Home > First National Bank of Omaha > Total Fiduciary and Related Assets
First National Bank of Omaha, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,673,187,000 | 72 |
| Managed Assets ($) | $8,215,345,000 | 57 |
| Personal trust and agency accounts, managed assets | $3,459,540,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,551,000 | 208 |
| Employee benefit-defined benefit accounts, managed assets | $556,145,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $309,714,000 | 94 |
| Corporate trust and agency accounts, managed assets | $10,475,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $3,095,176,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $773,744,000 | 44 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $256,987,000 | 102 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $347,455,000 | 25 |
| Non-managed Assets ($) | $2,457,842,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $900,358,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $658,000 | 314 |
| Employee benefit-defined benefit accounts, non-managed Assets | $346,905,000 | 37 |
| Other retirement accounts, non-managed assets | $444,463,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $765,307,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $151,000 | 297 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 245 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,178,966,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $27,552,000 | 152 |
| 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 | $11,131,682,000 | 70 |
| Managed Assets ($) | $8,688,514,000 | 51 |
| Personal trust and agency accounts, managed assets | $3,878,538,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,871,000 | 168 |
| Employee benefit-defined benefit accounts, managed assets | $535,963,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $331,152,000 | 86 |
| Corporate trust and agency accounts, managed assets | $9,823,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $3,214,370,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | $708,797,000 | 42 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $278,842,000 | 91 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,443,168,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $881,622,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $653,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $319,633,000 | 39 |
| Other retirement accounts, non-managed assets | $438,981,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $802,159,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $120,000 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 192 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,894,703,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,849,000 | 98 |
| 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 | $11,690,720,000 | 66 |
| Managed Assets ($) | $9,174,544,000 | 48 |
| Personal trust and agency accounts, managed assets | $3,922,579,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,137,000 | 192 |
| Employee benefit-defined benefit accounts, managed assets | $565,361,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $381,298,000 | 74 |
| Corporate trust and agency accounts, managed assets | $10,042,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $3,552,369,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $732,758,000 | 40 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $330,292,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,516,176,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $904,959,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $645,000 | 253 |
| Employee benefit-defined benefit accounts, non-managed Assets | $337,987,000 | 37 |
| Other retirement accounts, non-managed assets | $433,136,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $839,088,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $361,000 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,728,341,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $33,616,000 | 108 |
| 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 | $11,721,208,000 | 72 |
| Managed Assets ($) | $9,194,018,000 | 52 |
| Personal trust and agency accounts, managed assets | $3,898,426,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $9,881,000 | 164 |
| Employee benefit-defined benefit accounts, managed assets | $563,614,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $386,749,000 | 76 |
| Corporate trust and agency accounts, managed assets | $9,678,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $3,620,096,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $705,574,000 | 45 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $334,511,000 | 80 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,527,190,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $879,411,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $638,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $338,754,000 | 38 |
| Other retirement accounts, non-managed assets | $425,170,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $882,877,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $340,000 | 185 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,995,951,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $34,502,000 | 99 |
| 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 | $11,385,162,000 | 72 |
| Managed Assets ($) | $8,882,320,000 | 53 |
| Personal trust and agency accounts, managed assets | $3,847,185,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $12,118,000 | 206 |
| Employee benefit-defined benefit accounts, managed assets | $548,771,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $382,032,000 | 75 |
| Corporate trust and agency accounts, managed assets | $9,284,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $3,399,646,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $683,284,000 | 48 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $331,623,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $331,651,000 | 28 |
| Non-managed Assets ($) | $2,502,842,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $875,359,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $631,000 | 331 |
| Employee benefit-defined benefit accounts, non-managed Assets | $328,956,000 | 39 |
| Other retirement accounts, non-managed assets | $409,608,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $887,754,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $534,000 | 282 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 205 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,912,107,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $31,228,000 | 141 |
| 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 | $11,170,726,000 | 73 |
| Managed Assets ($) | $8,724,745,000 | 52 |
| Personal trust and agency accounts, managed assets | $3,808,656,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,524,000 | 166 |
| Employee benefit-defined benefit accounts, managed assets | $528,652,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $380,705,000 | 73 |
| Corporate trust and agency accounts, managed assets | $163,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $3,348,300,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $637,957,000 | 50 |
| Other fiduciary accounts, managed assets | $8,788,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $332,021,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,445,981,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $810,812,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,305,000 | 225 |
| Employee benefit-defined benefit accounts, non-managed Assets | $344,469,000 | 40 |
| Other retirement accounts, non-managed assets | $399,431,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $333,798,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | $24,673,000 | 77 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
| Other fiduciary accounts, non-managed assets | $531,493,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,836,040,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,569,000 | 108 |
| 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 | $11,532,679,000 | 59 |
| Managed Assets ($) | $9,082,771,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,952,496,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,985,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $581,187,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $435,801,000 | 64 |
| Corporate trust and agency accounts, managed assets | $159,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $3,413,036,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $679,018,000 | 42 |
| Other fiduciary accounts, managed assets | $9,089,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $383,876,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,449,908,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $815,644,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,803,000 | 224 |
| Employee benefit-defined benefit accounts, non-managed Assets | $352,261,000 | 38 |
| Other retirement accounts, non-managed assets | $403,554,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $332,501,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $26,150,000 | 71 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
| Other fiduciary accounts, non-managed assets | $515,995,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,147,335,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $32,944,000 | 109 |
| 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 | $12,240,513,000 | 58 |
| Managed Assets ($) | $9,732,187,000 | 44 |
| Personal trust and agency accounts, managed assets | $4,105,412,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,144,000 | 156 |
| Employee benefit-defined benefit accounts, managed assets | $646,632,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $533,260,000 | 58 |
| Corporate trust and agency accounts, managed assets | $157,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $3,662,673,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $758,058,000 | 40 |
| Other fiduciary accounts, managed assets | $9,851,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $457,444,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,508,326,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $837,014,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,844,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $393,260,000 | 38 |
| Other retirement accounts, non-managed assets | $391,032,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $365,057,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $26,936,000 | 65 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 136 |
| Other fiduciary accounts, non-managed assets | $491,183,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,868,757,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $37,125,000 | 98 |
| 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 | $12,640,205,000 | 56 |
| Managed Assets ($) | $10,160,987,000 | 42 |
| Personal trust and agency accounts, managed assets | $4,120,781,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,335,000 | 187 |
| Employee benefit-defined benefit accounts, managed assets | $711,729,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $609,040,000 | 53 |
| Corporate trust and agency accounts, managed assets | $154,000 | 126 |
| Investment management and investment advisory agency accounts, managed assets | $3,887,460,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $805,160,000 | 38 |
| Other fiduciary accounts, managed assets | $10,328,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $525,614,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $516,184,000 | 20 |
| Non-managed Assets ($) | $2,479,218,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $686,367,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,076,000 | 281 |
| Employee benefit-defined benefit accounts, non-managed Assets | $430,440,000 | 37 |
| Other retirement accounts, non-managed assets | $405,179,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $406,441,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $28,279,000 | 79 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 184 |
| Other fiduciary accounts, non-managed assets | $518,436,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,378,933,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $40,161,000 | 121 |
| 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 | $12,388,074,000 | 55 |
| Managed Assets ($) | $9,708,851,000 | 42 |
| Personal trust and agency accounts, managed assets | $3,772,283,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,361,000 | 146 |
| Employee benefit-defined benefit accounts, managed assets | $687,806,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $639,537,000 | 49 |
| Corporate trust and agency accounts, managed assets | $151,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $3,820,206,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $759,344,000 | 37 |
| Other fiduciary accounts, managed assets | $10,163,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $556,276,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,679,223,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $666,383,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,343,000 | 197 |
| Employee benefit-defined benefit accounts, non-managed Assets | $447,295,000 | 37 |
| Other retirement accounts, non-managed assets | $387,743,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $604,881,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $35,483,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 131 |
| Other fiduciary accounts, non-managed assets | $532,095,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,167,234,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $42,497,000 | 89 |
| 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 | $12,184,929,000 | 54 |
| Managed Assets ($) | $9,448,990,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,501,430,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $16,001,000 | 171 |
| Employee benefit-defined benefit accounts, managed assets | $687,054,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $657,922,000 | 50 |
| Corporate trust and agency accounts, managed assets | $148,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $3,764,226,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $812,025,000 | 36 |
| Other fiduciary accounts, managed assets | $10,184,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $577,161,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,735,939,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $673,234,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,972,000 | 217 |
| Employee benefit-defined benefit accounts, non-managed Assets | $495,262,000 | 36 |
| Other retirement accounts, non-managed assets | $370,610,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $607,877,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $44,980,000 | 59 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
| Other fiduciary accounts, non-managed assets | $536,004,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,664,123,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $41,299,000 | 103 |
| 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 | $14,690,224,000 | 52 |
| Managed Assets ($) | $9,125,298,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,428,165,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,604,000 | 102 |
| Employee benefit-defined benefit accounts, managed assets | $658,109,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $625,646,000 | 49 |
| Corporate trust and agency accounts, managed assets | $145,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $3,594,360,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $766,473,000 | 35 |
| Other fiduciary accounts, managed assets | $9,796,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $546,130,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,564,926,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $664,642,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,844,800,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $468,773,000 | 36 |
| Other retirement accounts, non-managed assets | $397,793,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $610,372,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $44,240,000 | 51 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 126 |
| Other fiduciary accounts, non-managed assets | $534,306,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,279,980,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $66,122,000 | 62 |
| 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 | $14,446,786,000 | 53 |
| Managed Assets ($) | $9,107,179,000 | 45 |
| Personal trust and agency accounts, managed assets | $3,419,638,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $58,495,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $664,264,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $610,745,000 | 48 |
| Corporate trust and agency accounts, managed assets | $142,000 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $3,582,737,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $761,524,000 | 34 |
| Other fiduciary accounts, managed assets | $9,634,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $535,652,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $566,088,000 | 22 |
| Non-managed Assets ($) | $5,339,607,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $434,922,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,829,903,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $482,988,000 | 36 |
| Other retirement accounts, non-managed assets | $394,459,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $611,589,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $45,121,000 | 64 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 194 |
| Other fiduciary accounts, non-managed assets | $540,625,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,059,037,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $75,816,000 | 63 |
| 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 | $13,549,416,000 | 52 |
| Managed Assets ($) | $8,547,898,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,342,159,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $53,738,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $552,524,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $573,388,000 | 48 |
| Corporate trust and agency accounts, managed assets | $139,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $3,320,395,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $696,468,000 | 34 |
| Other fiduciary accounts, managed assets | $9,087,000 | 44 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $497,763,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,001,518,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $434,757,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,454,266,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $511,854,000 | 35 |
| Other retirement accounts, non-managed assets | $372,626,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $642,658,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $44,722,000 | 53 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
| Other fiduciary accounts, non-managed assets | $540,635,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,769,964,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,211,000 | 57 |
| 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 | $12,906,878,000 | 52 |
| Managed Assets ($) | $8,142,098,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,143,361,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $50,890,000 | 97 |
| Employee benefit-defined benefit accounts, managed assets | $540,834,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $545,999,000 | 49 |
| Corporate trust and agency accounts, managed assets | $136,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $3,175,714,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $673,115,000 | 34 |
| Other fiduciary accounts, managed assets | $12,049,000 | 46 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $472,259,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,764,780,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $376,577,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,381,854,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $413,791,000 | 37 |
| Other retirement accounts, non-managed assets | $357,989,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $654,239,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $44,278,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 147 |
| Other fiduciary accounts, non-managed assets | $536,052,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,173,705,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,175,000 | 58 |
| 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 | $12,288,597,000 | 50 |
| Managed Assets ($) | $7,604,468,000 | 42 |
| Personal trust and agency accounts, managed assets | $2,987,104,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $46,776,000 | 92 |
| Employee benefit-defined benefit accounts, managed assets | $502,008,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $494,326,000 | 48 |
| Corporate trust and agency accounts, managed assets | $133,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $2,955,573,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $607,697,000 | 35 |
| Other fiduciary accounts, managed assets | $10,851,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $428,679,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,684,129,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $376,085,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,265,752,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $354,787,000 | 38 |
| Other retirement accounts, non-managed assets | $346,635,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $761,089,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $42,094,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 139 |
| Other fiduciary accounts, non-managed assets | $537,687,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,125,562,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,213,000 | 61 |
| 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 | $13,473,524,000 | 52 |
| Managed Assets ($) | $8,242,981,000 | 43 |
| Personal trust and agency accounts, managed assets | $3,124,077,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $54,926,000 | 100 |
| Employee benefit-defined benefit accounts, managed assets | $545,952,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $557,226,000 | 47 |
| Corporate trust and agency accounts, managed assets | $130,000 | 127 |
| Investment management and investment advisory agency accounts, managed assets | $3,248,874,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $699,975,000 | 34 |
| Other fiduciary accounts, managed assets | $11,821,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $487,303,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $531,302,000 | 25 |
| Non-managed Assets ($) | $5,230,543,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $508,190,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,592,977,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $468,548,000 | 37 |
| Other retirement accounts, non-managed assets | $355,963,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $711,701,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $45,956,000 | 63 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
| Other fiduciary accounts, non-managed assets | $547,208,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,699,661,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $72,826,000 | 65 |
| 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 | $12,957,997,000 | 53 |
| Managed Assets ($) | $7,880,066,000 | 45 |
| Personal trust and agency accounts, managed assets | $3,074,105,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $52,937,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $483,586,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $531,638,000 | 49 |
| Corporate trust and agency accounts, managed assets | $127,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $3,073,500,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $655,622,000 | 36 |
| Other fiduciary accounts, managed assets | $8,551,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $461,354,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,077,931,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $484,809,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,449,745,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $489,973,000 | 36 |
| Other retirement accounts, non-managed assets | $340,555,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $735,579,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $46,321,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
| Other fiduciary accounts, non-managed assets | $530,949,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,558,059,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $70,298,000 | 61 |
| 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 | $12,756,261,000 | 52 |
| Managed Assets ($) | $7,844,406,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,173,768,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $55,379,000 | 95 |
| Employee benefit-defined benefit accounts, managed assets | $490,540,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $524,340,000 | 48 |
| Corporate trust and agency accounts, managed assets | $123,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $2,950,898,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $640,953,000 | 35 |
| Other fiduciary accounts, managed assets | $8,405,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $454,918,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,911,855,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $467,988,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,434,721,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $484,466,000 | 37 |
| Other retirement accounts, non-managed assets | $332,377,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $636,505,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $46,296,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,000 | 136 |
| Other fiduciary accounts, non-managed assets | $509,459,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,212,207,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $71,662,000 | 61 |
| 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 | $12,582,003,000 | 52 |
| Managed Assets ($) | $7,708,417,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,165,418,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $60,281,000 | 91 |
| Employee benefit-defined benefit accounts, managed assets | $477,371,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $500,988,000 | 48 |
| Corporate trust and agency accounts, managed assets | $119,000 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $2,868,452,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $627,581,000 | 35 |
| Other fiduciary accounts, managed assets | $8,207,000 | 56 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $434,661,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,873,586,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $492,479,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,325,538,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $475,360,000 | 38 |
| Other retirement accounts, non-managed assets | $325,645,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $723,552,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $46,362,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,000 | 139 |
| Other fiduciary accounts, non-managed assets | $484,608,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,997,906,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $72,611,000 | 56 |
| 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 | $11,817,202,000 | 51 |
| Managed Assets ($) | $7,109,647,000 | 43 |
| Personal trust and agency accounts, managed assets | $2,863,086,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $57,812,000 | 96 |
| Employee benefit-defined benefit accounts, managed assets | $451,006,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $467,888,000 | 45 |
| Corporate trust and agency accounts, managed assets | $116,000 | 123 |
| Investment management and investment advisory agency accounts, managed assets | $2,682,129,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $579,887,000 | 36 |
| Other fiduciary accounts, managed assets | $7,723,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $399,613,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $449,577,000 | 23 |
| Non-managed Assets ($) | $4,707,555,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $500,599,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,212,332,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $461,043,000 | 38 |
| Other retirement accounts, non-managed assets | $302,417,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $721,259,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $45,300,000 | 67 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,000 | 189 |
| Other fiduciary accounts, non-managed assets | $464,563,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,634,637,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $69,015,000 | 57 |
| 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 | $13,242,447,000 | 51 |
| Managed Assets ($) | $7,499,797,000 | 46 |
| Personal trust and agency accounts, managed assets | $2,978,616,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $64,550,000 | 89 |
| Employee benefit-defined benefit accounts, managed assets | $472,062,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $501,026,000 | 47 |
| Corporate trust and agency accounts, managed assets | $112,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $2,851,289,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $623,923,000 | 35 |
| Other fiduciary accounts, managed assets | $8,219,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $431,175,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,742,650,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $456,596,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,162,572,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $480,582,000 | 38 |
| Other retirement accounts, non-managed assets | $325,872,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $817,126,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $46,625,000 | 62 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,000 | 140 |
| Other fiduciary accounts, non-managed assets | $453,235,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,079,787,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $77,618,000 | 55 |
| 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 | $12,782,598,000 | 50 |
| Managed Assets ($) | $7,186,632,000 | 46 |
| Personal trust and agency accounts, managed assets | $2,870,087,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $62,374,000 | 90 |
| Employee benefit-defined benefit accounts, managed assets | $447,873,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $482,431,000 | 46 |
| Corporate trust and agency accounts, managed assets | $109,000 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $2,713,343,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $602,395,000 | 34 |
| Other fiduciary accounts, managed assets | $8,020,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $416,020,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,595,966,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $465,617,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,045,682,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $476,256,000 | 40 |
| Other retirement accounts, non-managed assets | $321,971,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $802,306,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $46,373,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,000 | 142 |
| Other fiduciary accounts, non-managed assets | $437,719,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,920,647,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $78,057,000 | 56 |
| 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 | $12,690,403,000 | 51 |
| Managed Assets ($) | $6,975,836,000 | 45 |
| Personal trust and agency accounts, managed assets | $2,864,488,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,415,000 | 93 |
| Employee benefit-defined benefit accounts, managed assets | $444,217,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $473,230,000 | 48 |
| Corporate trust and agency accounts, managed assets | $106,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $2,536,870,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $587,568,000 | 36 |
| Other fiduciary accounts, managed assets | $7,942,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $409,083,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,714,567,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $451,565,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,139,314,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $471,608,000 | 39 |
| Other retirement accounts, non-managed assets | $311,864,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $847,478,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $49,068,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 139 |
| Other fiduciary accounts, non-managed assets | $443,629,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,945,621,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $82,919,000 | 54 |
| 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 | $12,650,375,000 | 52 |
| Managed Assets ($) | $6,995,945,000 | 45 |
| Personal trust and agency accounts, managed assets | $2,863,961,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $77,108,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $453,951,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $472,274,000 | 47 |
| Corporate trust and agency accounts, managed assets | $102,000 | 137 |
| Investment management and investment advisory agency accounts, managed assets | $2,525,744,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $594,832,000 | 35 |
| Other fiduciary accounts, managed assets | $7,973,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $406,995,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $471,170,000 | 23 |
| Non-managed Assets ($) | $5,654,430,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $429,202,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,139,187,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $466,693,000 | 39 |
| Other retirement accounts, non-managed assets | $312,880,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $835,746,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $50,552,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 189 |
| Other fiduciary accounts, non-managed assets | $420,129,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,670,871,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $83,475,000 | 56 |
| 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 | $12,054,978,000 | 52 |
| Managed Assets ($) | $6,727,974,000 | 45 |
| Personal trust and agency accounts, managed assets | $2,738,414,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $74,864,000 | 84 |
| Employee benefit-defined benefit accounts, managed assets | $442,328,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $453,671,000 | 47 |
| Corporate trust and agency accounts, managed assets | $100,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $2,435,375,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $575,417,000 | 39 |
| Other fiduciary accounts, managed assets | $7,805,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $391,588,000 | 48 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,327,004,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $412,478,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,975,214,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $448,199,000 | 39 |
| Other retirement accounts, non-managed assets | $308,876,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $716,500,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $51,226,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 143 |
| Other fiduciary accounts, non-managed assets | $414,470,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,352,439,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $85,211,000 | 55 |
| 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 | $11,890,619,000 | 52 |
| Managed Assets ($) | $6,659,826,000 | 45 |
| Personal trust and agency accounts, managed assets | $2,708,486,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $72,532,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $434,588,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $429,849,000 | 47 |
| Corporate trust and agency accounts, managed assets | $96,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $2,445,992,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $560,625,000 | 41 |
| Other fiduciary accounts, managed assets | $7,658,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $369,846,000 | 50 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,230,793,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $406,289,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,882,177,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $441,018,000 | 39 |
| Other retirement accounts, non-managed assets | $298,527,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $744,699,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $51,342,000 | 58 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 144 |
| Other fiduciary accounts, non-managed assets | $406,700,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,352,379,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $85,073,000 | 53 |
| 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 | $11,782,097,000 | 52 |
| Managed Assets ($) | $6,545,437,000 | 45 |
| Personal trust and agency accounts, managed assets | $2,634,002,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $84,362,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $428,051,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $420,855,000 | 46 |
| Corporate trust and agency accounts, managed assets | $93,000 | 72 |
| Investment management and investment advisory agency accounts, managed assets | $2,420,702,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $549,859,000 | 42 |
| Other fiduciary accounts, managed assets | $7,513,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $363,002,000 | 49 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,236,660,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $383,491,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,800,731,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $429,328,000 | 39 |
| Other retirement accounts, non-managed assets | $294,688,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $873,288,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $56,131,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 143 |
| Other fiduciary accounts, non-managed assets | $398,962,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,131,096,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $96,949,000 | 48 |
| 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 | $11,313,194,000 | 52 |
| Managed Assets ($) | $6,400,894,000 | 45 |
| Personal trust and agency accounts, managed assets | $2,587,518,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,623,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $429,318,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $414,928,000 | 45 |
| Corporate trust and agency accounts, managed assets | $90,000 | 148 |
| Investment management and investment advisory agency accounts, managed assets | $2,337,110,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $535,979,000 | 41 |
| Other fiduciary accounts, managed assets | $7,328,000 | 66 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $358,120,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $439,178,000 | 27 |
| Non-managed Assets ($) | $4,912,300,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $362,426,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,640,587,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $441,035,000 | 38 |
| Other retirement accounts, non-managed assets | $287,253,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $743,664,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $55,919,000 | 55 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 189 |
| Other fiduciary accounts, non-managed assets | $381,375,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,888,034,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $89,710,000 | 52 |
| 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 | $11,350,399,000 | 52 |
| Managed Assets ($) | $6,421,516,000 | 45 |
| Personal trust and agency accounts, managed assets | $2,597,189,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,192,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $446,271,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $413,157,000 | 45 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,345,822,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $523,582,000 | 37 |
| Other fiduciary accounts, managed assets | $7,303,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $359,484,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,928,883,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $353,613,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,614,633,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $431,316,000 | 38 |
| Other retirement accounts, non-managed assets | $282,272,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $800,843,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $57,724,000 | 52 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 144 |
| Other fiduciary accounts, non-managed assets | $388,441,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,760,284,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $87,318,000 | 47 |
| 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 | $10,791,089,000 | 54 |
| Managed Assets ($) | $6,041,628,000 | 46 |
| Personal trust and agency accounts, managed assets | $2,410,941,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,022,000 | 80 |
| Employee benefit-defined benefit accounts, managed assets | $438,619,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $403,806,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,179,041,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $509,024,000 | 37 |
| Other fiduciary accounts, managed assets | $7,175,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $350,552,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,749,461,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $348,997,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,484,560,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $426,994,000 | 39 |
| Other retirement accounts, non-managed assets | $272,708,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $772,628,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $57,189,000 | 54 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 151 |
| Other fiduciary accounts, non-managed assets | $386,344,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,787,392,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $90,771,000 | 49 |
| 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 | $10,727,735,000 | 54 |
| Managed Assets ($) | $6,002,789,000 | 47 |
| Personal trust and agency accounts, managed assets | $2,420,981,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $91,234,000 | 83 |
| Employee benefit-defined benefit accounts, managed assets | $436,402,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $401,232,000 | 43 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $2,142,298,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $503,518,000 | 38 |
| Other fiduciary accounts, managed assets | $7,124,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $348,753,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,724,946,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $343,179,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,494,718,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $407,501,000 | 38 |
| Other retirement accounts, non-managed assets | $264,012,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $779,236,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $56,732,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,000 | 149 |
| Other fiduciary accounts, non-managed assets | $379,527,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,746,871,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $95,542,000 | 49 |
| 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 | $10,728,062,000 | 54 |
| Managed Assets ($) | $5,990,749,000 | 46 |
| Personal trust and agency accounts, managed assets | $2,452,980,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,289,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $438,476,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $397,911,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $2,115,182,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $485,830,000 | 40 |
| Other fiduciary accounts, managed assets | $7,081,000 | 73 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $344,903,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $322,858,000 | 31 |
| Non-managed Assets ($) | $4,737,313,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $352,599,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,457,326,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $417,550,000 | 40 |
| Other retirement accounts, non-managed assets | $263,739,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $817,606,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $56,046,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,000 | 197 |
| Other fiduciary accounts, non-managed assets | $372,404,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,664,665,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $96,970,000 | 49 |
| 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 | $10,416,392,000 | 54 |
| Managed Assets ($) | $5,898,764,000 | 46 |
| Personal trust and agency accounts, managed assets | $2,486,408,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $88,993,000 | 78 |
| Employee benefit-defined benefit accounts, managed assets | $438,779,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $389,077,000 | 44 |
| Corporate trust and agency accounts, managed assets | $5,513,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $2,021,382,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $461,613,000 | 39 |
| Other fiduciary accounts, managed assets | $6,999,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $337,570,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,517,628,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $370,030,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,463,665,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $408,574,000 | 38 |
| Other retirement accounts, non-managed assets | $259,007,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $583,388,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $59,248,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,000 | 144 |
| Other fiduciary accounts, non-managed assets | $373,654,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,757,737,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $96,556,000 | 48 |
| 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 | $10,694,754,000 | 55 |
| Managed Assets ($) | $6,045,030,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,567,584,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $93,202,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $456,610,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $405,866,000 | 45 |
| Corporate trust and agency accounts, managed assets | $5,569,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $2,038,405,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $470,404,000 | 41 |
| Other fiduciary accounts, managed assets | $7,390,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $354,147,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,649,724,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $377,941,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,566,583,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $426,741,000 | 39 |
| Other retirement accounts, non-managed assets | $266,109,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $582,898,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $60,197,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,000 | 149 |
| Other fiduciary accounts, non-managed assets | $369,234,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,918,426,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $100,664,000 | 48 |
| 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 | $10,698,979,000 | 54 |
| Managed Assets ($) | $6,111,674,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,592,495,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $92,936,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $532,412,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $399,256,000 | 46 |
| Corporate trust and agency accounts, managed assets | $5,561,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $2,012,696,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $468,889,000 | 40 |
| Other fiduciary accounts, managed assets | $7,429,000 | 59 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $347,181,000 | 47 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,587,305,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $368,538,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,545,189,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $357,362,000 | 39 |
| Other retirement accounts, non-managed assets | $267,017,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $614,314,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $63,307,000 | 45 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,631,000 | 117 |
| Other fiduciary accounts, non-managed assets | $369,947,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,960,268,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $101,375,000 | 50 |
| 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 | $10,418,098,000 | 55 |
| Managed Assets ($) | $6,027,878,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,575,456,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,361,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $484,462,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $419,075,000 | 41 |
| Corporate trust and agency accounts, managed assets | $5,546,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $2,081,886,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $372,607,000 | 47 |
| Other fiduciary accounts, managed assets | $7,485,000 | 77 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $341,708,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $290,354,000 | 33 |
| Non-managed Assets ($) | $4,390,220,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $425,381,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,231,522,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $385,352,000 | 39 |
| Other retirement accounts, non-managed assets | $349,300,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $629,662,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $5,694,000 | 157 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,000 | 204 |
| Other fiduciary accounts, non-managed assets | $363,288,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,961,124,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $102,563,000 | 53 |
| 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 | $10,561,119,000 | 56 |
| Managed Assets ($) | $5,961,326,000 | 47 |
| Personal trust and agency accounts, managed assets | $2,546,666,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $223,395,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $319,447,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $372,809,000 | 47 |
| Corporate trust and agency accounts, managed assets | $5,542,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $2,458,645,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $34,822,000 | 155 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $372,809,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,599,793,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $806,897,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,266,623,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $388,046,000 | 39 |
| Other retirement accounts, non-managed assets | $177,179,000 | 44 |
| Corporate trust and agency accounts, non-managed assets | $609,592,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $350,238,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,218,000 | 118 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,698,829,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $177,179,000 | 41 |
| 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 | $10,486,607,000 | 55 |
| Managed Assets ($) | $5,628,882,000 | 47 |
| Personal trust and agency accounts, managed assets | $2,368,724,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $195,171,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $326,617,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $375,339,000 | 46 |
| Corporate trust and agency accounts, managed assets | $5,764,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $2,340,858,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $16,409,000 | 211 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $375,339,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,857,725,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $659,641,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,790,895,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,656,000 | 69 |
| Other retirement accounts, non-managed assets | $183,292,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $623,512,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $528,508,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,221,000 | 115 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,339,617,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $183,292,000 | 40 |
| 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 | $10,273,537,000 | 55 |
| Managed Assets ($) | $5,550,898,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,403,564,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,963,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $313,665,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $362,053,000 | 45 |
| Corporate trust and agency accounts, managed assets | $5,751,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $2,253,897,000 | 43 |
| Foundation and endowment trust and agency accounts, managed assets | $21,005,000 | 189 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $362,053,000 | 40 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,722,639,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $646,104,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,727,482,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,784,000 | 72 |
| Other retirement accounts, non-managed assets | $181,058,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $593,578,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $502,407,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,226,000 | 115 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,267,947,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $181,058,000 | 41 |
| 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 | $9,029,353,000 | 55 |
| Managed Assets ($) | $4,966,312,000 | 48 |
| Personal trust and agency accounts, managed assets | $2,215,989,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $114,266,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $304,194,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $322,789,000 | 48 |
| Corporate trust and agency accounts, managed assets | $5,740,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $1,984,380,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $18,954,000 | 215 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $322,789,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $210,861,000 | 36 |
| Non-managed Assets ($) | $4,063,041,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $587,920,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,451,460,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,658,000 | 73 |
| Other retirement accounts, non-managed assets | $150,392,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $569,187,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $233,165,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,259,000 | 140 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,452,869,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $150,392,000 | 47 |
| 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 | $8,340,882,000 | 57 |
| Managed Assets ($) | $4,692,491,000 | 50 |
| Personal trust and agency accounts, managed assets | $2,100,893,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $107,807,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $290,029,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $300,114,000 | 49 |
| Corporate trust and agency accounts, managed assets | $5,738,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $1,869,490,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $18,420,000 | 186 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $300,114,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,648,391,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $530,568,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,139,584,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,896,000 | 72 |
| Other retirement accounts, non-managed assets | $147,571,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $543,320,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $220,215,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,237,000 | 115 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,334,453,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $147,571,000 | 47 |
| 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 | $8,556,586,000 | 56 |
| Managed Assets ($) | $4,551,136,000 | 49 |
| Personal trust and agency accounts, managed assets | $2,024,919,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $98,964,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $277,560,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $282,422,000 | 50 |
| Corporate trust and agency accounts, managed assets | $5,734,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $1,840,358,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $21,179,000 | 177 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $282,422,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,005,450,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $570,910,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,414,739,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,898,000 | 72 |
| Other retirement accounts, non-managed assets | $200,878,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $550,662,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $204,126,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,237,000 | 116 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,102,743,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $200,878,000 | 41 |
| 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 | $8,512,194,000 | 57 |
| Managed Assets ($) | $4,576,242,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,084,018,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $94,446,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $269,272,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $280,775,000 | 49 |
| Corporate trust and agency accounts, managed assets | $5,744,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $1,820,854,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | $21,133,000 | 179 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $280,775,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,935,952,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $577,371,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,403,478,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,249,000 | 71 |
| Other retirement accounts, non-managed assets | $175,484,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $517,862,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $195,178,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,330,000 | 115 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,795,151,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $175,484,000 | 42 |
| 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 | $8,481,486,000 | 58 |
| Managed Assets ($) | $4,635,098,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,041,964,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $94,965,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $256,679,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $262,029,000 | 49 |
| Corporate trust and agency accounts, managed assets | $5,727,000 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $1,953,662,000 | 45 |
| Foundation and endowment trust and agency accounts, managed assets | $20,072,000 | 195 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,029,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $225,798,000 | 37 |
| Non-managed Assets ($) | $3,846,388,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $573,003,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,333,371,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $63,971,000 | 73 |
| Other retirement accounts, non-managed assets | $167,408,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $519,326,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $188,014,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,295,000 | 132 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,797,273,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $167,408,000 | 41 |
| 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 | $8,505,431,000 | 56 |
| Managed Assets ($) | $4,156,166,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,464,523,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,375,000 | 74 |
| Employee benefit-defined benefit accounts, managed assets | $259,187,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $247,582,000 | 50 |
| Corporate trust and agency accounts, managed assets | $5,724,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $2,059,067,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $20,708,000 | 172 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $247,582,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,349,265,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $1,183,189,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,336,898,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,796,000 | 68 |
| Other retirement accounts, non-managed assets | $177,811,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $382,124,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $188,115,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,332,000 | 108 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,727,345,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $177,811,000 | 38 |
| 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 | $8,336,008,000 | 57 |
| Managed Assets ($) | $4,014,125,000 | 50 |
| Personal trust and agency accounts, managed assets | $1,410,993,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $96,713,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $252,436,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $238,543,000 | 49 |
| Corporate trust and agency accounts, managed assets | $5,685,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $1,988,018,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $21,737,000 | 169 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $238,543,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,321,883,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $1,131,925,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,374,518,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $76,876,000 | 67 |
| Other retirement accounts, non-managed assets | $171,432,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $379,240,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | $186,610,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,282,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,567,068,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $171,432,000 | 38 |
| 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 | $8,483,423,000 | 57 |
| Managed Assets ($) | $4,087,278,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,477,132,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $99,202,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $243,706,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $241,580,000 | 48 |
| Corporate trust and agency accounts, managed assets | $5,671,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $1,997,978,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $22,009,000 | 172 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $241,580,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,396,145,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $1,090,447,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,243,348,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,902,000 | 66 |
| Other retirement accounts, non-managed assets | $205,428,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $591,764,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $184,974,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,282,000 | 104 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,039,293,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $205,428,000 | 35 |
| 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 | $9,927,424,000 | 50 |
| Managed Assets ($) | $3,857,327,000 | 49 |
| Personal trust and agency accounts, managed assets | $1,367,047,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $95,191,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $222,090,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $226,223,000 | 47 |
| Corporate trust and agency accounts, managed assets | $5,658,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $1,920,317,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | $20,801,000 | 182 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $226,223,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $233,118,000 | 36 |
| Non-managed Assets ($) | $6,070,097,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,007,892,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,281,534,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $74,342,000 | 68 |
| Other retirement accounts, non-managed assets | $196,314,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $2,321,724,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $187,033,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,258,000 | 122 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,507,141,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $196,314,000 | 36 |
| 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 | $9,349,819,000 | 51 |
| Managed Assets ($) | $3,735,939,000 | 51 |
| Personal trust and agency accounts, managed assets | $1,323,151,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $94,725,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $213,208,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $215,606,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,870,113,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | $19,136,000 | 166 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $183,783,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,613,880,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $997,223,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,178,920,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $65,507,000 | 68 |
| Other retirement accounts, non-managed assets | $197,407,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $1,900,310,000 | 25 |
| Investment management and advisory agency accounts, non-managed assets | $273,336,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,177,000 | 103 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,658,225,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $157,994,000 | 37 |
| 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 | $9,591,840,000 | 52 |
| Managed Assets ($) | $3,849,434,000 | 53 |
| Personal trust and agency accounts, managed assets | $1,416,464,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $92,987,000 | 77 |
| Employee benefit-defined benefit accounts, managed assets | $226,939,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $234,022,000 | 50 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $1,872,529,000 | 44 |
| Foundation and endowment trust and agency accounts, managed assets | $6,493,000 | 211 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $198,903,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,742,406,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $1,226,472,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,251,540,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $88,117,000 | 59 |
| Other retirement accounts, non-managed assets | $82,430,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $2,092,617,000 | 23 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,230,000 | 100 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,991,313,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $75,281,000 | 51 |
| 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 | $8,809,864,000 | 58 |
| Managed Assets ($) | $3,773,924,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,647,235,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $159,101,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $286,812,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $192,189,000 | 51 |
| Corporate trust and agency accounts, managed assets | $28,812,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $1,443,618,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $16,157,000 | 170 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $192,049,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,035,940,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $1,134,908,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,184,377,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $248,047,000 | 47 |
| Other retirement accounts, non-managed assets | $213,307,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $1,247,037,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $7,028,000 | 84 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,236,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,067,922,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $207,271,000 | 31 |
| 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 | $8,525,500,000 | 57 |
| Managed Assets ($) | $3,869,701,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,865,519,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,606,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $280,226,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $178,652,000 | 54 |
| Corporate trust and agency accounts, managed assets | $28,700,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $1,348,369,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | $13,629,000 | 215 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $178,517,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $325,859,000 | 35 |
| Non-managed Assets ($) | $4,655,799,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $1,114,948,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,789,197,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $228,535,000 | 48 |
| Other retirement accounts, non-managed assets | $208,408,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $1,306,214,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $7,030,000 | 130 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,467,000 | 120 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,856,233,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $204,512,000 | 35 |
| 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 | $7,780,733,000 | 57 |
| Managed Assets ($) | $3,506,210,000 | 54 |
| Personal trust and agency accounts, managed assets | $1,408,586,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $146,494,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $284,507,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $169,797,000 | 55 |
| Corporate trust and agency accounts, managed assets | $67,348,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $1,415,670,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | $13,808,000 | 175 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $169,688,000 | 46 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,274,523,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $1,103,211,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,477,838,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $230,047,000 | 47 |
| Other retirement accounts, non-managed assets | $203,578,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $1,242,162,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $16,428,000 | 50 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,259,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,797,404,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $199,911,000 | 32 |
| 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 | $6,399,793,000 | 61 |
| Managed Assets ($) | $2,207,226,000 | 69 |
| Personal trust and agency accounts, managed assets | $1,124,796,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $15,889,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $247,232,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $40,870,000 | 176 |
| Corporate trust and agency accounts, managed assets | $18,149,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $737,192,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $23,098,000 | 148 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $40,870,000 | 150 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,192,567,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $994,164,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,330,817,000 | 29 |
| Employee benefit-defined benefit accounts, non-managed Assets | $187,154,000 | 49 |
| Other retirement accounts, non-managed assets | $145,709,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $1,519,063,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $14,471,000 | 57 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,189,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,269,365,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $145,709,000 | 32 |
| 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 | $7,011,542,000 | 59 |
| Managed Assets ($) | $2,255,117,000 | 68 |
| Personal trust and agency accounts, managed assets | $1,181,656,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,692,000 | 162 |
| Employee benefit-defined benefit accounts, managed assets | $262,053,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $44,069,000 | 175 |
| Corporate trust and agency accounts, managed assets | $19,808,000 | 22 |
| Investment management and investment advisory agency accounts, managed assets | $703,516,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | $22,323,000 | 150 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $44,069,000 | 145 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,756,425,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $1,045,311,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,435,386,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $191,214,000 | 50 |
| Other retirement accounts, non-managed assets | $146,146,000 | 40 |
| Corporate trust and agency accounts, non-managed assets | $1,923,735,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $13,396,000 | 56 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,237,000 | 102 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,228,033,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $146,146,000 | 33 |
| 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 | $5,178,046,000 | 67 |
| Managed Assets ($) | $2,107,695,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,086,105,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,309,000 | 194 |
| Employee benefit-defined benefit accounts, managed assets | $252,894,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $42,605,000 | 176 |
| Corporate trust and agency accounts, managed assets | $19,363,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $666,550,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | $21,869,000 | 151 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $42,605,000 | 146 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $467,724,000 | 32 |
| Non-managed Assets ($) | $3,070,351,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $999,466,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,350,984,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $194,597,000 | 52 |
| Other retirement accounts, non-managed assets | $408,005,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $105,055,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | $10,959,000 | 84 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,285,000 | 123 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,882,688,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $144,481,000 | 39 |
| 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 | $5,043,850,000 | 68 |
| Managed Assets ($) | $2,131,937,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,101,096,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $17,238,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $251,916,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $54,197,000 | 136 |
| Corporate trust and agency accounts, managed assets | $41,725,000 | 20 |
| Investment management and investment advisory agency accounts, managed assets | $665,765,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,911,913,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $897,981,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,295,837,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $204,547,000 | 49 |
| Other retirement accounts, non-managed assets | $389,109,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $123,059,000 | 58 |
| 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 | $1,380,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,878,982,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,712,646,000 | 67 |
| Managed Assets ($) | $1,979,339,000 | 75 |
| Personal trust and agency accounts, managed assets | $995,478,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $19,387,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $230,373,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $48,986,000 | 145 |
| Corporate trust and agency accounts, managed assets | $40,490,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $644,625,000 | 78 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,733,307,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $877,431,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,147,127,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $200,752,000 | 50 |
| Other retirement accounts, non-managed assets | $359,856,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $142,258,000 | 58 |
| 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 | $5,883,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,197,607,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,352,639,000 | 69 |
| Managed Assets ($) | $1,840,116,000 | 76 |
| Personal trust and agency accounts, managed assets | $958,984,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,781,000 | 159 |
| Employee benefit-defined benefit accounts, managed assets | $203,438,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $41,665,000 | 154 |
| Corporate trust and agency accounts, managed assets | $37,528,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $577,720,000 | 77 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,512,523,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $843,673,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,022,098,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $207,550,000 | 48 |
| Other retirement accounts, non-managed assets | $330,495,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $108,707,000 | 59 |
| 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 | $3,969,719,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,561,165,000 | 71 |
| Managed Assets ($) | $1,975,941,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,060,508,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,542,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $190,337,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $55,080,000 | 125 |
| Corporate trust and agency accounts, managed assets | $41,425,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $607,049,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,585,224,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $870,495,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,040,445,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $223,412,000 | 50 |
| Other retirement accounts, non-managed assets | $334,238,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $116,563,000 | 63 |
| 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 | $71,000 | 211 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,953,708,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,250,809,000 | 70 |
| Managed Assets ($) | $2,314,461,000 | 71 |
| Personal trust and agency accounts, managed assets | $1,258,075,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,567,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $227,484,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $66,675,000 | 117 |
| Corporate trust and agency accounts, managed assets | $46,530,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $693,130,000 | 80 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,936,348,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $953,772,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,200,834,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $266,776,000 | 49 |
| Other retirement accounts, non-managed assets | $391,068,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $119,752,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,146,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,362,063,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,393,009,000 | 74 |
| Managed Assets ($) | $2,423,170,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,302,035,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $22,790,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $241,612,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $67,698,000 | 124 |
| Corporate trust and agency accounts, managed assets | $49,100,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $739,935,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,969,839,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $977,423,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,176,927,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $282,251,000 | 50 |
| Other retirement accounts, non-managed assets | $418,966,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $110,251,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $4,021,000 | 82 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,603,575,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,429,179,000 | 75 |
| Managed Assets ($) | $2,483,554,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,356,665,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $23,168,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $245,988,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $67,849,000 | 124 |
| Corporate trust and agency accounts, managed assets | $51,594,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $738,290,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,945,625,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $990,323,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,171,801,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $272,881,000 | 53 |
| Other retirement accounts, non-managed assets | $424,337,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $82,492,000 | 63 |
| 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 | $3,791,000 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,561,982,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,477,988,000 | 72 |
| Managed Assets ($) | $2,460,988,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,343,080,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,436,000 | 199 |
| Employee benefit-defined benefit accounts, managed assets | $249,651,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $68,815,000 | 125 |
| Corporate trust and agency accounts, managed assets | $53,418,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $721,588,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,017,000,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $996,091,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,197,827,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $277,431,000 | 55 |
| Other retirement accounts, non-managed assets | $453,334,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $89,451,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $2,866,000 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,155,707,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,490,353,000 | 71 |
| Managed Assets ($) | $2,494,250,000 | 73 |
| Personal trust and agency accounts, managed assets | $1,341,779,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,997,000 | 145 |
| Employee benefit-defined benefit accounts, managed assets | $250,292,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $71,325,000 | 122 |
| Corporate trust and agency accounts, managed assets | $55,188,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $736,669,000 | 81 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,996,103,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $990,165,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,173,682,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $271,118,000 | 55 |
| Other retirement accounts, non-managed assets | $457,768,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $100,766,000 | 60 |
| 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 | $2,604,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,085,386,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,298,725,000 | 74 |
| Managed Assets ($) | $2,430,153,000 | 74 |
| Personal trust and agency accounts, managed assets | $1,282,316,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,737,000 | 148 |
| Employee benefit-defined benefit accounts, managed assets | $235,695,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $68,186,000 | 119 |
| Corporate trust and agency accounts, managed assets | $54,674,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $750,545,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,868,572,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $939,826,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,127,540,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $277,058,000 | 56 |
| Other retirement accounts, non-managed assets | $451,439,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $70,418,000 | 67 |
| 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 | $2,291,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,390,271,000 | 62 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,300,616,000 | 75 |
| Managed Assets ($) | $2,543,033,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,258,477,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,212,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $238,633,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $65,254,000 | 118 |
| Corporate trust and agency accounts, managed assets | $65,329,000 | 27 |
| Investment management and investment advisory agency accounts, managed assets | $877,128,000 | 76 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,757,583,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $962,214,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,035,804,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $256,193,000 | 56 |
| Other retirement accounts, non-managed assets | $437,073,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $64,157,000 | 67 |
| 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 | $2,142,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,155,208,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,232,780,000 | 74 |
| Managed Assets ($) | $2,506,834,000 | 72 |
| Personal trust and agency accounts, managed assets | $1,260,903,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $37,503,000 | 165 |
| Employee benefit-defined benefit accounts, managed assets | $236,243,000 | 50 |
| Other employee benefit and retirement-related accounts, managed assets | $59,432,000 | 130 |
| Corporate trust and agency accounts, managed assets | $65,037,000 | 28 |
| Investment management and investment advisory agency accounts, managed assets | $847,716,000 | 74 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,725,946,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $954,870,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,005,302,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $251,609,000 | 55 |
| Other retirement accounts, non-managed assets | $436,920,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $75,692,000 | 68 |
| 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 | $1,553,000 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,251,116,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,903,123,000 | 81 |
| Managed Assets ($) | $2,311,953,000 | 77 |
| Personal trust and agency accounts, managed assets | $1,219,022,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $26,266,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $230,675,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $52,178,000 | 140 |
| Corporate trust and agency accounts, managed assets | $60,653,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $723,159,000 | 83 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,591,170,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $946,924,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $894,013,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $240,850,000 | 58 |
| Other retirement accounts, non-managed assets | $421,133,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $86,782,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,468,000 | 79 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,792,082,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,113,670,000 | 85 |
| Managed Assets ($) | $2,166,990,000 | 84 |
| Personal trust and agency accounts, managed assets | $1,211,398,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $25,481,000 | 177 |
| Employee benefit-defined benefit accounts, managed assets | $228,067,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $59,839,000 | 128 |
| Corporate trust and agency accounts, managed assets | $23,690,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $618,515,000 | 91 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,946,680,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $903,120,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $848,249,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $243,948,000 | 61 |
| Other retirement accounts, non-managed assets | $417,345,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $534,018,000 | 52 |
| 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 | $4,604,372,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,060,469,000 | 83 |
| Managed Assets ($) | $2,061,528,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,218,508,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,193,000 | 176 |
| Employee benefit-defined benefit accounts, managed assets | $212,980,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $65,633,000 | 114 |
| Corporate trust and agency accounts, managed assets | $24,112,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $510,102,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,998,941,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $886,936,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $846,021,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $262,238,000 | 59 |
| Other retirement accounts, non-managed assets | $416,823,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $586,923,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,451,097,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,237,313,000 | 85 |
| Managed Assets ($) | $2,027,440,000 | 85 |
| Personal trust and agency accounts, managed assets | $1,195,906,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,288,000 | 202 |
| Employee benefit-defined benefit accounts, managed assets | $206,556,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $63,371,000 | 115 |
| Corporate trust and agency accounts, managed assets | $23,395,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $507,924,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,209,873,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $1,165,774,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $769,929,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $252,279,000 | 60 |
| Other retirement accounts, non-managed assets | $402,213,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $619,678,000 | 51 |
| 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 | $4,564,519,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $5,063,302,000 | 84 |
| Managed Assets ($) | $1,943,383,000 | 88 |
| Personal trust and agency accounts, managed assets | $1,165,203,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $27,871,000 | 178 |
| Employee benefit-defined benefit accounts, managed assets | $200,609,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $68,325,000 | 98 |
| Corporate trust and agency accounts, managed assets | $23,000,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $458,375,000 | 98 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,119,919,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $1,115,855,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $739,183,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $257,222,000 | 59 |
| Other retirement accounts, non-managed assets | $389,049,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $618,610,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,483,171,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | 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 | $5,002,625,000 | 82 |
| Managed Assets ($) | $1,992,208,000 | 83 |
| Personal trust and agency accounts, managed assets | $1,208,869,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,079,000 | 174 |
| Employee benefit-defined benefit accounts, managed assets | $202,272,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $60,470,000 | 108 |
| Corporate trust and agency accounts, managed assets | $23,184,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $465,334,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,010,417,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $1,086,623,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $713,890,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $243,417,000 | 58 |
| Other retirement accounts, non-managed assets | $377,997,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $588,490,000 | 50 |
| 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 | $4,017,900,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,561,258,000 | 86 |
| Managed Assets ($) | $1,971,509,000 | 88 |
| Personal trust and agency accounts, managed assets | $1,197,897,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,399,000 | 175 |
| Employee benefit-defined benefit accounts, managed assets | $196,903,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $63,270,000 | 104 |
| Corporate trust and agency accounts, managed assets | $22,841,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $458,199,000 | 99 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,589,749,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $687,903,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $687,500,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $245,264,000 | 59 |
| Other retirement accounts, non-managed assets | $400,118,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $568,964,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,135,320,000 | 67 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,591,002,000 | 87 |
| Managed Assets ($) | $1,945,572,000 | 90 |
| Personal trust and agency accounts, managed assets | $1,171,371,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,683,000 | 180 |
| Employee benefit-defined benefit accounts, managed assets | $204,766,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $52,080,000 | 125 |
| Corporate trust and agency accounts, managed assets | $22,891,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $457,781,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,645,430,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $810,234,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $671,894,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $232,026,000 | 60 |
| Other retirement accounts, non-managed assets | $374,285,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $556,991,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,122,605,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,245,870,000 | 87 |
| Managed Assets ($) | $1,831,484,000 | 91 |
| Personal trust and agency accounts, managed assets | $1,104,341,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,522,000 | 179 |
| Employee benefit-defined benefit accounts, managed assets | $193,200,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $48,867,000 | 123 |
| Corporate trust and agency accounts, managed assets | $22,164,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $432,390,000 | 95 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,414,386,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $726,690,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $619,021,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $211,969,000 | 62 |
| Other retirement accounts, non-managed assets | $268,486,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $588,220,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,463,444,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,201,919,000 | 91 |
| Managed Assets ($) | $1,817,675,000 | 93 |
| Personal trust and agency accounts, managed assets | $1,108,768,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $30,471,000 | 181 |
| Employee benefit-defined benefit accounts, managed assets | $187,350,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $48,450,000 | 121 |
| Corporate trust and agency accounts, managed assets | $22,331,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $420,305,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,384,244,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $714,307,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $619,972,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $210,312,000 | 63 |
| Other retirement accounts, non-managed assets | $268,231,000 | 43 |
| Corporate trust and agency accounts, non-managed assets | $571,422,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,455,688,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $4,070,994,000 | 90 |
| Managed Assets ($) | $1,834,612,000 | 96 |
| Personal trust and agency accounts, managed assets | $1,049,136,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $34,329,000 | 173 |
| Employee benefit-defined benefit accounts, managed assets | $200,665,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $69,416,000 | 92 |
| Corporate trust and agency accounts, managed assets | $10,127,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $470,939,000 | 97 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,236,382,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $802,865,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $559,757,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $207,617,000 | 64 |
| Other retirement accounts, non-managed assets | $254,151,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $411,992,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,366,457,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,903,223,000 | 95 |
| Managed Assets ($) | $1,769,582,000 | 100 |
| Personal trust and agency accounts, managed assets | $1,019,060,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,285,000 | 183 |
| Employee benefit-defined benefit accounts, managed assets | $190,457,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $62,887,000 | 102 |
| Corporate trust and agency accounts, managed assets | $10,007,000 | 80 |
| Investment management and investment advisory agency accounts, managed assets | $450,886,000 | 96 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,133,641,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $762,768,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $524,291,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,957,000 | 70 |
| Other retirement accounts, non-managed assets | $246,840,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $408,785,000 | 67 |
| 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 | $2,977,199,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,624,197,000 | 98 |
| Managed Assets ($) | $1,712,650,000 | 102 |
| Personal trust and agency accounts, managed assets | $997,127,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $48,560,000 | 141 |
| Employee benefit-defined benefit accounts, managed assets | $181,827,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $59,676,000 | 106 |
| Corporate trust and agency accounts, managed assets | $9,196,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $416,264,000 | 103 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,911,547,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $718,529,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $452,215,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $174,763,000 | 74 |
| Other retirement accounts, non-managed assets | $232,312,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $333,728,000 | 75 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,604,414,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,429,105,000 | 100 |
| Managed Assets ($) | $1,853,408,000 | 95 |
| Personal trust and agency accounts, managed assets | $1,259,730,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $47,594,000 | 147 |
| Employee benefit-defined benefit accounts, managed assets | $183,345,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $51,644,000 | 118 |
| Corporate trust and agency accounts, managed assets | $9,669,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $301,426,000 | 125 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,575,697,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $522,671,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $430,334,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $68,604,000 | 98 |
| Other retirement accounts, non-managed assets | $226,341,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $327,747,000 | 79 |
| 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 | $2,754,767,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,219,192,000 | 105 |
| Managed Assets ($) | $1,713,195,000 | 102 |
| Personal trust and agency accounts, managed assets | $1,135,751,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $45,194,000 | 151 |
| Employee benefit-defined benefit accounts, managed assets | $166,993,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $46,069,000 | 120 |
| Corporate trust and agency accounts, managed assets | $6,808,000 | 70 |
| Investment management and investment advisory agency accounts, managed assets | $312,380,000 | 118 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,505,997,000 | 98 |
| Personal trust and agency accounts, non-managed assets | $496,429,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $341,564,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,555,000 | 105 |
| Other retirement accounts, non-managed assets | $262,115,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $345,334,000 | 80 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,453,417,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,037,807,000 | 109 |
| Managed Assets ($) | $1,768,347,000 | 99 |
| Personal trust and agency accounts, managed assets | $1,283,350,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $61,317,000 | 130 |
| Employee benefit-defined benefit accounts, managed assets | $144,662,000 | 62 |
| Other employee benefit and retirement-related accounts, managed assets | $37,477,000 | 151 |
| Corporate trust and agency accounts, managed assets | $43,157,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $198,384,000 | 148 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,269,460,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $376,810,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $318,110,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,580,000 | 102 |
| Other retirement accounts, non-managed assets | $257,106,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $246,854,000 | 84 |
| 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 | $2,522,212,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $3,043,664,000 | 98 |
| Managed Assets ($) | $1,613,104,000 | 102 |
| Personal trust and agency accounts, managed assets | $1,097,775,000 | 81 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,633,000 | 113 |
| Employee benefit-defined benefit accounts, managed assets | $160,335,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $65,604,000 | 107 |
| Corporate trust and agency accounts, managed assets | $46,287,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $157,470,000 | 160 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,430,560,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $700,192,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $317,338,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $64,841,000 | 91 |
| Other retirement accounts, non-managed assets | $85,180,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $263,009,000 | 83 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,142,498,000 | 66 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |