets | $53,659,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $1,762,373,000 | 30 |
| 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 | $4,058,801,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $15,022,205,000 | 42 |
| Managed Assets ($) | $11,199,029,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,623,342,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,553,748,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $876,502,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $381,253,000 | 31 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $4,764,184,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,823,176,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $560,076,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $673,456,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $711,805,000 | 33 |
| Other retirement accounts, non-managed assets | $49,325,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $1,828,514,000 | 29 |
| 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 | $4,676,171,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $14,245,458,000 | 42 |
| Managed Assets ($) | $10,572,973,000 | 31 |
| Personal trust and agency accounts, managed assets | $3,514,477,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,471,012,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $844,132,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $343,035,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $4,400,317,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,672,485,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $544,005,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $576,921,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $598,854,000 | 33 |
| Other retirement accounts, non-managed assets | $47,109,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $1,905,596,000 | 28 |
| 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 | $4,525,752,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $14,722,128,000 | 43 |
| Managed Assets ($) | $10,862,153,000 | 31 |
| Personal trust and agency accounts, managed assets | $3,571,790,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,568,618,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $948,860,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $356,597,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $4,416,288,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,859,975,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $559,375,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $624,325,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $641,875,000 | 37 |
| Other retirement accounts, non-managed assets | $50,561,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $1,983,839,000 | 30 |
| 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 | $4,660,548,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $15,300,958,000 | 43 |
| Managed Assets ($) | $11,112,756,000 | 31 |
| Personal trust and agency accounts, managed assets | $3,725,977,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,723,637,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $961,608,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $374,846,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $4,326,688,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,188,202,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $596,912,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $615,175,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $747,616,000 | 37 |
| Other retirement accounts, non-managed assets | $54,819,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $2,173,680,000 | 27 |
| 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 | $4,814,902,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $15,886,896,000 | 48 |
| Managed Assets ($) | $11,696,230,000 | 34 |
| Personal trust and agency accounts, managed assets | $3,976,578,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,758,218,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,052,667,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $386,036,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $4,522,731,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,190,666,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $611,613,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $583,344,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $800,667,000 | 39 |
| Other retirement accounts, non-managed assets | $59,272,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $2,135,770,000 | 30 |
| 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 | $5,225,545,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $15,845,840,000 | 44 |
| Managed Assets ($) | $11,617,137,000 | 32 |
| Personal trust and agency accounts, managed assets | $3,912,880,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,807,608,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,051,788,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $370,288,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $4,474,573,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,228,703,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $623,581,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $537,301,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $861,168,000 | 38 |
| Other retirement accounts, non-managed assets | $57,058,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $2,149,595,000 | 29 |
| 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 | $5,495,805,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $16,151,377,000 | 43 |
| Managed Assets ($) | $11,998,617,000 | 33 |
| Personal trust and agency accounts, managed assets | $4,109,451,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,858,948,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,119,821,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $371,882,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $4,538,515,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,152,760,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $637,231,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $550,660,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $909,407,000 | 39 |
| Other retirement accounts, non-managed assets | $63,218,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $1,992,244,000 | 27 |
| 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 | $5,710,349,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $16,284,822,000 | 44 |
| Managed Assets ($) | $12,003,635,000 | 35 |
| Personal trust and agency accounts, managed assets | $4,174,871,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,871,408,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,128,877,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $366,047,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $4,462,432,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,281,187,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $652,012,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $534,143,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $845,408,000 | 41 |
| Other retirement accounts, non-managed assets | $61,641,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $2,187,983,000 | 25 |
| 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 | $5,771,875,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $16,011,369,000 | 46 |
| Managed Assets ($) | $11,530,842,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,070,129,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,819,401,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,059,292,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $355,564,000 | 33 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $4,226,456,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,480,527,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $645,130,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $526,483,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,044,928,000 | 40 |
| Other retirement accounts, non-managed assets | $53,797,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $2,210,189,000 | 27 |
| 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 | $5,659,537,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $15,252,024,000 | 48 |
| Managed Assets ($) | $11,271,451,000 | 37 |
| Personal trust and agency accounts, managed assets | $3,943,597,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,774,441,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,077,733,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $341,447,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $4,134,233,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,980,573,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $666,095,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $456,243,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $850,676,000 | 42 |
| Other retirement accounts, non-managed assets | $50,741,000 | 80 |
| Corporate trust and agency accounts, non-managed assets | $1,956,818,000 | 29 |
| 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 | $6,069,182,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $15,048,337,000 | 47 |
| Managed Assets ($) | $11,033,780,000 | 38 |
| Personal trust and agency accounts, managed assets | $3,927,993,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,690,376,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,048,936,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $334,044,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $4,032,431,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,014,557,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $660,256,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $446,219,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $824,392,000 | 42 |
| Other retirement accounts, non-managed assets | $49,093,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $2,034,597,000 | 28 |
| 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 | $5,399,557,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,790,347,000 | 49 |
| Managed Assets ($) | $10,687,465,000 | 40 |
| Personal trust and agency accounts, managed assets | $3,832,053,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,626,451,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,006,679,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $312,093,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $3,910,189,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,102,882,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $652,348,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $416,280,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $578,076,000 | 45 |
| Other retirement accounts, non-managed assets | $51,574,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $2,404,604,000 | 28 |
| 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 | $5,219,095,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $14,879,960,000 | 48 |
| Managed Assets ($) | $10,226,466,000 | 41 |
| Personal trust and agency accounts, managed assets | $3,668,715,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,534,056,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $950,772,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $294,619,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $3,778,304,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,653,494,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $644,210,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $424,241,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $942,631,000 | 42 |
| Other retirement accounts, non-managed assets | $48,761,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $2,593,651,000 | 28 |
| 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 | $4,762,070,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $14,538,385,000 | 48 |
| Managed Assets ($) | $10,352,760,000 | 38 |
| Personal trust and agency accounts, managed assets | $3,744,868,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,547,286,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $989,017,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $297,661,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $3,773,928,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,185,625,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $648,603,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $346,875,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $942,836,000 | 43 |
| Other retirement accounts, non-managed assets | $48,272,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $2,199,039,000 | 30 |
| 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 | $4,672,232,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $14,456,055,000 | 49 |
| Managed Assets ($) | $10,130,944,000 | 41 |
| Personal trust and agency accounts, managed assets | $3,687,543,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,524,867,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $977,834,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $290,193,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $3,650,507,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,325,111,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $637,729,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $368,894,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,025,668,000 | 43 |
| Other retirement accounts, non-managed assets | $44,687,000 | 100 |
| Corporate trust and agency accounts, non-managed assets | $2,248,133,000 | 30 |
| 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 | $4,574,768,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $14,142,086,000 | 49 |
| Managed Assets ($) | $10,199,380,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,695,288,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,455,688,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $967,784,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $281,052,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $3,799,568,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,942,706,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $635,930,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $421,511,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $924,693,000 | 44 |
| Other retirement accounts, non-managed assets | $44,468,000 | 91 |
| Corporate trust and agency accounts, non-managed assets | $1,916,104,000 | 30 |
| 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 | $4,421,215,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $13,765,747,000 | 48 |
| Managed Assets ($) | $9,981,522,000 | 36 |
| Personal trust and agency accounts, managed assets | $3,578,809,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,444,759,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $952,385,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $270,810,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $3,734,759,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,784,225,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $641,704,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $426,507,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $893,828,000 | 41 |
| Other retirement accounts, non-managed assets | $44,578,000 | 90 |
| Corporate trust and agency accounts, non-managed assets | $1,777,608,000 | 33 |
| 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 | $4,276,614,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| 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 | $13,270,919,000 | 49 |
| Managed Assets ($) | $9,843,201,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,554,079,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,443,940,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $947,772,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $264,737,000 | 43 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $3,632,673,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,427,718,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $631,305,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $378,641,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $899,639,000 | 42 |
| Other retirement accounts, non-managed assets | $44,427,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $1,473,706,000 | 34 |
| 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 | $4,217,538,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,353,533,000 | 52 |
| Managed Assets ($) | $9,769,750,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,530,384,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,422,489,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $988,123,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $262,396,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $3,566,358,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,583,783,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $624,884,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $422,545,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $850,491,000 | 43 |
| Other retirement accounts, non-managed assets | $53,825,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $1,632,038,000 | 34 |
| 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 | $4,301,108,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,781,580,000 | 52 |
| Managed Assets ($) | $9,423,633,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,396,648,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,362,892,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $968,899,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $254,909,000 | 43 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $3,440,285,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,357,947,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $635,249,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $357,889,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $803,481,000 | 44 |
| Other retirement accounts, non-managed assets | $50,875,000 | 84 |
| Corporate trust and agency accounts, non-managed assets | $1,510,453,000 | 38 |
| 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 | $4,140,841,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,275,143,000 | 56 |
| Managed Assets ($) | $8,591,478,000 | 45 |
| Personal trust and agency accounts, managed assets | $3,066,342,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,295,109,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $964,613,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $240,001,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $3,025,413,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,683,665,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $615,098,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $339,088,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $614,819,000 | 46 |
| Other retirement accounts, non-managed assets | $38,219,000 | 101 |
| Corporate trust and agency accounts, non-managed assets | $2,076,441,000 | 32 |
| 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 | $3,862,824,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,842,264,000 | 59 |
| Managed Assets ($) | $8,893,030,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,093,974,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,310,355,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $970,195,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $250,439,000 | 44 |
| Corporate trust and agency accounts, managed assets | $1,616,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $3,266,451,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,949,234,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $657,941,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $300,269,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $594,892,000 | 49 |
| Other retirement accounts, non-managed assets | $42,617,000 | 95 |
| Corporate trust and agency accounts, non-managed assets | $1,353,515,000 | 41 |
| 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 | $3,544,886,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,891,562,000 | 59 |
| Managed Assets ($) | $8,760,211,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,166,556,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,253,456,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $953,087,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $251,587,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $3,135,525,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,131,351,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $628,083,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $314,303,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $595,531,000 | 52 |
| Other retirement accounts, non-managed assets | $41,631,000 | 105 |
| Corporate trust and agency accounts, non-managed assets | $1,551,803,000 | 43 |
| 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 | $3,493,871,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,310,244,000 | 60 |
| Managed Assets ($) | $8,355,726,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,003,308,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,148,801,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $908,654,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $242,192,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $3,052,771,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,954,518,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $600,475,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $316,214,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $442,608,000 | 54 |
| Other retirement accounts, non-managed assets | $39,334,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $1,555,887,000 | 47 |
| 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 | $3,251,668,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,205,183,000 | 63 |
| Managed Assets ($) | $8,470,539,000 | 41 |
| Personal trust and agency accounts, managed assets | $3,053,777,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,284,244,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $897,658,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $240,725,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $2,994,135,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,734,644,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $528,127,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $114,876,000 | 122 |
| Employee benefit-defined benefit accounts, non-managed Assets | $423,973,000 | 55 |
| Other retirement accounts, non-managed assets | $38,442,000 | 107 |
| Corporate trust and agency accounts, non-managed assets | $1,629,226,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,122,719,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,432,040,000 | 58 |
| Managed Assets ($) | $8,061,758,000 | 40 |
| Personal trust and agency accounts, managed assets | $2,857,945,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,261,421,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $917,981,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $229,036,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $2,795,375,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,370,282,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $527,164,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $81,797,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $944,706,000 | 42 |
| Other retirement accounts, non-managed assets | $37,419,000 | 106 |
| Corporate trust and agency accounts, non-managed assets | $1,779,196,000 | 47 |
| 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 | $2,388,409,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,953,284,000 | 57 |
| Managed Assets ($) | $8,214,128,000 | 42 |
| Personal trust and agency accounts, managed assets | $2,876,205,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,268,282,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $918,866,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $237,719,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $2,913,056,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,739,156,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $536,032,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $213,560,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $340,607,000 | 62 |
| Other retirement accounts, non-managed assets | $36,896,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $2,612,061,000 | 35 |
| 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 | $3,064,223,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,907,429,000 | 59 |
| Managed Assets ($) | $8,474,094,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,383,714,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,079,300,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $941,237,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $255,207,000 | 38 |
| Corporate trust and agency accounts, managed assets | $261,000 | 247 |
| Investment management and investment advisory agency accounts, managed assets | $2,808,593,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,782,000 | 107 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,433,335,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $513,905,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $192,635,000 | 91 |
| Employee benefit-defined benefit accounts, non-managed Assets | $223,472,000 | 64 |
| Other retirement accounts, non-managed assets | $7,573,000 | 289 |
| Corporate trust and agency accounts, non-managed assets | $2,495,750,000 | 36 |
| 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 | $3,269,211,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |