Home > First Hawaiian Bank > Total Fiduciary and Related Assets
First Hawaiian Bank, Total Fiduciary and Related Assets
| 2025-03-31 | 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 | $12,367,100,000 | 71 |
| Managed Assets ($) | $5,660,014,000 | 75 |
| Personal trust and agency accounts, managed assets | $583,964,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $399,228,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $397,154,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $10,381,000 | 309 |
| Corporate trust and agency accounts, managed assets | $1,162,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $3,868,951,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $397,985,000 | 78 |
| Other fiduciary accounts, managed assets | $1,189,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,381,000 | 308 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,707,086,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $230,094,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,979,508,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,455,420,000 | 22 |
| Other retirement accounts, non-managed assets | $4,810,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $0 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $22,132,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,122,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,799,825,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $3,994,000 | 244 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,813,530,000 | 69 |
| Managed Assets ($) | $6,111,956,000 | 74 |
| Personal trust and agency accounts, managed assets | $593,912,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $417,475,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $382,115,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $10,586,000 | 449 |
| Corporate trust and agency accounts, managed assets | $1,163,000 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $4,299,582,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $405,145,000 | 75 |
| Other fiduciary accounts, managed assets | $1,978,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,586,000 | 448 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $42,567,000 | 34 |
| Non-managed Assets ($) | $6,701,574,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $226,164,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,956,960,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,484,034,000 | 19 |
| Other retirement accounts, non-managed assets | $7,479,000 | 291 |
| Corporate trust and agency accounts, non-managed assets | $0 | 219 |
| Investment management and advisory agency accounts, non-managed assets | $11,794,000 | 129 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,143,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,173,412,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 39 |
| Individual retirement,health savings and similar accounts, non-managed | $6,738,000 | 338 |
| 2024-09-30 | 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 | $13,462,130,000 | 68 |
| Managed Assets ($) | $6,257,389,000 | 73 |
| Personal trust and agency accounts, managed assets | $632,958,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $430,930,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $387,011,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $29,928,000 | 271 |
| Corporate trust and agency accounts, managed assets | $1,168,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $4,361,613,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $411,806,000 | 75 |
| Other fiduciary accounts, managed assets | $1,975,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $29,928,000 | 271 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,204,741,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $219,653,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,963,578,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,507,695,000 | 22 |
| Other retirement accounts, non-managed assets | $5,387,000 | 216 |
| Corporate trust and agency accounts, non-managed assets | $0 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $494,148,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,280,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,465,771,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $4,507,000 | 242 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,137,466,000 | 72 |
| Managed Assets ($) | $5,943,336,000 | 75 |
| Personal trust and agency accounts, managed assets | $623,407,000 | 156 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $408,777,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $256,426,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $47,731,000 | 289 |
| Corporate trust and agency accounts, managed assets | $1,118,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $4,205,595,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $398,430,000 | 73 |
| Other fiduciary accounts, managed assets | $1,852,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $47,731,000 | 279 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,194,130,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $219,701,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,832,356,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,095,906,000 | 22 |
| Other retirement accounts, non-managed assets | $9,527,000 | 192 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $11,604,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,036,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 123 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,341,456,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 37 |
| Individual retirement,health savings and similar accounts, non-managed | $8,788,000 | 227 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,225,885,000 | 70 |
| Managed Assets ($) | $6,107,110,000 | 71 |
| Personal trust and agency accounts, managed assets | $619,677,000 | 153 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $394,707,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $257,016,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $182,075,000 | 140 |
| Corporate trust and agency accounts, managed assets | $1,109,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $4,247,669,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $402,946,000 | 72 |
| Other fiduciary accounts, managed assets | $1,911,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $182,075,000 | 135 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,118,775,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $220,543,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,785,175,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,077,313,000 | 22 |
| Other retirement accounts, non-managed assets | $10,483,000 | 163 |
| Corporate trust and agency accounts, non-managed assets | $0 | 111 |
| Investment management and advisory agency accounts, non-managed assets | $11,091,000 | 104 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,170,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 92 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,362,384,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | $9,720,000 | 185 |
| 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 | $11,929,183,000 | 68 |
| Managed Assets ($) | $6,132,562,000 | 65 |
| Personal trust and agency accounts, managed assets | $604,793,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $374,888,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $259,449,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $288,650,000 | 98 |
| Corporate trust and agency accounts, managed assets | $1,064,000 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $4,215,218,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $386,666,000 | 69 |
| Other fiduciary accounts, managed assets | $1,834,000 | 112 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $288,650,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $82,558,000 | 35 |
| Non-managed Assets ($) | $5,796,621,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $219,575,000 | 97 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,626,559,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,914,184,000 | 23 |
| Other retirement accounts, non-managed assets | $11,361,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $11,202,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,740,000 | 79 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,264,989,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 42 |
| Individual retirement,health savings and similar accounts, non-managed | $10,478,000 | 263 |
| 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 | $11,314,934,000 | 67 |
| Managed Assets ($) | $5,813,350,000 | 68 |
| Personal trust and agency accounts, managed assets | $586,560,000 | 148 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $349,465,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $240,702,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $261,121,000 | 103 |
| Corporate trust and agency accounts, managed assets | $991,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $4,007,637,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $365,105,000 | 71 |
| Other fiduciary accounts, managed assets | $1,769,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $261,121,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,501,584,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $218,563,000 | 91 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,465,828,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,781,000,000 | 23 |
| Other retirement accounts, non-managed assets | $11,017,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $11,746,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,430,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,140,990,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | $10,206,000 | 177 |
| 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 | $11,564,818,000 | 67 |
| Managed Assets ($) | $6,023,783,000 | 64 |
| Personal trust and agency accounts, managed assets | $586,403,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $344,722,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $253,166,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $273,445,000 | 99 |
| Corporate trust and agency accounts, managed assets | $1,018,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $4,260,900,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $302,099,000 | 73 |
| Other fiduciary accounts, managed assets | $2,030,000 | 71 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $273,445,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,541,035,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $197,092,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,515,971,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,792,773,000 | 23 |
| Other retirement accounts, non-managed assets | $11,098,000 | 182 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $10,521,000 | 116 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,580,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,242,530,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $10,316,000 | 203 |
| 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 | $11,255,651,000 | 73 |
| Managed Assets ($) | $5,864,709,000 | 70 |
| Personal trust and agency accounts, managed assets | $573,525,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $337,212,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $248,710,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $263,985,000 | 107 |
| Corporate trust and agency accounts, managed assets | $991,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $4,140,536,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $298,052,000 | 76 |
| Other fiduciary accounts, managed assets | $1,698,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $263,985,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,390,942,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $198,173,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,432,514,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,725,395,000 | 23 |
| Other retirement accounts, non-managed assets | $10,513,000 | 159 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $10,383,000 | 111 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,964,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,062,078,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,674,000 | 183 |
| 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 | $10,701,909,000 | 75 |
| Managed Assets ($) | $5,572,855,000 | 69 |
| Personal trust and agency accounts, managed assets | $572,854,000 | 152 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $318,724,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $238,912,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $251,035,000 | 109 |
| Corporate trust and agency accounts, managed assets | $958,000 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $3,898,727,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $289,429,000 | 79 |
| Other fiduciary accounts, managed assets | $2,216,000 | 97 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $251,035,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $89,770,000 | 38 |
| Non-managed Assets ($) | $5,129,054,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $194,785,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,335,691,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,563,811,000 | 25 |
| Other retirement accounts, non-managed assets | $10,070,000 | 231 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $10,383,000 | 148 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,314,000 | 77 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,928,197,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,289,000 | 286 |
| 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 | $10,155,214,000 | 75 |
| Managed Assets ($) | $5,236,277,000 | 70 |
| Personal trust and agency accounts, managed assets | $560,766,000 | 147 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $302,344,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $228,649,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $239,737,000 | 109 |
| Corporate trust and agency accounts, managed assets | $903,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $3,625,383,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $276,135,000 | 79 |
| Other fiduciary accounts, managed assets | $2,360,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $239,737,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,918,937,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $184,710,000 | 92 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,242,507,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,457,926,000 | 26 |
| Other retirement accounts, non-managed assets | $9,719,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $10,241,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,834,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,553,152,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $8,835,000 | 191 |
| 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 | $10,091,474,000 | 62 |
| Managed Assets ($) | $4,998,038,000 | 63 |
| Personal trust and agency accounts, managed assets | $589,525,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $297,865,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $245,170,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $255,873,000 | 98 |
| Corporate trust and agency accounts, managed assets | $943,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $3,302,975,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $304,112,000 | 63 |
| Other fiduciary accounts, managed assets | $1,575,000 | 76 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $255,873,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,093,436,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $178,325,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,327,422,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,552,620,000 | 23 |
| Other retirement accounts, non-managed assets | $9,974,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $10,144,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,951,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,901,318,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,182,000 | 206 |
| 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 | $11,164,039,000 | 62 |
| Managed Assets ($) | $5,375,563,000 | 62 |
| Personal trust and agency accounts, managed assets | $684,963,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $320,811,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $377,832,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $285,269,000 | 98 |
| Corporate trust and agency accounts, managed assets | $1,033,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $3,428,652,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $275,419,000 | 70 |
| Other fiduciary accounts, managed assets | $1,584,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $285,269,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,788,476,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $173,435,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,620,374,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,955,824,000 | 23 |
| Other retirement accounts, non-managed assets | $12,672,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $11,234,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,937,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,638,798,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,799,000 | 170 |
| 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 | $11,630,342,000 | 60 |
| Managed Assets ($) | $5,524,416,000 | 61 |
| Personal trust and agency accounts, managed assets | $703,425,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $321,907,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $410,408,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $303,561,000 | 96 |
| Corporate trust and agency accounts, managed assets | $1,082,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $3,483,851,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $298,720,000 | 66 |
| Other fiduciary accounts, managed assets | $1,462,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $303,561,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $101,605,000 | 28 |
| Non-managed Assets ($) | $6,105,926,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $165,035,000 | 89 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,779,067,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,121,974,000 | 24 |
| Other retirement accounts, non-managed assets | $13,704,000 | 193 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $11,093,000 | 132 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,053,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,863,783,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,842,000 | 249 |
| 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 | $10,333,224,000 | 60 |
| Managed Assets ($) | $5,331,504,000 | 61 |
| Personal trust and agency accounts, managed assets | $702,442,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $306,642,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $402,624,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $295,242,000 | 95 |
| Corporate trust and agency accounts, managed assets | $1,045,000 | 45 |
| Investment management and investment advisory agency accounts, managed assets | $3,330,913,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $291,136,000 | 66 |
| Other fiduciary accounts, managed assets | $1,460,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $295,242,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,001,720,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $165,011,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,313,856,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,481,732,000 | 25 |
| Other retirement accounts, non-managed assets | $15,539,000 | 136 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $10,631,000 | 95 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,951,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,997,594,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $14,581,000 | 156 |
| 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 | $10,239,027,000 | 60 |
| Managed Assets ($) | $5,236,838,000 | 60 |
| Personal trust and agency accounts, managed assets | $709,617,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $302,838,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $407,168,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $293,766,000 | 95 |
| Corporate trust and agency accounts, managed assets | $1,044,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $3,227,221,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $293,540,000 | 66 |
| Other fiduciary accounts, managed assets | $1,644,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $293,766,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,002,189,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $246,136,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,287,364,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,428,104,000 | 25 |
| Other retirement accounts, non-managed assets | $15,711,000 | 147 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $9,584,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,290,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,289,604,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $14,666,000 | 176 |
| 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 | $9,939,849,000 | 59 |
| Managed Assets ($) | $5,072,090,000 | 60 |
| Personal trust and agency accounts, managed assets | $697,141,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $297,264,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $399,274,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $281,926,000 | 96 |
| Corporate trust and agency accounts, managed assets | $1,011,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $3,110,109,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $283,293,000 | 65 |
| Other fiduciary accounts, managed assets | $2,072,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $281,926,000 | 90 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,867,759,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $246,195,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,250,219,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,331,880,000 | 25 |
| Other retirement accounts, non-managed assets | $15,323,000 | 138 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $9,478,000 | 101 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,664,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,951,198,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $14,169,000 | 162 |
| 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 | $9,742,990,000 | 61 |
| Managed Assets ($) | $4,993,413,000 | 60 |
| Personal trust and agency accounts, managed assets | $686,033,000 | 107 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $292,476,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $413,130,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $271,582,000 | 96 |
| Corporate trust and agency accounts, managed assets | $986,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $3,076,584,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $250,713,000 | 69 |
| Other fiduciary accounts, managed assets | $1,909,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $271,582,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $118,961,000 | 30 |
| Non-managed Assets ($) | $4,749,577,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $228,911,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,201,739,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,280,087,000 | 25 |
| Other retirement accounts, non-managed assets | $14,947,000 | 186 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $9,461,000 | 138 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,432,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,976,364,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $13,926,000 | 238 |
| 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 | $9,392,669,000 | 58 |
| Managed Assets ($) | $4,876,998,000 | 56 |
| Personal trust and agency accounts, managed assets | $656,797,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $277,038,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $395,860,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $243,563,000 | 100 |
| Corporate trust and agency accounts, managed assets | $99,074,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $2,966,561,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $236,190,000 | 68 |
| Other fiduciary accounts, managed assets | $1,915,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $243,563,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,515,671,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $229,944,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,108,249,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,139,219,000 | 25 |
| Other retirement accounts, non-managed assets | $14,293,000 | 135 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $10,980,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,986,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,939,503,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $13,268,000 | 165 |
| 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 | $8,921,364,000 | 60 |
| Managed Assets ($) | $4,598,960,000 | 57 |
| Personal trust and agency accounts, managed assets | $649,979,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $286,893,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $389,813,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $231,282,000 | 102 |
| Corporate trust and agency accounts, managed assets | $96,263,000 | 14 |
| Investment management and investment advisory agency accounts, managed assets | $2,715,941,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $226,463,000 | 67 |
| Other fiduciary accounts, managed assets | $2,326,000 | 70 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $231,282,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,322,404,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $222,731,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,020,658,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,043,795,000 | 25 |
| Other retirement accounts, non-managed assets | $11,505,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $10,945,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,770,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,778,193,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,505,000 | 190 |
| 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 | $8,311,683,000 | 59 |
| Managed Assets ($) | $4,332,531,000 | 56 |
| Personal trust and agency accounts, managed assets | $624,747,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $280,306,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $378,614,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $205,575,000 | 102 |
| Corporate trust and agency accounts, managed assets | $88,018,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $2,546,385,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $206,482,000 | 65 |
| Other fiduciary accounts, managed assets | $2,404,000 | 67 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $205,575,000 | 92 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,979,152,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $220,538,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,855,040,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,869,043,000 | 25 |
| Other retirement accounts, non-managed assets | $10,494,000 | 155 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $10,647,000 | 91 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,390,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,939,963,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,573,000 | 188 |
| 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 | $9,019,120,000 | 61 |
| Managed Assets ($) | $4,554,516,000 | 58 |
| Personal trust and agency accounts, managed assets | $667,826,000 | 104 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $300,734,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $417,384,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $234,233,000 | 103 |
| Corporate trust and agency accounts, managed assets | $100,287,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $2,592,168,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $239,388,000 | 65 |
| Other fiduciary accounts, managed assets | $2,496,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $234,233,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $129,083,000 | 35 |
| Non-managed Assets ($) | $4,464,604,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $229,638,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,118,220,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,079,878,000 | 24 |
| Other retirement accounts, non-managed assets | $12,198,000 | 207 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $10,616,000 | 133 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,054,000 | 71 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,009,956,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,379,000 | 260 |
| 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 | $8,744,801,000 | 61 |
| Managed Assets ($) | $4,446,430,000 | 59 |
| Personal trust and agency accounts, managed assets | $647,699,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $290,030,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $414,854,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $225,173,000 | 100 |
| Corporate trust and agency accounts, managed assets | $100,822,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $2,535,181,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $230,200,000 | 64 |
| Other fiduciary accounts, managed assets | $2,471,000 | 68 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $222,827,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,298,371,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $222,316,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,054,792,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,985,267,000 | 26 |
| Other retirement accounts, non-managed assets | $12,568,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $10,389,000 | 90 |
| Foundation and endowment trust and agency accounts, non-managed assets | $13,039,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,886,987,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,555,000 | 177 |
| 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 | $8,545,072,000 | 60 |
| Managed Assets ($) | $4,307,140,000 | 59 |
| Personal trust and agency accounts, managed assets | $657,514,000 | 102 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $285,362,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $426,730,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $215,306,000 | 103 |
| Corporate trust and agency accounts, managed assets | $99,333,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $2,391,748,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $228,566,000 | 64 |
| Other fiduciary accounts, managed assets | $2,581,000 | 72 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $213,093,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,237,932,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $219,906,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,034,656,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,949,964,000 | 26 |
| Other retirement accounts, non-managed assets | $12,211,000 | 161 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $10,359,000 | 99 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,836,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,796,653,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,383,000 | 192 |
| 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 | $8,423,458,000 | 59 |
| Managed Assets ($) | $4,259,908,000 | 57 |
| Personal trust and agency accounts, managed assets | $663,597,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $288,546,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $414,176,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $207,047,000 | 101 |
| Corporate trust and agency accounts, managed assets | $97,303,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $2,365,598,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $221,103,000 | 66 |
| Other fiduciary accounts, managed assets | $2,538,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $204,884,000 | 93 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,163,550,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $213,601,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,007,232,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,909,564,000 | 25 |
| Other retirement accounts, non-managed assets | $11,750,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $10,446,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,957,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,739,202,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $10,851,000 | 196 |
| 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 | $8,188,260,000 | 59 |
| Managed Assets ($) | $4,233,611,000 | 57 |
| Personal trust and agency accounts, managed assets | $629,882,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $255,100,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $406,939,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $190,597,000 | 98 |
| Corporate trust and agency accounts, managed assets | $91,500,000 | 18 |
| Investment management and investment advisory agency accounts, managed assets | $2,450,202,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $206,781,000 | 64 |
| Other fiduciary accounts, managed assets | $2,610,000 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $186,641,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $156,919,000 | 31 |
| Non-managed Assets ($) | $3,954,649,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $209,501,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,775,113,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,938,046,000 | 25 |
| Other retirement accounts, non-managed assets | $10,749,000 | 212 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $10,474,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,766,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,615,768,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,971,000 | 273 |
| 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 | $8,553,645,000 | 59 |
| Managed Assets ($) | $4,374,784,000 | 56 |
| Personal trust and agency accounts, managed assets | $661,743,000 | 98 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $271,724,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $431,813,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $207,890,000 | 95 |
| Corporate trust and agency accounts, managed assets | $96,297,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $2,477,422,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $225,407,000 | 64 |
| Other fiduciary accounts, managed assets | $2,488,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $207,890,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,178,861,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $140,114,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,887,592,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,116,602,000 | 25 |
| Other retirement accounts, non-managed assets | $11,547,000 | 160 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $12,934,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,072,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,441,946,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,547,000 | 192 |
| 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 | $8,305,961,000 | 59 |
| Managed Assets ($) | $4,255,773,000 | 55 |
| Personal trust and agency accounts, managed assets | $914,881,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,127,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $647,490,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $195,794,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $2,241,722,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $65,015,000 | 134 |
| Other fiduciary accounts, managed assets | $3,744,000 | 61 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $195,794,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,050,188,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $140,641,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,327,869,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,561,455,000 | 25 |
| Other retirement accounts, non-managed assets | $9,843,000 | 170 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,919,000 | 74 |
| Other fiduciary accounts, non-managed assets | $461,000 | 72 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,424,930,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $9,843,000 | 199 |
| 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 | $8,285,312,000 | 60 |
| Managed Assets ($) | $4,280,060,000 | 56 |
| Personal trust and agency accounts, managed assets | $929,801,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $294,055,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $486,272,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $193,191,000 | 97 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $2,325,351,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $47,766,000 | 153 |
| Other fiduciary accounts, managed assets | $3,624,000 | 62 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $193,191,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,005,252,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $121,490,000 | 84 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,152,105,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,713,485,000 | 29 |
| Other retirement accounts, non-managed assets | $14,104,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $4,068,000 | 139 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,457,430,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,104,000 | 171 |
| 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 | $8,388,553,000 | 59 |
| Managed Assets ($) | $4,325,624,000 | 56 |
| Personal trust and agency accounts, managed assets | $968,236,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $296,841,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $498,678,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $195,744,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $2,346,819,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $15,203,000 | 266 |
| Other fiduciary accounts, managed assets | $4,103,000 | 86 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $195,744,000 | 87 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $180,808,000 | 32 |
| Non-managed Assets ($) | $4,062,929,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $121,501,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,190,147,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,733,275,000 | 30 |
| Other retirement accounts, non-managed assets | $13,738,000 | 206 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $4,268,000 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,355,179,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,738,000 | 236 |
| 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 | $8,288,142,000 | 60 |
| Managed Assets ($) | $4,308,693,000 | 56 |
| Personal trust and agency accounts, managed assets | $971,066,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $304,654,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $492,417,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $184,930,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,336,573,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $14,979,000 | 227 |
| Other fiduciary accounts, managed assets | $4,074,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $184,930,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,979,449,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $120,521,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,148,155,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,693,824,000 | 30 |
| Other retirement accounts, non-managed assets | $13,468,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $3,481,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,179,747,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,468,000 | 169 |
| 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 | $8,046,182,000 | 59 |
| Managed Assets ($) | $4,196,808,000 | 56 |
| Personal trust and agency accounts, managed assets | $960,778,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $299,478,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $469,154,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $180,286,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,268,549,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $14,961,000 | 224 |
| Other fiduciary accounts, managed assets | $3,602,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $180,286,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,849,374,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $131,924,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,090,516,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,611,778,000 | 30 |
| Other retirement accounts, non-managed assets | $11,730,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $3,426,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,966,535,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,730,000 | 183 |
| 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 | $7,911,178,000 | 59 |
| Managed Assets ($) | $4,186,128,000 | 56 |
| Personal trust and agency accounts, managed assets | $954,451,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $354,621,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $459,666,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $173,252,000 | 92 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $2,228,902,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $15,236,000 | 226 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $173,252,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,725,050,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $117,665,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,019,440,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,572,116,000 | 30 |
| Other retirement accounts, non-managed assets | $11,628,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $4,201,000 | 134 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,799,477,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,628,000 | 183 |
| 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 | $7,890,904,000 | 59 |
| Managed Assets ($) | $4,091,275,000 | 56 |
| Personal trust and agency accounts, managed assets | $947,433,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $365,223,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $417,869,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $165,632,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $2,179,629,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $15,489,000 | 244 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $165,632,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $217,409,000 | 34 |
| Non-managed Assets ($) | $3,799,629,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $114,365,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,942,675,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,727,172,000 | 30 |
| Other retirement accounts, non-managed assets | $11,339,000 | 226 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $4,078,000 | 183 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,658,969,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,339,000 | 262 |
| 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 | $7,921,396,000 | 59 |
| Managed Assets ($) | $4,109,462,000 | 55 |
| Personal trust and agency accounts, managed assets | $946,865,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $367,504,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $409,934,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $159,392,000 | 95 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,210,371,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $15,396,000 | 217 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $159,392,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,811,934,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $125,254,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,927,478,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,744,674,000 | 29 |
| Other retirement accounts, non-managed assets | $11,267,000 | 173 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $3,261,000 | 140 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,666,128,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,267,000 | 187 |
| 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 | $7,734,599,000 | 59 |
| Managed Assets ($) | $4,046,907,000 | 56 |
| Personal trust and agency accounts, managed assets | $950,100,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $352,535,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $403,022,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $153,431,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,171,905,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $15,914,000 | 214 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $153,431,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,687,692,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $123,796,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,853,806,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,694,974,000 | 28 |
| Other retirement accounts, non-managed assets | $11,905,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $3,211,000 | 142 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,777,894,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,905,000 | 180 |
| 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 | $7,583,171,000 | 60 |
| Managed Assets ($) | $3,964,129,000 | 55 |
| Personal trust and agency accounts, managed assets | $937,328,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $350,326,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $399,845,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $150,133,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $2,110,332,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $16,165,000 | 211 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $150,133,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,619,042,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $120,386,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,823,874,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,660,108,000 | 26 |
| Other retirement accounts, non-managed assets | $11,610,000 | 166 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $3,064,000 | 143 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,779,413,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,610,000 | 183 |
| 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 | $7,445,704,000 | 60 |
| Managed Assets ($) | $3,873,741,000 | 56 |
| Personal trust and agency accounts, managed assets | $936,561,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,584,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $402,312,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $149,551,000 | 94 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $2,032,774,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $13,959,000 | 258 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $149,551,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $217,015,000 | 35 |
| Non-managed Assets ($) | $3,571,963,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $119,488,000 | 83 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,775,452,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,662,220,000 | 27 |
| Other retirement accounts, non-managed assets | $11,759,000 | 223 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $3,044,000 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,711,733,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,759,000 | 259 |
| 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 | $7,353,955,000 | 59 |
| Managed Assets ($) | $3,834,769,000 | 55 |
| Personal trust and agency accounts, managed assets | $937,273,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $330,823,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $392,584,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $139,331,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,020,826,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $13,932,000 | 226 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $139,331,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,519,186,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $124,703,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,729,032,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,650,815,000 | 26 |
| Other retirement accounts, non-managed assets | $11,636,000 | 162 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $3,000,000 | 144 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,715,168,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $11,636,000 | 178 |
| 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 | $7,804,069,000 | 60 |
| Managed Assets ($) | $3,923,828,000 | 58 |
| Personal trust and agency accounts, managed assets | $974,481,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $339,037,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $412,394,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $144,901,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $2,038,121,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $14,894,000 | 225 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $144,901,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,880,241,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $315,961,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,796,145,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,752,846,000 | 24 |
| Other retirement accounts, non-managed assets | $12,964,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $2,325,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,661,457,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,964,000 | 175 |
| 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 | $7,729,269,000 | 62 |
| Managed Assets ($) | $3,785,643,000 | 58 |
| Personal trust and agency accounts, managed assets | $971,266,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $356,797,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $421,122,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $134,891,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,886,674,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $14,893,000 | 225 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $134,891,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,943,626,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $325,373,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,808,190,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,794,227,000 | 25 |
| Other retirement accounts, non-managed assets | $13,619,000 | 154 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $2,217,000 | 150 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,677,968,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,619,000 | 174 |
| 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 | $7,592,701,000 | 62 |
| Managed Assets ($) | $3,730,834,000 | 59 |
| Personal trust and agency accounts, managed assets | $962,757,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $354,028,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $417,578,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $121,227,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $1,860,602,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $14,642,000 | 249 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $121,227,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $266,392,000 | 34 |
| Non-managed Assets ($) | $3,861,867,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $324,038,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,764,286,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,758,765,000 | 25 |
| Other retirement accounts, non-managed assets | $13,589,000 | 204 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $1,189,000 | 254 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,529,119,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,589,000 | 242 |
| 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 | $7,401,500,000 | 61 |
| Managed Assets ($) | $3,667,470,000 | 59 |
| Personal trust and agency accounts, managed assets | $958,098,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $344,348,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $404,566,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $119,071,000 | 110 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,826,541,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $14,846,000 | 218 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $119,071,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,734,030,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $317,669,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,760,994,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,640,637,000 | 27 |
| Other retirement accounts, non-managed assets | $13,562,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $1,168,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,538,087,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,562,000 | 172 |
| 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 | $7,373,985,000 | 60 |
| Managed Assets ($) | $3,675,255,000 | 58 |
| Personal trust and agency accounts, managed assets | $963,130,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $348,021,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $419,651,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $119,145,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,809,862,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $15,446,000 | 217 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $119,145,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,698,730,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $299,521,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,728,816,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,654,165,000 | 26 |
| Other retirement accounts, non-managed assets | $15,032,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $1,196,000 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,713,413,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,032,000 | 164 |
| 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 | $7,130,118,000 | 61 |
| Managed Assets ($) | $3,586,803,000 | 59 |
| Personal trust and agency accounts, managed assets | $953,567,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $325,818,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $420,512,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $113,215,000 | 109 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,758,294,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $15,397,000 | 213 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $113,215,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,543,315,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $301,156,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,615,235,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,609,929,000 | 27 |
| Other retirement accounts, non-managed assets | $13,305,000 | 153 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $3,690,000 | 127 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,701,340,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,305,000 | 175 |
| 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 | $6,951,682,000 | 60 |
| Managed Assets ($) | $3,518,844,000 | 57 |
| Personal trust and agency accounts, managed assets | $928,542,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $319,986,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $417,922,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $111,738,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $1,724,897,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $15,759,000 | 235 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $111,738,000 | 95 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $271,286,000 | 34 |
| Non-managed Assets ($) | $3,432,838,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $293,764,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,556,538,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,567,894,000 | 27 |
| Other retirement accounts, non-managed assets | $13,345,000 | 210 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $1,297,000 | 248 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,481,422,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $13,345,000 | 250 |
| 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 | $6,978,810,000 | 60 |
| Managed Assets ($) | $3,429,469,000 | 59 |
| Personal trust and agency accounts, managed assets | $923,241,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $310,303,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $402,928,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $105,823,000 | 108 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,671,369,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $15,805,000 | 197 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $105,823,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,549,341,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $314,697,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,664,949,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,555,485,000 | 27 |
| Other retirement accounts, non-managed assets | $12,952,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $1,258,000 | 153 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,380,031,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,952,000 | 179 |
| 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 | $6,801,873,000 | 59 |
| Managed Assets ($) | $3,348,091,000 | 58 |
| Personal trust and agency accounts, managed assets | $895,643,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $307,764,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $381,578,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $98,362,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $1,648,695,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $16,049,000 | 194 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $98,362,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,453,782,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $317,633,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,599,932,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,522,923,000 | 27 |
| Other retirement accounts, non-managed assets | $12,943,000 | 156 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $351,000 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,377,874,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $12,943,000 | 178 |
| 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 | $6,775,253,000 | 60 |
| Managed Assets ($) | $3,320,251,000 | 59 |
| Personal trust and agency accounts, managed assets | $920,150,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $317,787,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $368,768,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $95,245,000 | 116 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $1,602,241,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $16,060,000 | 196 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $95,245,000 | 104 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,455,002,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $316,531,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,605,205,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,518,475,000 | 27 |
| Other retirement accounts, non-managed assets | $14,791,000 | 145 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,463,338,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $14,791,000 | 166 |
| 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 | $6,125,357,000 | 62 |
| Managed Assets ($) | $2,782,973,000 | 65 |
| Personal trust and agency accounts, managed assets | $900,638,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $291,659,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $358,900,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $90,577,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $1,125,478,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $15,721,000 | 217 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $90,577,000 | 98 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $276,745,000 | 34 |
| Non-managed Assets ($) | $3,342,384,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $316,959,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,548,097,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,462,290,000 | 27 |
| Other retirement accounts, non-managed assets | $15,038,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,342,345,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $15,038,000 | 218 |
| 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 | $6,210,251,000 | 60 |
| Managed Assets ($) | $2,817,184,000 | 64 |
| Personal trust and agency accounts, managed assets | $875,807,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $295,158,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $355,849,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $87,357,000 | 121 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,187,092,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $15,921,000 | 182 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $87,357,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,393,067,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $337,924,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,568,886,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,469,723,000 | 27 |
| Other retirement accounts, non-managed assets | $16,534,000 | 127 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,382,948,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,534,000 | 143 |
| 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 | $5,894,710,000 | 62 |
| Managed Assets ($) | $2,686,782,000 | 64 |
| Personal trust and agency accounts, managed assets | $857,071,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $288,518,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $339,160,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $81,509,000 | 120 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,104,438,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $16,086,000 | 179 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $81,509,000 | 105 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,207,928,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $335,252,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,516,707,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,339,720,000 | 27 |
| Other retirement accounts, non-managed assets | $16,249,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,297,817,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $16,249,000 | 142 |
| 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 | $6,000,354,000 | 62 |
| Managed Assets ($) | $2,724,877,000 | 63 |
| Personal trust and agency accounts, managed assets | $888,272,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $296,727,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $348,859,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $82,123,000 | 118 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,092,233,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | $16,663,000 | 182 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $82,123,000 | 103 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,275,477,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $335,193,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,538,844,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,385,205,000 | 27 |
| Other retirement accounts, non-managed assets | $16,235,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,334,205,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $16,235,000 | 146 |
| 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 | $5,680,354,000 | 61 |
| Managed Assets ($) | $2,589,064,000 | 64 |
| Personal trust and agency accounts, managed assets | $854,467,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $279,526,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $321,716,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $80,576,000 | 116 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $1,038,506,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $14,273,000 | 212 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $80,576,000 | 100 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $247,329,000 | 35 |
| Non-managed Assets ($) | $3,091,290,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $334,456,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,449,043,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,293,031,000 | 26 |
| Other retirement accounts, non-managed assets | $14,760,000 | 168 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,391,399,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $14,760,000 | 213 |
| 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 | $5,572,179,000 | 63 |
| Managed Assets ($) | $2,532,238,000 | 65 |
| Personal trust and agency accounts, managed assets | $835,880,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $277,587,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $306,672,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $79,036,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,018,878,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | $14,185,000 | 178 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $79,036,000 | 96 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,039,941,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $366,350,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,411,919,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,246,231,000 | 27 |
| Other retirement accounts, non-managed assets | $15,441,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,335,178,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $15,441,000 | 143 |
| 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 | $5,989,467,000 | 63 |
| Managed Assets ($) | $2,715,003,000 | 64 |
| Personal trust and agency accounts, managed assets | $911,658,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $291,393,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $336,287,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $85,270,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,075,043,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $15,352,000 | 170 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $85,270,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,274,464,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $369,744,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,496,513,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,391,161,000 | 28 |
| Other retirement accounts, non-managed assets | $17,046,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,436,552,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $17,046,000 | 135 |
| 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 | $5,838,183,000 | 64 |
| Managed Assets ($) | $2,676,510,000 | 62 |
| Personal trust and agency accounts, managed assets | $922,802,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $296,307,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $335,436,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $83,418,000 | 115 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $1,022,964,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $15,583,000 | 172 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $83,418,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,161,673,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $253,568,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,489,284,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,401,170,000 | 27 |
| Other retirement accounts, non-managed assets | $17,651,000 | 123 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,448,933,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $17,651,000 | 135 |
| 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 | $5,709,569,000 | 65 |
| Managed Assets ($) | $2,641,085,000 | 65 |
| Personal trust and agency accounts, managed assets | $920,766,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $289,718,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $306,760,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $79,330,000 | 116 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $1,028,927,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | $15,584,000 | 202 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $79,330,000 | 99 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $248,480,000 | 36 |
| Non-managed Assets ($) | $3,068,484,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $251,845,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,430,631,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,366,740,000 | 27 |
| Other retirement accounts, non-managed assets | $19,268,000 | 152 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,437,614,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $19,628,000 | 171 |
| 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 | $5,561,942,000 | 65 |
| Managed Assets ($) | $2,602,175,000 | 65 |
| Personal trust and agency accounts, managed assets | $938,926,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $278,160,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $296,770,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $75,674,000 | 118 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $997,257,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | $15,388,000 | 169 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $75,674,000 | 97 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,959,767,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $254,018,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,391,941,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,294,006,000 | 27 |
| Other retirement accounts, non-managed assets | $19,802,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,634,886,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $19,802,000 | 124 |
| 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 | $5,313,499,000 | 65 |
| Managed Assets ($) | $2,506,983,000 | 65 |
| Personal trust and agency accounts, managed assets | $912,133,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $194,621,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $359,277,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $68,438,000 | 114 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $957,329,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | $15,185,000 | 168 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $68,438,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,806,516,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $253,106,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,347,607,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,186,859,000 | 27 |
| Other retirement accounts, non-managed assets | $18,944,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,499,963,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $18,944,000 | 124 |
| 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 | $5,067,758,000 | 67 |
| Managed Assets ($) | $2,540,642,000 | 63 |
| Personal trust and agency accounts, managed assets | $950,516,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $161,302,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $369,291,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $71,949,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $972,399,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | $15,185,000 | 172 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $71,949,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,527,116,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $253,511,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $990,408,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,264,716,000 | 27 |
| Other retirement accounts, non-managed assets | $18,481,000 | 119 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,579,758,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $18,481,000 | 121 |
| 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 | $4,637,302,000 | 69 |
| Managed Assets ($) | $2,333,291,000 | 69 |
| Personal trust and agency accounts, managed assets | $961,592,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $80,867,000 | 87 |
| Employee benefit-defined benefit accounts, managed assets | $353,682,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $69,357,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $852,921,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | $14,872,000 | 189 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $69,357,000 | 94 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $212,480,000 | 42 |
| Non-managed Assets ($) | $2,304,011,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $254,000,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,674,546,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $358,846,000 | 43 |
| Other retirement accounts, non-managed assets | $16,619,000 | 164 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,417,297,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $16,619,000 | 196 |
| 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 | $3,094,052,000 | 84 |
| Managed Assets ($) | $2,110,578,000 | 74 |
| Personal trust and agency accounts, managed assets | $802,157,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,855,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $287,570,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $66,082,000 | 113 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $813,914,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $983,474,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $260,340,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $207,460,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $496,985,000 | 39 |
| Other retirement accounts, non-managed assets | $18,689,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,385,102,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,889,862,000 | 84 |
| Managed Assets ($) | $2,032,428,000 | 73 |
| Personal trust and agency accounts, managed assets | $763,028,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,124,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $218,978,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $61,102,000 | 117 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $855,196,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $857,434,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $265,831,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $197,605,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $374,925,000 | 45 |
| Other retirement accounts, non-managed assets | $19,073,000 | 118 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,520,027,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,767,885,000 | 85 |
| Managed Assets ($) | $1,991,800,000 | 72 |
| Personal trust and agency accounts, managed assets | $755,382,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,433,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $213,610,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $56,340,000 | 119 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $829,035,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $776,085,000 | 95 |
| Personal trust and agency accounts, non-managed assets | $265,067,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $182,954,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $310,576,000 | 45 |
| Other retirement accounts, non-managed assets | $17,488,000 | 117 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,422,786,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,946,515,000 | 87 |
| Managed Assets ($) | $2,131,350,000 | 75 |
| Personal trust and agency accounts, managed assets | $923,566,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $133,647,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $200,078,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $60,934,000 | 116 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $813,125,000 | 70 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $815,165,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $265,477,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $194,276,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $336,286,000 | 48 |
| Other retirement accounts, non-managed assets | $19,126,000 | 158 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,775,570,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,356,751,000 | 76 |
| Managed Assets ($) | $2,313,881,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,029,320,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $130,194,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $232,766,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $72,129,000 | 108 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $849,472,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,042,870,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $265,556,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $219,917,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,536,413,000 | 27 |
| Other retirement accounts, non-managed assets | $20,984,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,336,392,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,715,024,000 | 77 |
| Managed Assets ($) | $2,457,376,000 | 76 |
| Personal trust and agency accounts, managed assets | $1,098,182,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,166,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $265,277,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $76,242,000 | 112 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $888,509,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,257,648,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $269,919,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $228,894,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,736,008,000 | 29 |
| Other retirement accounts, non-managed assets | $22,827,000 | 124 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,049,568,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,774,407,000 | 77 |
| Managed Assets ($) | $2,481,704,000 | 75 |
| Personal trust and agency accounts, managed assets | $1,124,357,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,467,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $274,561,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $77,916,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $872,403,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,292,703,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $270,034,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $257,695,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,742,600,000 | 29 |
| Other retirement accounts, non-managed assets | $22,374,000 | 121 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,028,977,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,102,055,000 | 75 |
| Managed Assets ($) | $2,670,840,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,189,542,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,278,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $296,255,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $85,133,000 | 101 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $973,632,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,431,215,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $256,429,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $268,981,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,881,843,000 | 30 |
| Other retirement accounts, non-managed assets | $23,962,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,932,725,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,980,041,000 | 78 |
| Managed Assets ($) | $2,531,166,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,208,978,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $120,043,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $286,739,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $87,519,000 | 98 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $827,887,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,448,875,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $256,569,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $266,016,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,900,830,000 | 29 |
| Other retirement accounts, non-managed assets | $25,460,000 | 109 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,393,725,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,880,244,000 | 81 |
| Managed Assets ($) | $2,467,899,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,172,260,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $111,659,000 | 71 |
| Employee benefit-defined benefit accounts, managed assets | $284,203,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $85,649,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $814,128,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,412,345,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $263,281,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $264,538,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,858,710,000 | 30 |
| Other retirement accounts, non-managed assets | $25,816,000 | 112 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,364,677,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,917,101,000 | 77 |
| Managed Assets ($) | $2,572,058,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,155,159,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $119,321,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $277,161,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $80,079,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $940,338,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,345,043,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $262,646,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $256,818,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,798,889,000 | 30 |
| Other retirement accounts, non-managed assets | $26,690,000 | 110 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,458,795,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,695,593,000 | 78 |
| Managed Assets ($) | $2,558,747,000 | 70 |
| Personal trust and agency accounts, managed assets | $1,132,478,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $112,844,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $281,460,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $78,352,000 | 101 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $953,613,000 | 72 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,136,846,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $73,896,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $256,819,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,780,772,000 | 30 |
| Other retirement accounts, non-managed assets | $25,359,000 | 133 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,375,211,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,621,864,000 | 82 |
| Managed Assets ($) | $2,540,272,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,104,163,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $112,795,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $272,760,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $73,017,000 | 107 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $977,537,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,081,592,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $86,581,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $254,925,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,712,919,000 | 31 |
| Other retirement accounts, non-managed assets | $27,167,000 | 114 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,202,381,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,418,197,000 | 88 |
| Managed Assets ($) | $2,497,471,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,073,538,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,916,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $263,103,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $80,739,000 | 99 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $972,175,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,920,726,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $67,631,000 | 114 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $161,536,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,672,830,000 | 33 |
| Other retirement accounts, non-managed assets | $18,729,000 | 146 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,998,480,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,432,838,000 | 85 |
| Managed Assets ($) | $2,413,758,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,119,410,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,521,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $272,180,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $26,648,000 | 206 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $879,999,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,019,080,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $73,641,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $172,959,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,698,753,000 | 33 |
| Other retirement accounts, non-managed assets | $73,727,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,014,808,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,380,512,000 | 87 |
| Managed Assets ($) | $2,419,221,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,125,390,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,261,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $261,466,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $29,437,000 | 198 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $884,667,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,961,291,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $75,964,000 | 119 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $169,675,000 | 98 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,642,061,000 | 34 |
| Other retirement accounts, non-managed assets | $73,591,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,748,526,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,373,744,000 | 87 |
| Managed Assets ($) | $2,379,956,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,122,911,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,947,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $279,744,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $29,961,000 | 186 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $821,393,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,993,788,000 | 79 |
| Personal trust and agency accounts, non-managed assets | $76,266,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $207,654,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,632,705,000 | 33 |
| Other retirement accounts, non-managed assets | $77,111,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $52,000 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,701,535,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,379,688,000 | 86 |
| Managed Assets ($) | $2,424,969,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,106,512,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,697,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $289,050,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $30,964,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $856,746,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,954,719,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $78,242,000 | 106 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,404,099,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $396,298,000 | 51 |
| Other retirement accounts, non-managed assets | $76,028,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $52,000 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,477,721,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,386,857,000 | 89 |
| Managed Assets ($) | $2,444,582,000 | 80 |
| Personal trust and agency accounts, managed assets | $1,088,164,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $141,249,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $293,252,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $32,161,000 | 177 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $889,756,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,942,275,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $77,627,000 | 113 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,403,052,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $384,918,000 | 53 |
| Other retirement accounts, non-managed assets | $76,626,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $52,000 | 172 |
| 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 | $4,434,622,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,432,272,000 | 89 |
| Managed Assets ($) | $2,481,456,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,120,932,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $150,670,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $305,334,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $31,265,000 | 181 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $873,255,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,950,816,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $74,644,000 | 122 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,417,679,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $379,975,000 | 54 |
| Other retirement accounts, non-managed assets | $78,466,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $52,000 | 325 |
| 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 | $4,282,125,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,277,744,000 | 86 |
| Managed Assets ($) | $2,382,996,000 | 82 |
| Personal trust and agency accounts, managed assets | $1,065,582,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $165,993,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $291,746,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $30,774,000 | 176 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $828,901,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,894,748,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $74,023,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,380,171,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $362,361,000 | 54 |
| Other retirement accounts, non-managed assets | $78,141,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $52,000 | 170 |
| 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 | $4,079,004,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,319,760,000 | 89 |
| Managed Assets ($) | $2,342,336,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,060,489,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,387,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $294,647,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $32,610,000 | 173 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $788,203,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,977,424,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $89,091,000 | 111 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,451,617,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $357,666,000 | 54 |
| Other retirement accounts, non-managed assets | $78,998,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $52,000 | 179 |
| 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 | $4,004,646,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,377,726,000 | 88 |
| Managed Assets ($) | $2,349,388,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,015,601,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,324,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $276,968,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $36,998,000 | 156 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $816,497,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,028,338,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $84,403,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,524,405,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $337,519,000 | 56 |
| Other retirement accounts, non-managed assets | $81,959,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $52,000 | 179 |
| 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 | $4,467,895,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,525,604,000 | 92 |
| Managed Assets ($) | $2,366,238,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,024,950,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $243,250,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $281,333,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $39,293,000 | 145 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $777,412,000 | 79 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,159,366,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $85,470,000 | 116 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,503,202,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $486,431,000 | 54 |
| Other retirement accounts, non-managed assets | $84,211,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $52,000 | 358 |
| 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 | $3,927,649,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,383,437,000 | 95 |
| Managed Assets ($) | $2,303,688,000 | 84 |
| Personal trust and agency accounts, managed assets | $995,098,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,453,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $274,682,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $38,020,000 | 146 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $768,435,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,079,749,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $84,954,000 | 115 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,426,135,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $486,431,000 | 52 |
| Other retirement accounts, non-managed assets | $82,177,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $52,000 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,829,757,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,344,050,000 | 95 |
| Managed Assets ($) | $2,220,083,000 | 86 |
| Personal trust and agency accounts, managed assets | $998,926,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $196,596,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $254,486,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $33,479,000 | 161 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $736,596,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,123,967,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $122,154,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,444,253,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $472,511,000 | 52 |
| Other retirement accounts, non-managed assets | $84,997,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $52,000 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,862,244,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,448,145,000 | 93 |
| Managed Assets ($) | $2,612,060,000 | 78 |
| Personal trust and agency accounts, managed assets | $1,073,143,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $59,515,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $333,383,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $202,258,000 | 46 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $943,761,000 | 75 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,836,085,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $14,867,000 | 211 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,365,837,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $296,232,000 | 65 |
| Other retirement accounts, non-managed assets | $79,035,000 | 81 |
| Corporate trust and agency accounts, non-managed assets | $80,114,000 | 96 |
| 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 | $4,000,688,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,518,625,000 | 90 |
| Managed Assets ($) | $2,513,174,000 | 81 |
| Personal trust and agency accounts, managed assets | $1,049,375,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $63,562,000 | 128 |
| Employee benefit-defined benefit accounts, managed assets | $330,743,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $146,066,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $923,428,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,005,451,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $16,602,000 | 254 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,426,703,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $341,222,000 | 61 |
| Other retirement accounts, non-managed assets | $135,832,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $85,092,000 | 97 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,240,457,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $6,903,581,000 | 74 |
| Managed Assets ($) | $2,638,291,000 | 79 |
| Personal trust and agency accounts, managed assets | $1,301,499,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $121,964,000 | 88 |
| Employee benefit-defined benefit accounts, managed assets | $402,413,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $113,511,000 | 78 |
| Corporate trust and agency accounts, managed assets | $8,605,000 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $690,299,000 | 73 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,265,290,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $22,360,000 | 222 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $978,401,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,953,690,000 | 27 |
| Other retirement accounts, non-managed assets | $296,205,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $14,634,000 | 164 |
| 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 | $2,697,414,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |