Home > Frost Bank > Total Fiduciary and Related Assets
Frost Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $25,125,544,000 | 51 |
| Managed Assets ($) | $18,391,921,000 | 32 |
| Personal trust and agency accounts, managed assets | $8,774,904,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $234,360,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $241,444,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $773,949,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $6,365,536,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $2,001,728,000 | 21 |
| 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 | $696,289,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,104,417,000 | 19 |
| Non-managed Assets ($) | $6,733,623,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $3,372,827,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,812,467,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,973,000 | 71 |
| Other retirement accounts, non-managed assets | $469,540,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,816,000 | 56 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $20,699,285,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $172,380,000 | 40 |
| 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 | $23,982,484,000 | 49 |
| Managed Assets ($) | $17,333,930,000 | 32 |
| Personal trust and agency accounts, managed assets | $8,328,960,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $221,577,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $228,157,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $726,779,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,965,307,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,863,150,000 | 21 |
| 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 | $650,730,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,648,554,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $3,381,831,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,880,233,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,822,000 | 70 |
| Other retirement accounts, non-managed assets | $311,400,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,268,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,150,054,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $164,814,000 | 38 |
| 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 | $23,738,109,000 | 50 |
| Managed Assets ($) | $17,849,288,000 | 33 |
| Personal trust and agency accounts, managed assets | $8,643,436,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $233,875,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $246,940,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $741,319,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $6,107,170,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,876,548,000 | 20 |
| 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 | $663,235,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,888,821,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $2,687,956,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,804,865,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,592,000 | 72 |
| Other retirement accounts, non-managed assets | $318,654,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,754,000 | 53 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,748,319,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $166,431,000 | 39 |
| 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 | $23,227,143,000 | 53 |
| Managed Assets ($) | $17,427,695,000 | 34 |
| Personal trust and agency accounts, managed assets | $8,419,373,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $231,943,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $243,785,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $723,720,000 | 49 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $5,970,002,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $1,838,872,000 | 21 |
| 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 | $645,803,000 | 43 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,799,448,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $2,686,444,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,735,302,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,570,000 | 79 |
| Other retirement accounts, non-managed assets | $301,332,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,800,000 | 55 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $19,385,708,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $160,333,000 | 38 |
| 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 | $22,901,322,000 | 52 |
| Managed Assets ($) | $16,979,804,000 | 34 |
| Personal trust and agency accounts, managed assets | $8,206,439,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $225,859,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $238,593,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $706,234,000 | 47 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $5,837,859,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,764,820,000 | 20 |
| 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 | $628,961,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,277,371,000 | 19 |
| Non-managed Assets ($) | $5,921,518,000 | 55 |
| Personal trust and agency accounts, non-managed assets | $2,637,743,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,536,408,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,833,000 | 82 |
| Other retirement accounts, non-managed assets | $672,306,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,228,000 | 54 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,783,406,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $154,515,000 | 42 |
| 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 | $20,637,449,000 | 53 |
| Managed Assets ($) | $14,998,087,000 | 37 |
| Personal trust and agency accounts, managed assets | $6,802,330,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $217,917,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $232,897,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $682,200,000 | 48 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,358,894,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,703,849,000 | 20 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $604,211,000 | 45 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,639,362,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $2,627,798,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,652,046,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,636,000 | 82 |
| Other retirement accounts, non-managed assets | $288,709,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $34,173,000 | 52 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,595,851,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $151,955,000 | 41 |
| 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 | $20,941,689,000 | 43 |
| Managed Assets ($) | $14,993,324,000 | 31 |
| Personal trust and agency accounts, managed assets | $6,869,429,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $219,120,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $251,263,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $713,549,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $5,193,972,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $1,745,991,000 | 16 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $630,763,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,948,365,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $2,659,523,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,923,540,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,787,000 | 73 |
| Other retirement accounts, non-managed assets | $295,624,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,891,000 | 48 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,225,303,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $161,149,000 | 37 |
| 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 | $22,446,863,000 | 43 |
| Managed Assets ($) | $16,130,898,000 | 31 |
| Personal trust and agency accounts, managed assets | $7,409,038,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $245,250,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $300,808,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $775,340,000 | 44 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $5,543,030,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,857,432,000 | 16 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $700,475,000 | 44 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,315,965,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $2,638,212,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,284,495,000 | 24 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,149,000 | 73 |
| Other retirement accounts, non-managed assets | $320,528,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,581,000 | 44 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,835,914,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $185,165,000 | 37 |
| 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 | $23,200,982,000 | 42 |
| Managed Assets ($) | $16,645,500,000 | 33 |
| Personal trust and agency accounts, managed assets | $7,680,170,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $226,917,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $318,978,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $816,994,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $5,663,348,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,939,093,000 | 16 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $750,021,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,610,003,000 | 13 |
| Non-managed Assets ($) | $6,555,482,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $2,625,246,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,127,387,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,575,000 | 77 |
| Other retirement accounts, non-managed assets | $723,779,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,495,000 | 49 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,930,006,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $182,363,000 | 43 |
| 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 | $22,163,051,000 | 41 |
| Managed Assets ($) | $15,949,392,000 | 33 |
| Personal trust and agency accounts, managed assets | $7,461,234,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $233,597,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $314,269,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $792,571,000 | 41 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $5,277,158,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,870,563,000 | 16 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $720,671,000 | 41 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,213,659,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $2,574,268,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,190,277,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,264,000 | 67 |
| Other retirement accounts, non-managed assets | $327,325,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,525,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $17,053,277,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,849,000 | 171 |
| 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 | $22,006,408,000 | 41 |
| Managed Assets ($) | $15,949,718,000 | 33 |
| Personal trust and agency accounts, managed assets | $7,513,351,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,706,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $330,356,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $808,174,000 | 42 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,186,240,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,873,891,000 | 17 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $733,771,000 | 42 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,056,690,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $2,595,319,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,049,930,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $67,202,000 | 73 |
| Other retirement accounts, non-managed assets | $327,581,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,658,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $18,503,464,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,269,000 | 202 |
| 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 | $21,129,386,000 | 42 |
| Managed Assets ($) | $15,388,033,000 | 33 |
| Personal trust and agency accounts, managed assets | $7,274,200,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $231,886,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $349,388,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $805,760,000 | 39 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $5,007,214,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $1,719,585,000 | 17 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $708,793,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,741,353,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $2,490,420,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,870,472,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,027,000 | 75 |
| Other retirement accounts, non-managed assets | $323,479,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,955,000 | 62 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,553,109,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,428,000 | 185 |
| 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 | $20,808,581,000 | 43 |
| Managed Assets ($) | $15,068,212,000 | 34 |
| Personal trust and agency accounts, managed assets | $7,024,491,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $200,870,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $342,283,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $802,300,000 | 38 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $5,023,527,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | $1,674,741,000 | 17 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $703,683,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,710,636,000 | 13 |
| Non-managed Assets ($) | $5,740,369,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $2,436,009,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,598,833,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,584,000 | 78 |
| Other retirement accounts, non-managed assets | $650,054,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,889,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,244,293,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,012,000 | 259 |
| 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 | $19,666,573,000 | 42 |
| Managed Assets ($) | $16,190,445,000 | 30 |
| Personal trust and agency accounts, managed assets | $8,335,230,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $191,061,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $317,277,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $756,297,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,013,917,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,576,663,000 | 17 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $658,021,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,476,128,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $639,830,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,484,908,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,147,000 | 76 |
| Other retirement accounts, non-managed assets | $302,711,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,532,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,524,859,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $11,200,000 | 178 |
| 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 | $19,285,216,000 | 43 |
| Managed Assets ($) | $16,124,172,000 | 29 |
| Personal trust and agency accounts, managed assets | $8,438,895,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,826,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $295,041,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $720,708,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $4,943,737,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,539,965,000 | 17 |
| 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 | $622,904,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,161,044,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $612,546,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,221,538,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,656,000 | 77 |
| Other retirement accounts, non-managed assets | $280,728,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $6,576,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,237,941,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $10,709,000 | 201 |
| 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 | $17,504,826,000 | 44 |
| Managed Assets ($) | $15,052,978,000 | 29 |
| Personal trust and agency accounts, managed assets | $8,039,046,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,595,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $260,981,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $668,087,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $4,505,404,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,404,865,000 | 17 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $535,859,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,451,848,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $24,363,000 | 145 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,132,984,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,173,000 | 76 |
| Other retirement accounts, non-managed assets | $242,353,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,975,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,894,412,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $133,394,000 | 44 |
| 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 | $20,079,275,000 | 42 |
| Managed Assets ($) | $16,878,424,000 | 29 |
| Personal trust and agency accounts, managed assets | $8,836,434,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $202,059,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $311,959,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $780,581,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $5,153,750,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,593,641,000 | 17 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $633,770,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,020,927,000 | 14 |
| Non-managed Assets ($) | $3,200,851,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $25,526,000 | 180 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,571,266,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,374,000 | 75 |
| Other retirement accounts, non-managed assets | $544,632,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,053,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $16,041,680,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $164,478,000 | 43 |
| 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 | $19,093,811,000 | 45 |
| Managed Assets ($) | $16,269,498,000 | 31 |
| Personal trust and agency accounts, managed assets | $8,525,541,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,238,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $262,091,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $757,139,000 | 36 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $5,005,226,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $1,551,263,000 | 19 |
| 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 | $609,161,000 | 38 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,824,313,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $18,673,000 | 160 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,466,594,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $211,626,000 | 47 |
| Other retirement accounts, non-managed assets | $110,729,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,691,000 | 59 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,781,702,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $159,692,000 | 39 |
| 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 | $25,505,518,000 | 37 |
| Managed Assets ($) | $22,709,241,000 | 24 |
| Personal trust and agency accounts, managed assets | $8,514,107,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,989,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $266,269,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $753,559,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $11,191,864,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,536,439,000 | 19 |
| Other fiduciary accounts, managed assets | $275,014,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $603,988,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,796,277,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $14,939,000 | 174 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,450,894,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $210,810,000 | 48 |
| Other retirement accounts, non-managed assets | $102,944,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,690,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,698,301,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $160,371,000 | 39 |
| 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 | $24,566,496,000 | 39 |
| Managed Assets ($) | $21,795,557,000 | 24 |
| Personal trust and agency accounts, managed assets | $8,109,251,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,059,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $258,766,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $742,310,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $10,744,726,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,512,813,000 | 18 |
| Other fiduciary accounts, managed assets | $251,632,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $591,269,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,770,939,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $28,443,000 | 151 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,415,525,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $203,935,000 | 49 |
| Other retirement accounts, non-managed assets | $101,841,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,195,000 | 57 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,236,204,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $154,122,000 | 37 |
| 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 | $23,533,658,000 | 38 |
| Managed Assets ($) | $20,521,619,000 | 24 |
| Personal trust and agency accounts, managed assets | $7,767,509,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,625,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $83,522,000 | 69 |
| Other employee benefit and retirement-related accounts, managed assets | $705,935,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $10,119,459,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,433,405,000 | 18 |
| Other fiduciary accounts, managed assets | $247,164,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $560,371,000 | 37 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $6,055,900,000 | 7 |
| Non-managed Assets ($) | $3,012,039,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $22,227,000 | 191 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,155,070,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $342,526,000 | 41 |
| Other retirement accounts, non-managed assets | $472,180,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,036,000 | 61 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,341,229,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $145,932,000 | 37 |
| 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 | $24,147,287,000 | 39 |
| Managed Assets ($) | $21,207,875,000 | 25 |
| Personal trust and agency accounts, managed assets | $8,207,704,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,885,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $90,319,000 | 71 |
| Other employee benefit and retirement-related accounts, managed assets | $773,576,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $10,192,960,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,519,296,000 | 18 |
| Other fiduciary accounts, managed assets | $247,135,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $618,597,000 | 36 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,939,412,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $21,689,000 | 167 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,414,177,000 | 25 |
| Employee benefit-defined benefit accounts, non-managed Assets | $384,957,000 | 41 |
| Other retirement accounts, non-managed assets | $97,285,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,304,000 | 58 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,967,425,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $163,822,000 | 37 |
| 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 | $22,663,066,000 | 39 |
| Managed Assets ($) | $19,952,173,000 | 25 |
| Personal trust and agency accounts, managed assets | $7,399,374,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $171,914,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $259,154,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $776,219,000 | 32 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $9,626,687,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,473,724,000 | 18 |
| Other fiduciary accounts, managed assets | $245,101,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $620,980,000 | 35 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,710,893,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $21,692,000 | 161 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,366,307,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $206,711,000 | 51 |
| Other retirement accounts, non-managed assets | $98,828,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,355,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,982,650,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $161,702,000 | 36 |
| 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 | $22,408,746,000 | 39 |
| Managed Assets ($) | $19,753,568,000 | 25 |
| Personal trust and agency accounts, managed assets | $7,489,548,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,819,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $256,816,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $942,684,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $9,028,744,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,453,800,000 | 18 |
| Other fiduciary accounts, managed assets | $401,157,000 | 10 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $779,124,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,655,178,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $24,289,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,296,894,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $206,523,000 | 50 |
| Other retirement accounts, non-managed assets | $110,115,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,357,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,780,593,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $157,880,000 | 39 |
| 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 | $22,201,605,000 | 39 |
| Managed Assets ($) | $19,325,553,000 | 27 |
| Personal trust and agency accounts, managed assets | $7,618,008,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $183,947,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $259,603,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $952,012,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $8,645,357,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,457,268,000 | 18 |
| Other fiduciary accounts, managed assets | $209,358,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $788,310,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $5,684,635,000 | 8 |
| Non-managed Assets ($) | $2,876,052,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $25,439,000 | 179 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,258,502,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $207,696,000 | 52 |
| Other retirement accounts, non-managed assets | $367,026,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,389,000 | 67 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,515,364,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $161,232,000 | 42 |
| 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 | $20,677,923,000 | 40 |
| Managed Assets ($) | $18,115,638,000 | 26 |
| Personal trust and agency accounts, managed assets | $6,803,605,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,613,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $259,672,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $919,407,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $8,417,563,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,328,771,000 | 18 |
| Other fiduciary accounts, managed assets | $204,007,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $761,225,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,562,285,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $24,644,000 | 158 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,199,711,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $205,742,000 | 53 |
| Other retirement accounts, non-managed assets | $115,203,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,985,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,100,739,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $160,005,000 | 39 |
| 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 | $16,580,042,000 | 43 |
| Managed Assets ($) | $14,094,619,000 | 31 |
| Personal trust and agency accounts, managed assets | $6,685,754,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,044,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $251,879,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $895,065,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,756,588,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,318,289,000 | 19 |
| 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 | $736,752,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,485,423,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $24,361,000 | 157 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,144,693,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $200,062,000 | 52 |
| Other retirement accounts, non-managed assets | $100,774,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,533,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,938,344,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $153,008,000 | 41 |
| 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 | $16,309,852,000 | 43 |
| Managed Assets ($) | $13,916,496,000 | 31 |
| Personal trust and agency accounts, managed assets | $6,504,180,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,871,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $248,977,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $876,670,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $4,669,208,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,431,590,000 | 19 |
| 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 | $721,044,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,393,356,000 | 64 |
| Personal trust and agency accounts, non-managed assets | $16,143,000 | 176 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,069,063,000 | 28 |
| Employee benefit-defined benefit accounts, non-managed Assets | $193,139,000 | 51 |
| Other retirement accounts, non-managed assets | $99,505,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,506,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,814,102,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $151,259,000 | 40 |
| 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 | $16,287,661,000 | 43 |
| Managed Assets ($) | $13,770,113,000 | 31 |
| Personal trust and agency accounts, managed assets | $6,344,668,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,361,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $255,510,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $845,857,000 | 29 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $4,782,428,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,363,289,000 | 19 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $693,881,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,268,913,000 | 12 |
| Non-managed Assets ($) | $2,517,548,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $65,524,000 | 112 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,792,321,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $184,682,000 | 51 |
| Other retirement accounts, non-managed assets | $459,507,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,514,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,146,387,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $151,054,000 | 45 |
| 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 | $15,701,648,000 | 43 |
| Managed Assets ($) | $13,613,592,000 | 31 |
| Personal trust and agency accounts, managed assets | $6,407,607,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $182,166,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $265,504,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $838,886,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,645,660,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,273,769,000 | 19 |
| 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 | $688,594,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,088,056,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $69,862,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,723,298,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $190,432,000 | 52 |
| Other retirement accounts, non-managed assets | $88,907,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,557,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,060,953,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $150,290,000 | 41 |
| 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 | $15,469,551,000 | 44 |
| Managed Assets ($) | $13,476,063,000 | 30 |
| Personal trust and agency accounts, managed assets | $6,403,572,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $180,102,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $256,103,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $822,414,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $4,559,879,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $1,253,993,000 | 18 |
| 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 | $675,863,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,993,488,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $65,012,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,635,618,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $186,686,000 | 52 |
| Other retirement accounts, non-managed assets | $95,470,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,702,000 | 72 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,188,665,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $143,812,000 | 40 |
| 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 | $15,323,488,000 | 44 |
| Managed Assets ($) | $13,405,852,000 | 29 |
| Personal trust and agency accounts, managed assets | $6,421,744,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $174,020,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $259,163,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $810,731,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $4,474,705,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $1,265,489,000 | 18 |
| 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 | $666,336,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,917,636,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $66,102,000 | 105 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,564,546,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $182,844,000 | 51 |
| Other retirement accounts, non-managed assets | $93,450,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,694,000 | 73 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,705,015,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $145,493,000 | 41 |
| 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 | $17,026,125,000 | 41 |
| Managed Assets ($) | $13,478,734,000 | 28 |
| Personal trust and agency accounts, managed assets | $6,534,633,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,314,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $261,957,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $812,125,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $4,399,072,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,283,633,000 | 18 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $668,519,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,327,114,000 | 11 |
| Non-managed Assets ($) | $3,547,391,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $62,431,000 | 108 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,533,127,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,549,847,000 | 29 |
| Other retirement accounts, non-managed assets | $391,289,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,697,000 | 78 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,746,515,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $146,683,000 | 42 |
| 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 | $16,166,116,000 | 41 |
| Managed Assets ($) | $12,687,225,000 | 29 |
| Personal trust and agency accounts, managed assets | $5,891,269,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $198,303,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $252,699,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $803,965,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,342,285,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,198,704,000 | 18 |
| 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 | $663,214,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,478,891,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $65,543,000 | 103 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,495,578,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,525,462,000 | 29 |
| Other retirement accounts, non-managed assets | $380,218,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,090,000 | 74 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,182,149,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $145,795,000 | 42 |
| 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 | $16,963,049,000 | 43 |
| Managed Assets ($) | $13,208,598,000 | 30 |
| Personal trust and agency accounts, managed assets | $6,174,702,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,651,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $265,034,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $835,375,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $4,471,015,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $1,250,821,000 | 19 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $688,104,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,754,451,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $66,564,000 | 99 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,621,418,000 | 31 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,625,823,000 | 28 |
| Other retirement accounts, non-managed assets | $428,470,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,176,000 | 75 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,730,627,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $157,765,000 | 39 |
| 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 | $17,258,157,000 | 42 |
| Managed Assets ($) | $13,507,878,000 | 29 |
| Personal trust and agency accounts, managed assets | $6,351,089,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $212,838,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $268,939,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $838,313,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $4,574,570,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,262,129,000 | 19 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $690,560,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,750,279,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $69,970,000 | 100 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,600,989,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,629,556,000 | 28 |
| Other retirement accounts, non-managed assets | $437,497,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,267,000 | 76 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,020,294,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $163,378,000 | 40 |
| 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 | $16,890,359,000 | 43 |
| Managed Assets ($) | $13,265,311,000 | 29 |
| Personal trust and agency accounts, managed assets | $6,251,205,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $209,127,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $263,239,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $819,419,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $4,450,587,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $1,271,734,000 | 19 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $673,709,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,442,147,000 | 11 |
| Non-managed Assets ($) | $3,625,048,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $86,395,000 | 96 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,490,084,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,606,372,000 | 28 |
| Other retirement accounts, non-managed assets | $429,789,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,408,000 | 80 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,694,966,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $162,049,000 | 43 |
| 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 | $16,638,112,000 | 43 |
| Managed Assets ($) | $13,039,581,000 | 29 |
| Personal trust and agency accounts, managed assets | $6,215,070,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,820,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $259,518,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $810,543,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $4,300,606,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $1,245,968,000 | 20 |
| Other fiduciary accounts, managed assets | $56,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $669,519,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,598,531,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $117,036,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,461,826,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,551,837,000 | 30 |
| Other retirement accounts, non-managed assets | $455,068,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,764,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,672,813,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $165,369,000 | 42 |
| 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 | $16,401,897,000 | 42 |
| Managed Assets ($) | $12,871,066,000 | 30 |
| Personal trust and agency accounts, managed assets | $6,177,672,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $215,550,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $264,205,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $809,104,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,163,017,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $1,241,462,000 | 20 |
| Other fiduciary accounts, managed assets | $56,000 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $667,073,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,530,831,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $88,571,000 | 94 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,492,668,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,471,113,000 | 29 |
| Other retirement accounts, non-managed assets | $466,054,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,425,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,541,260,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $165,627,000 | 43 |
| 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 | $15,965,875,000 | 44 |
| Managed Assets ($) | $12,484,810,000 | 31 |
| Personal trust and agency accounts, managed assets | $6,017,989,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $209,115,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $254,652,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $777,433,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,003,406,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $1,222,159,000 | 19 |
| Other fiduciary accounts, managed assets | $56,000 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $644,363,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,481,065,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $96,385,000 | 90 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,476,634,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,431,551,000 | 30 |
| Other retirement accounts, non-managed assets | $464,155,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,340,000 | 69 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,859,077,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $162,501,000 | 44 |
| 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 | $15,788,813,000 | 44 |
| Managed Assets ($) | $12,278,807,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,294,126,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,230,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $251,218,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $759,425,000 | 26 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $4,000,607,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $766,145,000 | 25 |
| Other fiduciary accounts, managed assets | $56,000 | 197 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $628,332,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,603,305,000 | 11 |
| Non-managed Assets ($) | $3,510,006,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $118,826,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,469,540,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,409,155,000 | 30 |
| Other retirement accounts, non-managed assets | $460,784,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $51,701,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,296,785,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $163,539,000 | 43 |
| 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 | $15,139,824,000 | 44 |
| Managed Assets ($) | $11,790,312,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,083,556,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,596,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $239,685,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $731,020,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $3,839,389,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $689,010,000 | 28 |
| Other fiduciary accounts, managed assets | $56,000 | 104 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $605,599,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,349,512,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $117,425,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,384,120,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,337,509,000 | 29 |
| Other retirement accounts, non-managed assets | $461,591,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $48,867,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,051,289,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $163,694,000 | 43 |
| 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 | $14,607,216,000 | 44 |
| Managed Assets ($) | $11,343,265,000 | 34 |
| Personal trust and agency accounts, managed assets | $5,919,845,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $205,961,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $229,560,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $692,961,000 | 27 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $3,616,883,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $677,999,000 | 27 |
| Other fiduciary accounts, managed assets | $56,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $570,498,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,263,951,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $118,355,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,336,581,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,286,736,000 | 29 |
| Other retirement accounts, non-managed assets | $469,139,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $53,140,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,288,013,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $162,248,000 | 47 |
| 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 | $15,004,296,000 | 43 |
| Managed Assets ($) | $11,380,226,000 | 33 |
| Personal trust and agency accounts, managed assets | $5,973,732,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $202,942,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $230,201,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $682,282,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $3,668,071,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $622,942,000 | 30 |
| Other fiduciary accounts, managed assets | $56,000 | 102 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $563,175,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,624,070,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $578,509,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,307,977,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,282,251,000 | 29 |
| Other retirement accounts, non-managed assets | $444,498,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,835,000 | 66 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,228,494,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $162,223,000 | 44 |
| 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 | $14,494,294,000 | 43 |
| Managed Assets ($) | $10,981,572,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,811,874,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $197,252,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $226,422,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $649,432,000 | 28 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $3,478,436,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $617,366,000 | 29 |
| Other fiduciary accounts, managed assets | $790,000 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $535,713,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,758,782,000 | 9 |
| Non-managed Assets ($) | $3,512,722,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $561,610,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,211,132,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,321,770,000 | 29 |
| Other retirement accounts, non-managed assets | $407,365,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,845,000 | 70 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,867,879,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $156,007,000 | 45 |
| 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 | $14,384,324,000 | 42 |
| Managed Assets ($) | $10,881,764,000 | 33 |
| Personal trust and agency accounts, managed assets | $5,730,343,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,679,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $221,887,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $642,133,000 | 28 |
| Corporate trust and agency accounts, managed assets | $8,843,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $3,455,394,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $623,485,000 | 28 |
| 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 | $562,072,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,502,560,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $572,638,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,219,432,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,306,447,000 | 29 |
| Other retirement accounts, non-managed assets | $393,194,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,849,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,422,940,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $165,555,000 | 41 |
| 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 | $13,980,795,000 | 41 |
| Managed Assets ($) | $10,549,170,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,584,894,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $191,894,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $211,934,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $615,074,000 | 28 |
| Corporate trust and agency accounts, managed assets | $8,797,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $3,309,348,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $627,229,000 | 25 |
| 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 | $504,892,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,431,625,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $550,366,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,183,505,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,254,799,000 | 29 |
| Other retirement accounts, non-managed assets | $432,098,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,857,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,263,083,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $1,551,000 | 291 |
| 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 | $14,362,518,000 | 40 |
| Managed Assets ($) | $10,817,874,000 | 31 |
| Personal trust and agency accounts, managed assets | $5,743,325,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,132,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $215,607,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $603,043,000 | 28 |
| Corporate trust and agency accounts, managed assets | $10,123,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $3,395,605,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $651,039,000 | 25 |
| 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 | $492,374,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,544,644,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $558,138,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,204,078,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,317,635,000 | 29 |
| Other retirement accounts, non-managed assets | $453,935,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,858,000 | 63 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,074,969,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $24,048,000 | 118 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,476,928,000 | 42 |
| Managed Assets ($) | $10,234,493,000 | 31 |
| Personal trust and agency accounts, managed assets | $5,466,142,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,944,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $210,846,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $559,222,000 | 27 |
| Corporate trust and agency accounts, managed assets | $10,038,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $3,178,500,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | $621,801,000 | 26 |
| 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 | $452,733,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,437,513,000 | 10 |
| Non-managed Assets ($) | $3,242,435,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $527,186,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,083,796,000 | 36 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,215,273,000 | 29 |
| Other retirement accounts, non-managed assets | $405,313,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,867,000 | 68 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,880,749,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,000,000 | 141 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,839,944,000 | 43 |
| Managed Assets ($) | $9,781,782,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,252,389,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,667,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $195,058,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $526,072,000 | 28 |
| Corporate trust and agency accounts, managed assets | $9,891,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $3,017,212,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $599,493,000 | 26 |
| 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 | $424,021,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,058,162,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $498,971,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $999,174,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,141,760,000 | 29 |
| Other retirement accounts, non-managed assets | $407,463,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,794,000 | 60 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,402,157,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $23,642,000 | 114 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,618,201,000 | 45 |
| Managed Assets ($) | $10,164,290,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,634,074,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $200,062,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $220,719,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $555,801,000 | 28 |
| Corporate trust and agency accounts, managed assets | $8,469,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $2,896,572,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $648,593,000 | 26 |
| 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 | $448,273,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,453,911,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $546,817,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,124,537,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,266,102,000 | 30 |
| Other retirement accounts, non-managed assets | $505,651,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,804,000 | 65 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,813,687,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $25,906,000 | 112 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,522,600,000 | 44 |
| Managed Assets ($) | $10,134,844,000 | 33 |
| Personal trust and agency accounts, managed assets | $5,633,869,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $201,248,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $235,643,000 | 38 |
| Other employee benefit and retirement-related accounts, managed assets | $551,259,000 | 28 |
| Corporate trust and agency accounts, managed assets | $8,483,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $2,925,335,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $579,007,000 | 26 |
| 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 | $446,581,000 | 29 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,387,756,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $486,081,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,128,631,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,287,594,000 | 29 |
| Other retirement accounts, non-managed assets | $474,642,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,808,000 | 64 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,127,199,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $26,607,000 | 109 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,143,569,000 | 45 |
| Managed Assets ($) | $9,914,443,000 | 34 |
| Personal trust and agency accounts, managed assets | $5,501,004,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $194,014,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $226,302,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $533,469,000 | 29 |
| Corporate trust and agency accounts, managed assets | $8,416,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $2,774,080,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | $677,158,000 | 24 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $431,598,000 | 28 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,303,844,000 | 11 |
| Non-managed Assets ($) | $3,229,126,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $463,995,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,054,677,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,237,199,000 | 29 |
| Other retirement accounts, non-managed assets | $469,411,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,844,000 | 98 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,981,301,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $24,866,000 | 144 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,891,152,000 | 44 |
| Managed Assets ($) | $9,849,722,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,441,192,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $186,076,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $204,024,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $510,360,000 | 28 |
| Corporate trust and agency accounts, managed assets | $8,390,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $2,861,073,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $638,607,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $413,674,000 | 27 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,041,430,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $433,301,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $971,514,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,159,950,000 | 29 |
| Other retirement accounts, non-managed assets | $468,762,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $4,063,000 | 97 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,840,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,254,035,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $23,468,000 | 116 |
| 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 | $11,642,726,000 | 47 |
| Managed Assets ($) | $9,628,283,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,293,358,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $183,410,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $184,498,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $482,135,000 | 28 |
| Corporate trust and agency accounts, managed assets | $8,542,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $2,805,176,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $671,164,000 | 23 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $392,452,000 | 26 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,014,443,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $401,979,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $920,966,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $254,319,000 | 45 |
| Other retirement accounts, non-managed assets | $433,344,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,835,000 | 81 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,772,274,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $21,351,000 | 118 |
| 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 | $11,671,249,000 | 49 |
| Managed Assets ($) | $10,010,080,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,451,164,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $220,762,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $215,695,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $502,272,000 | 27 |
| Corporate trust and agency accounts, managed assets | $8,679,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $2,908,058,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $703,450,000 | 22 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $409,242,000 | 24 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,661,169,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $422,361,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $531,717,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $260,066,000 | 47 |
| Other retirement accounts, non-managed assets | $443,325,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,700,000 | 88 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,119,941,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $22,308,000 | 114 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $12,038,338,000 | 50 |
| Managed Assets ($) | $10,446,365,000 | 33 |
| Personal trust and agency accounts, managed assets | $5,376,319,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $222,333,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $208,651,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $519,596,000 | 25 |
| Corporate trust and agency accounts, managed assets | $8,599,000 | 55 |
| Investment management and investment advisory agency accounts, managed assets | $3,414,862,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $696,005,000 | 23 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $428,862,000 | 25 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,686,897,000 | 20 |
| Non-managed Assets ($) | $1,591,973,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $408,401,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $505,781,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $254,949,000 | 47 |
| Other retirement accounts, non-managed assets | $419,132,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,710,000 | 99 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,869,605,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $22,472,000 | 161 |
| 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 | $11,742,721,000 | 51 |
| Managed Assets ($) | $10,182,941,000 | 36 |
| Personal trust and agency accounts, managed assets | $6,039,458,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $221,171,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $242,976,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $499,768,000 | 27 |
| Corporate trust and agency accounts, managed assets | $9,756,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $3,169,812,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,559,780,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $398,153,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $484,737,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $253,116,000 | 46 |
| Other retirement accounts, non-managed assets | $423,774,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 116 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,853,389,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,295,351,000 | 52 |
| Managed Assets ($) | $9,568,381,000 | 34 |
| Personal trust and agency accounts, managed assets | $5,638,617,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $207,459,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $218,468,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $462,323,000 | 28 |
| Corporate trust and agency accounts, managed assets | $9,109,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $3,032,405,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,726,970,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $368,024,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $735,522,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $223,543,000 | 47 |
| Other retirement accounts, non-managed assets | $399,881,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,410,134,000 | 42 |
| 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 | $10,998,830,000 | 50 |
| Managed Assets ($) | $9,388,148,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,555,701,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,399,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $203,910,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $419,945,000 | 29 |
| Corporate trust and agency accounts, managed assets | $8,891,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $3,000,302,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,610,682,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $353,152,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $681,924,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $208,948,000 | 47 |
| Other retirement accounts, non-managed assets | $366,658,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,304,495,000 | 43 |
| 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 | $11,166,840,000 | 52 |
| Managed Assets ($) | $9,549,782,000 | 34 |
| Personal trust and agency accounts, managed assets | $5,667,790,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $202,933,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $214,560,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $419,991,000 | 29 |
| Corporate trust and agency accounts, managed assets | $8,532,000 | 66 |
| Investment management and investment advisory agency accounts, managed assets | $3,035,976,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 281 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,617,058,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $354,708,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $698,584,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $214,140,000 | 51 |
| Other retirement accounts, non-managed assets | $349,626,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,545,506,000 | 44 |
| 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 | $11,706,658,000 | 54 |
| Managed Assets ($) | $9,783,612,000 | 39 |
| Personal trust and agency accounts, managed assets | $5,979,451,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $212,586,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $204,553,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $445,373,000 | 28 |
| Corporate trust and agency accounts, managed assets | $8,690,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $2,932,959,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,923,046,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $452,296,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $832,558,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $230,446,000 | 52 |
| Other retirement accounts, non-managed assets | $407,746,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,327,235,000 | 46 |
| 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 | $12,038,920,000 | 59 |
| Managed Assets ($) | $10,117,371,000 | 42 |
| Personal trust and agency accounts, managed assets | $6,445,948,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $146,757,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $157,794,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $476,403,000 | 31 |
| Corporate trust and agency accounts, managed assets | $8,668,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $2,881,801,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,921,549,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $472,855,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $768,675,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $233,565,000 | 54 |
| Other retirement accounts, non-managed assets | $446,454,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 134 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,836,674,000 | 51 |
| 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 | $11,846,423,000 | 53 |
| Managed Assets ($) | $10,215,273,000 | 39 |
| Personal trust and agency accounts, managed assets | $6,586,686,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,939,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $152,423,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $469,680,000 | 29 |
| Corporate trust and agency accounts, managed assets | $8,659,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $2,859,886,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,631,150,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $214,899,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $755,105,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $219,275,000 | 56 |
| Other retirement accounts, non-managed assets | $441,871,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,312,041,000 | 50 |
| 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 | $11,921,146,000 | 52 |
| Managed Assets ($) | $10,298,633,000 | 41 |
| Personal trust and agency accounts, managed assets | $6,785,776,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $132,450,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $167,395,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $487,160,000 | 29 |
| Corporate trust and agency accounts, managed assets | $8,395,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $2,717,457,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 297 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,622,513,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $221,195,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $786,107,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $179,960,000 | 59 |
| Other retirement accounts, non-managed assets | $435,251,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 258 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,694,409,000 | 49 |
| 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 | $11,952,059,000 | 53 |
| Managed Assets ($) | $10,155,513,000 | 42 |
| Personal trust and agency accounts, managed assets | $6,903,919,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,150,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $167,789,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $454,602,000 | 29 |
| Corporate trust and agency accounts, managed assets | $8,161,000 | 48 |
| Investment management and investment advisory agency accounts, managed assets | $2,482,892,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,796,546,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $220,929,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $789,836,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $176,956,000 | 59 |
| Other retirement accounts, non-managed assets | $608,825,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,521,616,000 | 49 |
| 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 | $11,376,272,000 | 58 |
| Managed Assets ($) | $9,790,178,000 | 43 |
| Personal trust and agency accounts, managed assets | $6,869,646,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $139,242,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $159,836,000 | 56 |
| Other employee benefit and retirement-related accounts, managed assets | $460,711,000 | 29 |
| Corporate trust and agency accounts, managed assets | $7,745,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $2,152,998,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,586,094,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $221,760,000 | 67 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $782,820,000 | 46 |
| Employee benefit-defined benefit accounts, non-managed Assets | $171,298,000 | 62 |
| Other retirement accounts, non-managed assets | $410,216,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 124 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,483,649,000 | 50 |
| 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 | $10,871,351,000 | 59 |
| Managed Assets ($) | $9,087,758,000 | 45 |
| Personal trust and agency accounts, managed assets | $6,228,077,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $150,432,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $160,414,000 | 59 |
| Other employee benefit and retirement-related accounts, managed assets | $442,561,000 | 29 |
| Corporate trust and agency accounts, managed assets | $7,712,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $2,098,562,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,783,593,000 | 81 |
| Personal trust and agency accounts, non-managed assets | $239,396,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $769,771,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $166,780,000 | 62 |
| Other retirement accounts, non-managed assets | $607,646,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,226,528,000 | 49 |
| 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 | $10,675,067,000 | 60 |
| Managed Assets ($) | $9,099,178,000 | 45 |
| Personal trust and agency accounts, managed assets | $6,234,098,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,393,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $159,683,000 | 60 |
| Other employee benefit and retirement-related accounts, managed assets | $428,366,000 | 29 |
| Corporate trust and agency accounts, managed assets | $8,208,000 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $2,104,430,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 286 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,575,889,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $262,571,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $768,217,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $155,358,000 | 65 |
| Other retirement accounts, non-managed assets | $389,743,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 257 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,072,549,000 | 49 |
| 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 | $10,259,323,000 | 64 |
| Managed Assets ($) | $8,656,584,000 | 48 |
| Personal trust and agency accounts, managed assets | $5,965,297,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,779,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $156,535,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $390,536,000 | 34 |
| Corporate trust and agency accounts, managed assets | $7,797,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $1,997,640,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,602,739,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $317,040,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $754,869,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $164,039,000 | 66 |
| Other retirement accounts, non-managed assets | $366,791,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 118 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,816,725,000 | 49 |
| 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 | $9,642,524,000 | 67 |
| Managed Assets ($) | $8,107,385,000 | 49 |
| Personal trust and agency accounts, managed assets | $5,729,981,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,230,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $162,239,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $397,446,000 | 34 |
| Corporate trust and agency accounts, managed assets | $7,248,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $1,685,241,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,535,139,000 | 91 |
| Personal trust and agency accounts, non-managed assets | $291,888,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $735,511,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $151,234,000 | 72 |
| Other retirement accounts, non-managed assets | $356,505,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,199,924,000 | 50 |
| 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 | $9,613,391,000 | 66 |
| Managed Assets ($) | $8,346,162,000 | 48 |
| Personal trust and agency accounts, managed assets | $5,850,177,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $380,892,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $173,657,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $394,332,000 | 33 |
| Corporate trust and agency accounts, managed assets | $6,284,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $1,540,820,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 137 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,267,229,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $294,643,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $453,521,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $141,892,000 | 72 |
| Other retirement accounts, non-managed assets | $377,172,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 127 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,746,784,000 | 51 |
| 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 | $9,436,005,000 | 66 |
| Managed Assets ($) | $8,225,210,000 | 48 |
| Personal trust and agency accounts, managed assets | $5,893,406,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $363,548,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $168,078,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $378,581,000 | 35 |
| Corporate trust and agency accounts, managed assets | $7,145,000 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $1,414,452,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,210,795,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $281,155,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $442,758,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $141,292,000 | 75 |
| Other retirement accounts, non-managed assets | $345,589,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 379 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,211,269,000 | 51 |
| 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 | $9,696,956,000 | 62 |
| Managed Assets ($) | $8,254,989,000 | 45 |
| Personal trust and agency accounts, managed assets | $5,773,281,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $350,627,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $156,519,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $382,065,000 | 34 |
| Corporate trust and agency accounts, managed assets | $7,119,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $1,585,378,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,441,967,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $333,005,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $435,208,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $122,394,000 | 78 |
| Other retirement accounts, non-managed assets | $551,359,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $1,000 | 185 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,077,752,000 | 50 |
| 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 | $9,268,290,000 | 61 |
| Managed Assets ($) | $8,018,202,000 | 45 |
| Personal trust and agency accounts, managed assets | $5,575,583,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $343,786,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $153,824,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $342,299,000 | 35 |
| Corporate trust and agency accounts, managed assets | $7,093,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $1,595,617,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,250,088,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $330,974,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $410,925,000 | 70 |
| Employee benefit-defined benefit accounts, non-managed Assets | $121,902,000 | 75 |
| Other retirement accounts, non-managed assets | $386,287,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,767,294,000 | 51 |
| 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 | $9,044,282,000 | 66 |
| Managed Assets ($) | $7,897,275,000 | 46 |
| Personal trust and agency accounts, managed assets | $5,460,880,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $355,747,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $151,747,000 | 65 |
| Other employee benefit and retirement-related accounts, managed assets | $564,562,000 | 27 |
| Corporate trust and agency accounts, managed assets | $6,677,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $1,357,662,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,147,007,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $242,327,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $415,290,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $120,719,000 | 80 |
| Other retirement accounts, non-managed assets | $368,615,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $56,000 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,625,109,000 | 54 |
| 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 | $8,919,662,000 | 69 |
| Managed Assets ($) | $7,621,595,000 | 47 |
| Personal trust and agency accounts, managed assets | $5,170,358,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $367,967,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $152,641,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $557,061,000 | 26 |
| Corporate trust and agency accounts, managed assets | $5,797,000 | 95 |
| Investment management and investment advisory agency accounts, managed assets | $1,367,771,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,298,067,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $276,556,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $402,754,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $121,904,000 | 79 |
| Other retirement accounts, non-managed assets | $496,797,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $56,000 | 323 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,659,759,000 | 53 |
| 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 | $8,606,012,000 | 68 |
| Managed Assets ($) | $7,328,024,000 | 47 |
| Personal trust and agency accounts, managed assets | $4,828,257,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $343,302,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $149,801,000 | 63 |
| Other employee benefit and retirement-related accounts, managed assets | $542,815,000 | 26 |
| Corporate trust and agency accounts, managed assets | $5,783,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $1,458,066,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,277,988,000 | 99 |
| Personal trust and agency accounts, non-managed assets | $282,385,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $398,754,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,218,000 | 80 |
| Other retirement accounts, non-managed assets | $477,575,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $56,000 | 169 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,359,375,000 | 59 |
| 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 | $8,136,059,000 | 70 |
| Managed Assets ($) | $6,709,202,000 | 53 |
| Personal trust and agency accounts, managed assets | $4,545,219,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,638,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $148,644,000 | 64 |
| Other employee benefit and retirement-related accounts, managed assets | $314,351,000 | 38 |
| Corporate trust and agency accounts, managed assets | $4,942,000 | 63 |
| Investment management and investment advisory agency accounts, managed assets | $1,357,408,000 | 65 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,426,857,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $290,247,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $404,379,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,738,000 | 101 |
| Other retirement accounts, non-managed assets | $682,393,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $100,000 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,857,302,000 | 61 |
| 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 | $8,366,169,000 | 68 |
| Managed Assets ($) | $6,894,852,000 | 53 |
| Personal trust and agency accounts, managed assets | $4,703,085,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $335,195,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $147,454,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $309,855,000 | 39 |
| Corporate trust and agency accounts, managed assets | $5,017,000 | 59 |
| Investment management and investment advisory agency accounts, managed assets | $1,394,246,000 | 63 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,471,317,000 | 97 |
| Personal trust and agency accounts, non-managed assets | $274,877,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $388,594,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $120,892,000 | 78 |
| Other retirement accounts, non-managed assets | $686,854,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $100,000 | 176 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,458,522,000 | 63 |
| 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 | $8,078,300,000 | 70 |
| Managed Assets ($) | $6,671,567,000 | 56 |
| Personal trust and agency accounts, managed assets | $4,545,081,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $319,454,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $140,719,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $299,116,000 | 41 |
| Corporate trust and agency accounts, managed assets | $3,979,000 | 118 |
| Investment management and investment advisory agency accounts, managed assets | $1,363,218,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,406,733,000 | 102 |
| Personal trust and agency accounts, non-managed assets | $269,031,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $370,967,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,749,000 | 86 |
| Other retirement accounts, non-managed assets | $673,886,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $100,000 | 344 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,203,899,000 | 63 |
| 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 | $7,842,741,000 | 72 |
| Managed Assets ($) | $6,411,398,000 | 56 |
| Personal trust and agency accounts, managed assets | $4,329,413,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $315,034,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $127,421,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $290,412,000 | 43 |
| Corporate trust and agency accounts, managed assets | $3,979,000 | 74 |
| Investment management and investment advisory agency accounts, managed assets | $1,345,139,000 | 68 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,431,343,000 | 104 |
| Personal trust and agency accounts, non-managed assets | $252,802,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $253,795,000 | 97 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,076,000 | 88 |
| Other retirement accounts, non-managed assets | $831,570,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $100,000 | 182 |
| 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 | $6,013,071,000 | 65 |
| 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 | $7,777,977,000 | 73 |
| Managed Assets ($) | $6,286,227,000 | 56 |
| Personal trust and agency accounts, managed assets | $4,249,798,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $300,246,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $125,347,000 | 68 |
| Other employee benefit and retirement-related accounts, managed assets | $288,423,000 | 39 |
| Corporate trust and agency accounts, managed assets | $3,979,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $1,318,434,000 | 71 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,491,750,000 | 101 |
| Personal trust and agency accounts, non-managed assets | $216,543,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $361,247,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $97,934,000 | 87 |
| Other retirement accounts, non-managed assets | $815,926,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $100,000 | 181 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,018,976,000 | 62 |
| 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 | $7,096,755,000 | 75 |
| Managed Assets ($) | $5,868,087,000 | 55 |
| Personal trust and agency accounts, managed assets | $4,015,180,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $284,801,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $66,902,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $274,004,000 | 38 |
| Corporate trust and agency accounts, managed assets | $3,933,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $1,223,267,000 | 69 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,228,668,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $194,402,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $337,159,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,617,000 | 87 |
| Other retirement accounts, non-managed assets | $595,390,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $100,000 | 190 |
| 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 | $5,623,388,000 | 62 |
| 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 | $7,153,394,000 | 74 |
| Managed Assets ($) | $5,917,967,000 | 55 |
| Personal trust and agency accounts, managed assets | $4,093,292,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $284,468,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $65,466,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $273,175,000 | 39 |
| Corporate trust and agency accounts, managed assets | $3,930,000 | 137 |
| Investment management and investment advisory agency accounts, managed assets | $1,197,636,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,235,427,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $202,947,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $357,574,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,228,000 | 87 |
| Other retirement accounts, non-managed assets | $574,578,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $100,000 | 353 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,709,046,000 | 61 |
| 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 | $7,637,305,000 | 72 |
| Managed Assets ($) | $6,023,755,000 | 56 |
| Personal trust and agency accounts, managed assets | $4,327,185,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $293,272,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $52,213,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $292,732,000 | 35 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $1,058,353,000 | 67 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,613,550,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $252,896,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $437,396,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,256,000 | 73 |
| Other retirement accounts, non-managed assets | $799,119,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $4,883,000 | 207 |
| 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 | $5,969,774,000 | 55 |
| 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 |