| 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 | $59,358,076,000 | 33 |
| Managed Assets ($) | $48,128,512,000 | 17 |
| Personal trust and agency accounts, managed assets | $14,507,677,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $859,131,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $197,217,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $4,326,342,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $24,230,632,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $3,994,882,000 | 15 |
| Other fiduciary accounts, managed assets | $12,631,000 | 47 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,731,992,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,229,564,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $4,171,374,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $337,561,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,161,241,000 | 17 |
| Other retirement accounts, non-managed assets | $416,617,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $1,455,236,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $483,932,000 | 15 |
| Other fiduciary accounts, non-managed assets | $203,603,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $62,146,634,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $109,182,000 | 50 |
| 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 | $58,978,265,000 | 34 |
| Managed Assets ($) | $47,915,250,000 | 17 |
| Personal trust and agency accounts, managed assets | $14,243,226,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $898,118,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $202,365,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $4,155,080,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $24,513,737,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $3,891,267,000 | 16 |
| Other fiduciary accounts, managed assets | $11,457,000 | 42 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,585,544,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,063,015,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $3,840,889,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $327,388,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,118,221,000 | 19 |
| Other retirement accounts, non-managed assets | $419,085,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $1,694,915,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $463,504,000 | 14 |
| Other fiduciary accounts, non-managed assets | $199,013,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $60,663,461,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $105,194,000 | 48 |
| 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 | $56,395,930,000 | 33 |
| Managed Assets ($) | $45,752,011,000 | 17 |
| Personal trust and agency accounts, managed assets | $14,060,970,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $931,872,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $192,667,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $4,013,522,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $22,768,082,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $3,773,619,000 | 16 |
| Other fiduciary accounts, managed assets | $11,279,000 | 58 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,455,847,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $10,643,919,000 | 48 |
| Personal trust and agency accounts, non-managed assets | $3,448,737,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $315,820,000 | 85 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,185,481,000 | 19 |
| Other retirement accounts, non-managed assets | $399,256,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $1,616,636,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $481,214,000 | 13 |
| Other fiduciary accounts, non-managed assets | $196,775,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $57,551,323,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $102,834,000 | 55 |
| 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 | $53,386,540,000 | 34 |
| Managed Assets ($) | $42,680,315,000 | 17 |
| Personal trust and agency accounts, managed assets | $13,509,176,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $945,232,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $190,626,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $3,886,475,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $20,523,936,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $3,614,241,000 | 16 |
| Other fiduciary accounts, managed assets | $10,629,000 | 43 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,355,098,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,706,225,000 | 47 |
| Personal trust and agency accounts, non-managed assets | $3,347,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $294,365,000 | 84 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,472,184,000 | 20 |
| Other retirement accounts, non-managed assets | $386,511,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $1,533,966,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $475,027,000 | 13 |
| Other fiduciary accounts, non-managed assets | $197,172,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $55,618,036,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $96,405,000 | 50 |
| 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 | $54,950,070,000 | 26 |
| Managed Assets ($) | $43,654,690,000 | 16 |
| Personal trust and agency accounts, managed assets | $13,925,047,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $954,601,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $208,105,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $4,034,805,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $20,659,880,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $3,863,005,000 | 11 |
| Other fiduciary accounts, managed assets | $9,247,000 | 43 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,483,051,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,295,380,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $3,460,925,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $307,220,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,782,628,000 | 17 |
| Other retirement accounts, non-managed assets | $419,092,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $1,623,959,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $485,395,000 | 13 |
| Other fiduciary accounts, non-managed assets | $216,161,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $57,356,287,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $101,181,000 | 47 |
| 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 | $60,575,972,000 | 25 |
| Managed Assets ($) | $47,659,902,000 | 16 |
| Personal trust and agency accounts, managed assets | $15,235,892,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $955,857,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $229,673,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $4,402,058,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $22,568,342,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $4,258,844,000 | 11 |
| Other fiduciary accounts, managed assets | $9,236,000 | 39 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,801,410,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,916,070,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $3,768,764,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $346,432,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,417,331,000 | 17 |
| Other retirement accounts, non-managed assets | $447,962,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $2,131,732,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $572,294,000 | 13 |
| Other fiduciary accounts, non-managed assets | $231,555,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $54,551,877,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $114,679,000 | 45 |
| 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 | $63,483,034,000 | 25 |
| Managed Assets ($) | $49,569,024,000 | 16 |
| Personal trust and agency accounts, managed assets | $16,020,727,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $947,288,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $248,530,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $4,588,250,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $23,308,746,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $4,443,837,000 | 12 |
| Other fiduciary accounts, managed assets | $11,646,000 | 51 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,925,660,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $13,914,010,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $4,178,828,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $375,147,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,819,835,000 | 18 |
| Other retirement accounts, non-managed assets | $464,554,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $2,236,179,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $585,912,000 | 13 |
| Other fiduciary accounts, non-managed assets | $253,555,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $56,238,530,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $126,577,000 | 50 |
| 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 | $60,844,188,000 | 25 |
| Managed Assets ($) | $46,925,740,000 | 16 |
| Personal trust and agency accounts, managed assets | $15,209,631,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $963,519,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $246,611,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $4,384,396,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $21,768,440,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $4,342,636,000 | 11 |
| Other fiduciary accounts, managed assets | $10,507,000 | 38 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,757,719,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,918,448,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $4,070,209,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $369,027,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,788,590,000 | 19 |
| Other retirement accounts, non-managed assets | $448,157,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $2,412,084,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $575,663,000 | 13 |
| Other fiduciary accounts, non-managed assets | $254,718,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $51,095,364,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $123,095,000 | 42 |
| 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 | $59,325,649,000 | 27 |
| Managed Assets ($) | $45,499,278,000 | 17 |
| Personal trust and agency accounts, managed assets | $14,996,933,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $972,419,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $250,663,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $4,109,996,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $20,824,172,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $4,334,474,000 | 12 |
| Other fiduciary accounts, managed assets | $10,621,000 | 42 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,726,664,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,826,371,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $3,895,148,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $376,042,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,829,677,000 | 19 |
| Other retirement accounts, non-managed assets | $445,891,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $2,454,085,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $565,975,000 | 13 |
| Other fiduciary accounts, non-managed assets | $259,553,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $49,895,511,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $122,788,000 | 47 |
| 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 | $55,670,184,000 | 27 |
| Managed Assets ($) | $43,096,862,000 | 18 |
| Personal trust and agency accounts, managed assets | $14,537,079,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,013,951,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $241,346,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $3,935,012,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $19,170,925,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $4,189,729,000 | 12 |
| Other fiduciary accounts, managed assets | $8,820,000 | 39 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,568,810,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,573,322,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $3,646,020,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $359,509,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,574,688,000 | 19 |
| Other retirement accounts, non-managed assets | $436,739,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $1,763,815,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $524,441,000 | 12 |
| Other fiduciary accounts, non-managed assets | $268,110,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,265,797,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $120,409,000 | 45 |
| 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 | $54,536,578,000 | 27 |
| Managed Assets ($) | $42,063,244,000 | 18 |
| Personal trust and agency accounts, managed assets | $14,177,601,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,041,230,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $237,281,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $3,831,156,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $18,697,290,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $4,067,689,000 | 12 |
| Other fiduciary accounts, managed assets | $10,997,000 | 52 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,482,333,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $12,473,334,000 | 38 |
| Personal trust and agency accounts, non-managed assets | $3,534,359,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $356,756,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,622,043,000 | 19 |
| Other retirement accounts, non-managed assets | $434,513,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $1,743,967,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $513,298,000 | 13 |
| Other fiduciary accounts, non-managed assets | $268,398,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $38,803,298,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $117,745,000 | 50 |
| 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 | $50,166,160,000 | 26 |
| Managed Assets ($) | $39,428,850,000 | 17 |
| Personal trust and agency accounts, managed assets | $13,367,685,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,035,917,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $221,935,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $3,640,094,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $17,383,597,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,767,970,000 | 12 |
| Other fiduciary accounts, managed assets | $11,652,000 | 41 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,299,949,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,737,310,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $2,481,670,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $319,401,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,120,135,000 | 19 |
| Other retirement accounts, non-managed assets | $413,763,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $1,612,323,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $533,166,000 | 12 |
| Other fiduciary accounts, non-managed assets | $256,852,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $37,196,036,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $104,629,000 | 45 |
| 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 | $48,133,622,000 | 26 |
| Managed Assets ($) | $37,910,188,000 | 17 |
| Personal trust and agency accounts, managed assets | $12,912,835,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,004,046,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $219,662,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $3,495,975,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $16,713,931,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $3,552,012,000 | 12 |
| Other fiduciary accounts, managed assets | $11,727,000 | 47 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,174,751,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,223,434,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $2,346,328,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $296,929,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,907,677,000 | 19 |
| Other retirement accounts, non-managed assets | $407,462,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $1,496,196,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $515,189,000 | 12 |
| Other fiduciary accounts, non-managed assets | $253,653,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $34,404,161,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $104,864,000 | 46 |
| 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 | $43,540,459,000 | 26 |
| Managed Assets ($) | $34,562,329,000 | 17 |
| Personal trust and agency accounts, managed assets | $11,783,288,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $996,478,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $204,400,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $3,192,878,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $15,091,130,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,282,363,000 | 12 |
| Other fiduciary accounts, managed assets | $11,792,000 | 44 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,917,241,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,978,130,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,979,123,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $261,464,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,462,444,000 | 20 |
| Other retirement accounts, non-managed assets | $361,590,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $1,275,481,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $407,457,000 | 16 |
| Other fiduciary accounts, non-managed assets | $230,571,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $30,523,030,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $91,200,000 | 51 |
| 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 | $48,585,373,000 | 26 |
| Managed Assets ($) | $38,930,851,000 | 17 |
| Personal trust and agency accounts, managed assets | $13,743,892,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $926,766,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $233,606,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $3,532,109,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $16,723,508,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,759,585,000 | 11 |
| Other fiduciary accounts, managed assets | $11,385,000 | 58 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,216,794,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $9,654,522,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $2,264,340,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $323,135,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,491,518,000 | 21 |
| Other retirement accounts, non-managed assets | $377,167,000 | 35 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $1,472,522,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $473,656,000 | 15 |
| Other fiduciary accounts, non-managed assets | $252,184,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $34,708,061,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $107,174,000 | 53 |
| 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 | $46,370,418,000 | 27 |
| Managed Assets ($) | $37,318,342,000 | 18 |
| Personal trust and agency accounts, managed assets | $13,101,349,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $923,723,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $230,426,000 | 44 |
| Other employee benefit and retirement-related accounts, managed assets | $3,395,461,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $16,014,587,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,641,418,000 | 12 |
| Other fiduciary accounts, managed assets | $11,378,000 | 45 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,091,044,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,052,076,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $1,754,247,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $302,366,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,462,246,000 | 22 |
| Other retirement accounts, non-managed assets | $369,352,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $1,442,313,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $471,621,000 | 15 |
| Other fiduciary accounts, non-managed assets | $249,931,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $36,950,609,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $102,717,000 | 48 |
| 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 | $46,016,097,000 | 26 |
| Managed Assets ($) | $36,901,678,000 | 16 |
| Personal trust and agency accounts, managed assets | $13,167,487,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $909,857,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $237,772,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $3,370,087,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $15,546,370,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,659,199,000 | 10 |
| Other fiduciary accounts, managed assets | $10,906,000 | 48 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,070,427,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,114,419,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $2,153,183,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $298,435,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,418,937,000 | 21 |
| Other retirement accounts, non-managed assets | $376,801,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $1,229,803,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $475,559,000 | 15 |
| Other fiduciary accounts, non-managed assets | $161,701,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $37,738,596,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $101,864,000 | 49 |
| 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 | $45,060,969,000 | 27 |
| Managed Assets ($) | $36,459,794,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,199,339,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $911,160,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $233,318,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $3,272,990,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $15,189,960,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,638,603,000 | 10 |
| Other fiduciary accounts, managed assets | $14,424,000 | 46 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,992,257,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,601,175,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,832,240,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $290,165,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,231,309,000 | 22 |
| Other retirement accounts, non-managed assets | $384,695,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $1,229,855,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $471,994,000 | 15 |
| Other fiduciary accounts, non-managed assets | $160,917,000 | 32 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $36,523,901,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $100,107,000 | 46 |
| 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 | $43,261,181,000 | 26 |
| Managed Assets ($) | $34,577,070,000 | 15 |
| Personal trust and agency accounts, managed assets | $12,615,376,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $893,968,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $152,740,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $3,087,975,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $14,335,016,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,491,940,000 | 10 |
| Other fiduciary accounts, managed assets | $55,000 | 187 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,828,872,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $8,684,111,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,680,779,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $268,076,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,610,370,000 | 19 |
| Other retirement accounts, non-managed assets | $383,522,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $1,134,125,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $448,869,000 | 16 |
| Other fiduciary accounts, non-managed assets | $158,370,000 | 32 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $34,585,553,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $91,037,000 | 50 |
| 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 | $47,470,451,000 | 26 |
| Managed Assets ($) | $38,004,236,000 | 15 |
| Personal trust and agency accounts, managed assets | $14,127,609,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $903,153,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $287,148,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $3,285,575,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $15,563,773,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,836,923,000 | 10 |
| Other fiduciary accounts, managed assets | $55,000 | 108 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,001,370,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,466,215,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,803,861,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $293,741,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,062,186,000 | 20 |
| Other retirement accounts, non-managed assets | $403,994,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $1,241,693,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $497,949,000 | 13 |
| Other fiduciary accounts, non-managed assets | $162,791,000 | 30 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $35,263,937,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $101,882,000 | 47 |
| 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 | $46,432,656,000 | 26 |
| Managed Assets ($) | $37,090,943,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,789,150,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $873,238,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $279,947,000 | 37 |
| Other employee benefit and retirement-related accounts, managed assets | $3,251,321,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $15,122,967,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,774,318,000 | 10 |
| Other fiduciary accounts, managed assets | $2,000 | 117 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,944,175,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,341,713,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,741,068,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $285,173,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,973,273,000 | 20 |
| Other retirement accounts, non-managed assets | $363,944,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $1,300,845,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $523,131,000 | 13 |
| Other fiduciary accounts, non-managed assets | $154,279,000 | 32 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $34,848,819,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $96,462,000 | 48 |
| 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 | $45,909,517,000 | 27 |
| Managed Assets ($) | $36,532,315,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,620,434,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $875,782,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $276,172,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $3,222,079,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $14,734,903,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,799,730,000 | 10 |
| Other fiduciary accounts, managed assets | $3,215,000 | 64 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,921,212,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,377,202,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,718,922,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $276,285,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,986,093,000 | 20 |
| Other retirement accounts, non-managed assets | $372,427,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $1,344,505,000 | 9 |
| Foundation and endowment trust and agency accounts, non-managed assets | $525,857,000 | 13 |
| Other fiduciary accounts, non-managed assets | $153,113,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $32,869,208,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $95,310,000 | 50 |
| 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 | $46,046,390,000 | 26 |
| Managed Assets ($) | $36,977,252,000 | 15 |
| Personal trust and agency accounts, managed assets | $14,060,963,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $908,761,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $268,777,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $3,301,650,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $14,611,969,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,825,132,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,958,199,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $9,069,138,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,704,148,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $277,461,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,650,228,000 | 20 |
| Other retirement accounts, non-managed assets | $347,868,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $1,391,278,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $528,497,000 | 13 |
| Other fiduciary accounts, non-managed assets | $169,658,000 | 32 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $32,702,060,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $105,341,000 | 51 |
| 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 | $44,988,129,000 | 25 |
| Managed Assets ($) | $36,096,757,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,674,622,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $947,612,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $481,365,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $3,233,444,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $14,017,159,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $3,742,554,000 | 10 |
| Other fiduciary accounts, managed assets | $1,000 | 118 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,904,566,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,891,372,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,651,421,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $273,524,000 | 82 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,500,245,000 | 20 |
| Other retirement accounts, non-managed assets | $348,131,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $1,434,180,000 | 8 |
| Foundation and endowment trust and agency accounts, non-managed assets | $511,068,000 | 14 |
| Other fiduciary accounts, non-managed assets | $172,803,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $31,299,704,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $106,219,000 | 46 |
| 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 | $43,678,912,000 | 25 |
| Managed Assets ($) | $35,166,425,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,610,205,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $944,518,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $465,923,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $3,182,571,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $13,322,205,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,641,002,000 | 11 |
| Other fiduciary accounts, managed assets | $1,000 | 119 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,845,322,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,512,487,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,631,159,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $266,940,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,080,446,000 | 22 |
| Other retirement accounts, non-managed assets | $435,354,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $1,430,665,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $507,301,000 | 13 |
| Other fiduciary accounts, non-managed assets | $160,622,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $31,477,759,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $106,247,000 | 47 |
| 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 | $42,756,990,000 | 25 |
| Managed Assets ($) | $34,671,067,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,563,814,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,014,499,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $546,215,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $3,098,934,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $12,848,640,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,596,476,000 | 11 |
| Other fiduciary accounts, managed assets | $2,489,000 | 70 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,797,080,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,085,923,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $1,540,550,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $258,718,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,838,549,000 | 22 |
| Other retirement accounts, non-managed assets | $351,842,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $1,440,784,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $496,078,000 | 13 |
| Other fiduciary accounts, non-managed assets | $159,402,000 | 31 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $32,341,248,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $102,828,000 | 46 |
| 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 | $41,748,442,000 | 24 |
| Managed Assets ($) | $33,670,833,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,355,804,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,012,381,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $558,145,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $3,014,949,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $12,266,847,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,462,707,000 | 11 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,725,225,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $8,077,609,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,505,501,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $281,803,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,905,978,000 | 22 |
| Other retirement accounts, non-managed assets | $351,325,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $1,356,988,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $490,310,000 | 12 |
| Other fiduciary accounts, non-managed assets | $185,704,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $31,516,680,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $101,300,000 | 50 |
| 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 | $40,692,298,000 | 25 |
| Managed Assets ($) | $32,423,780,000 | 15 |
| Personal trust and agency accounts, managed assets | $12,860,887,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $979,534,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $558,243,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $2,922,062,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $11,724,892,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,369,748,000 | 12 |
| Other fiduciary accounts, managed assets | $8,414,000 | 50 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,642,222,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,268,518,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,480,339,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $282,527,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,132,249,000 | 21 |
| Other retirement accounts, non-managed assets | $356,987,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $1,341,560,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $483,330,000 | 13 |
| Other fiduciary accounts, non-managed assets | $191,526,000 | 28 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $31,168,075,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $81,500,000 | 49 |
| 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 | $39,822,944,000 | 24 |
| Managed Assets ($) | $31,821,482,000 | 15 |
| Personal trust and agency accounts, managed assets | $12,787,460,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $949,590,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $555,902,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $2,873,987,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $11,317,879,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,328,472,000 | 11 |
| Other fiduciary accounts, managed assets | $8,192,000 | 52 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,605,986,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,001,462,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,489,543,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $273,191,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,902,350,000 | 21 |
| Other retirement accounts, non-managed assets | $427,152,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $1,247,546,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $477,635,000 | 13 |
| Other fiduciary accounts, non-managed assets | $184,045,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $49,237,821,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $71,247,000 | 54 |
| 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 | $38,981,056,000 | 24 |
| Managed Assets ($) | $31,214,052,000 | 16 |
| Personal trust and agency accounts, managed assets | $12,722,509,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $947,841,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $549,981,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $2,834,501,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $10,883,133,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $3,266,112,000 | 11 |
| Other fiduciary accounts, managed assets | $9,975,000 | 52 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,576,749,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,767,004,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,470,018,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $263,257,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,754,666,000 | 20 |
| Other retirement accounts, non-managed assets | $356,234,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $1,274,110,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $457,793,000 | 12 |
| Other fiduciary accounts, non-managed assets | $190,926,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $47,825,618,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $75,251,000 | 52 |
| 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 | $38,736,325,000 | 22 |
| Managed Assets ($) | $31,049,349,000 | 16 |
| Personal trust and agency accounts, managed assets | $12,527,700,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $918,632,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $549,377,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $2,841,894,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $10,900,530,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $3,303,025,000 | 11 |
| Other fiduciary accounts, managed assets | $8,191,000 | 67 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,552,397,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $7,686,976,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,434,613,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $264,414,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,704,093,000 | 20 |
| Other retirement accounts, non-managed assets | $325,845,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $1,307,944,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $460,670,000 | 13 |
| Other fiduciary accounts, non-managed assets | $189,397,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $46,402,002,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $76,580,000 | 53 |
| 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 | $38,169,401,000 | 21 |
| Managed Assets ($) | $30,479,094,000 | 16 |
| Personal trust and agency accounts, managed assets | $12,192,659,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $919,448,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $544,216,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $2,808,149,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $10,758,565,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $3,238,438,000 | 11 |
| Other fiduciary accounts, managed assets | $17,619,000 | 45 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,515,139,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,690,307,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,398,483,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $259,851,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,666,199,000 | 20 |
| Other retirement accounts, non-managed assets | $321,043,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $1,381,827,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $457,694,000 | 13 |
| Other fiduciary accounts, non-managed assets | $205,210,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $46,048,640,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $75,688,000 | 56 |
| 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 | $40,493,549,000 | 21 |
| Managed Assets ($) | $31,971,555,000 | 15 |
| Personal trust and agency accounts, managed assets | $12,687,268,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $923,505,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $577,479,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $2,917,421,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $11,353,239,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $3,494,005,000 | 11 |
| Other fiduciary accounts, managed assets | $18,638,000 | 46 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,604,215,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,521,994,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,630,533,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $277,772,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,851,710,000 | 20 |
| Other retirement accounts, non-managed assets | $437,833,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $1,539,967,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $587,718,000 | 13 |
| Other fiduciary accounts, non-managed assets | $196,461,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $49,180,015,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $83,173,000 | 54 |
| 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 | $40,687,371,000 | 23 |
| Managed Assets ($) | $32,399,185,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,001,015,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $927,910,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $601,849,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $2,960,361,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $11,318,640,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $3,567,306,000 | 11 |
| Other fiduciary accounts, managed assets | $22,104,000 | 44 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,589,386,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,288,186,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,346,303,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $281,133,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,954,780,000 | 21 |
| Other retirement accounts, non-managed assets | $335,752,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $1,581,855,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $588,426,000 | 12 |
| Other fiduciary accounts, non-managed assets | $199,937,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $50,128,736,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $84,901,000 | 56 |
| 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 | $40,664,460,000 | 23 |
| Managed Assets ($) | $32,264,286,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,075,309,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $942,159,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $610,215,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $2,912,416,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $11,172,668,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $3,531,887,000 | 11 |
| Other fiduciary accounts, managed assets | $19,632,000 | 50 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,555,287,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $8,400,174,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,395,665,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $274,763,000 | 78 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,956,790,000 | 21 |
| Other retirement accounts, non-managed assets | $344,414,000 | 34 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $1,625,553,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $601,540,000 | 11 |
| Other fiduciary accounts, non-managed assets | $201,449,000 | 29 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $48,926,779,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $84,647,000 | 59 |
| 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 | $39,959,898,000 | 24 |
| Managed Assets ($) | $31,753,320,000 | 15 |
| Personal trust and agency accounts, managed assets | $12,832,083,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $953,493,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $759,210,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $2,865,467,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $10,754,479,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $3,566,118,000 | 11 |
| Other fiduciary accounts, managed assets | $22,470,000 | 41 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,531,064,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,206,578,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,323,888,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $270,348,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,778,324,000 | 21 |
| Other retirement accounts, non-managed assets | $343,923,000 | 32 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $1,653,722,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $633,948,000 | 11 |
| Other fiduciary accounts, non-managed assets | $202,425,000 | 25 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,092,856,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $88,563,000 | 56 |
| 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 | $40,726,550,000 | 24 |
| Managed Assets ($) | $32,256,298,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,203,993,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $978,556,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $762,240,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $2,882,863,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $10,630,545,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $3,776,132,000 | 11 |
| Other fiduciary accounts, managed assets | $21,969,000 | 41 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,546,857,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,470,252,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,352,209,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $276,457,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,836,235,000 | 21 |
| Other retirement accounts, non-managed assets | $456,706,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $1,711,850,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $651,012,000 | 12 |
| Other fiduciary accounts, non-managed assets | $185,783,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,820,129,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $90,926,000 | 56 |
| 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 | $39,504,790,000 | 25 |
| Managed Assets ($) | $31,406,484,000 | 17 |
| Personal trust and agency accounts, managed assets | $12,951,836,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,039,601,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $754,045,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $2,781,281,000 | 16 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $10,222,091,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $3,633,055,000 | 11 |
| Other fiduciary accounts, managed assets | $24,575,000 | 43 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,497,977,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,098,306,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,300,070,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $263,930,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,744,338,000 | 22 |
| Other retirement accounts, non-managed assets | $350,695,000 | 33 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $1,607,546,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $631,157,000 | 12 |
| Other fiduciary accounts, non-managed assets | $200,570,000 | 26 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,882,859,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $88,911,000 | 57 |
| 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 | $39,072,770,000 | 25 |
| Managed Assets ($) | $31,252,622,000 | 16 |
| Personal trust and agency accounts, managed assets | $12,942,630,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,001,006,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,068,761,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $1,486,387,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $10,498,323,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $3,244,775,000 | 11 |
| Other fiduciary accounts, managed assets | $1,010,740,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,480,683,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $7,820,148,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,293,689,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,568,000 | 253 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,659,779,000 | 23 |
| Other retirement accounts, non-managed assets | $0 | 759 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $1,699,933,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $542,385,000 | 14 |
| Other fiduciary accounts, non-managed assets | $609,794,000 | 18 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $40,707,617,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $85,498,000 | 61 |
| 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 | $37,633,832,000 | 26 |
| Managed Assets ($) | $30,028,770,000 | 17 |
| Personal trust and agency accounts, managed assets | $14,275,092,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,002,301,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,042,178,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $1,431,880,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $9,979,222,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $1,303,193,000 | 18 |
| Other fiduciary accounts, managed assets | $994,904,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,426,222,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,605,062,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,253,712,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $13,890,000 | 196 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,604,716,000 | 21 |
| Other retirement accounts, non-managed assets | $0 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $1,681,560,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $460,568,000 | 14 |
| Other fiduciary accounts, non-managed assets | $590,616,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,565,344,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $81,012,000 | 61 |
| 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 | $38,050,568,000 | 23 |
| Managed Assets ($) | $30,941,546,000 | 16 |
| Personal trust and agency accounts, managed assets | $14,111,991,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,395,577,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,363,457,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,373,107,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $9,451,441,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $1,262,953,000 | 18 |
| Other fiduciary accounts, managed assets | $983,020,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,367,585,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,109,022,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,180,805,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,080,000 | 195 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,294,536,000 | 22 |
| Other retirement accounts, non-managed assets | $0 | 326 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $1,608,660,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $451,990,000 | 14 |
| Other fiduciary accounts, non-managed assets | $558,951,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $40,289,648,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $81,897,000 | 60 |
| 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 | $37,819,943,000 | 24 |
| Managed Assets ($) | $30,738,730,000 | 17 |
| Personal trust and agency accounts, managed assets | $14,298,935,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,343,448,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,422,792,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $1,369,570,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $9,053,255,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,276,215,000 | 18 |
| Other fiduciary accounts, managed assets | $974,515,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,363,963,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,081,213,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,159,605,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,267,000 | 200 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,242,058,000 | 23 |
| Other retirement accounts, non-managed assets | $0 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $1,644,412,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $450,648,000 | 14 |
| Other fiduciary accounts, non-managed assets | $570,223,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $39,841,111,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $84,795,000 | 58 |
| 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 | $35,866,160,000 | 24 |
| Managed Assets ($) | $29,098,522,000 | 17 |
| Personal trust and agency accounts, managed assets | $13,547,802,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,250,448,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,491,771,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $1,293,425,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $8,356,472,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $1,216,606,000 | 18 |
| Other fiduciary accounts, managed assets | $941,998,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,288,013,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $346,922,000 | 31 |
| Non-managed Assets ($) | $6,767,638,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $1,107,130,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $13,702,000 | 253 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,080,349,000 | 22 |
| Other retirement accounts, non-managed assets | $0 | 765 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $1,569,284,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $423,300,000 | 14 |
| Other fiduciary accounts, non-managed assets | $573,873,000 | 18 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $37,994,887,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $80,531,000 | 63 |
| 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 | $35,568,389,000 | 23 |
| Managed Assets ($) | $28,820,838,000 | 17 |
| Personal trust and agency accounts, managed assets | $13,536,407,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,200,374,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,541,584,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,284,858,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $8,100,820,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $1,213,093,000 | 19 |
| Other fiduciary accounts, managed assets | $943,702,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,279,365,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,747,551,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $984,766,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,629,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,172,443,000 | 21 |
| Other retirement accounts, non-managed assets | $0 | 313 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $1,602,659,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $220,352,000 | 16 |
| Other fiduciary accounts, non-managed assets | $752,702,000 | 18 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $37,808,907,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $88,366,000 | 53 |
| 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 | $34,226,290,000 | 23 |
| Managed Assets ($) | $27,938,804,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,242,145,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,119,496,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $1,826,182,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,213,385,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $7,391,555,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,201,276,000 | 17 |
| Other fiduciary accounts, managed assets | $944,765,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,208,012,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,287,486,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $928,492,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $23,099,000 | 178 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,878,180,000 | 21 |
| Other retirement accounts, non-managed assets | $0 | 321 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $1,520,593,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $216,687,000 | 16 |
| Other fiduciary accounts, non-managed assets | $720,435,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $38,692,446,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $94,224,000 | 51 |
| 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 | $35,386,758,000 | 23 |
| Managed Assets ($) | $29,146,647,000 | 15 |
| Personal trust and agency accounts, managed assets | $13,926,486,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,361,318,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,045,951,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,217,231,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $7,415,674,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,223,590,000 | 16 |
| Other fiduciary accounts, managed assets | $956,397,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,211,775,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,240,111,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $849,227,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $26,002,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,774,403,000 | 22 |
| Other retirement accounts, non-managed assets | $0 | 318 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $1,601,958,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $221,187,000 | 16 |
| Other fiduciary accounts, non-managed assets | $767,334,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $38,745,042,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $95,826,000 | 49 |
| 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 | $33,500,982,000 | 23 |
| Managed Assets ($) | $27,622,977,000 | 16 |
| Personal trust and agency accounts, managed assets | $13,252,368,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,178,133,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,050,565,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $1,119,440,000 | 17 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $6,958,900,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $1,138,504,000 | 16 |
| Other fiduciary accounts, managed assets | $925,067,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,114,248,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $409,976,000 | 29 |
| Non-managed Assets ($) | $5,878,005,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $817,102,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $25,494,000 | 195 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,576,008,000 | 22 |
| Other retirement accounts, non-managed assets | $0 | 778 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $1,510,292,000 | 7 |
| Foundation and endowment trust and agency accounts, non-managed assets | $201,298,000 | 14 |
| Other fiduciary accounts, non-managed assets | $747,811,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $39,286,653,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $91,024,000 | 50 |
| 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 | $32,471,348,000 | 25 |
| Managed Assets ($) | $26,729,536,000 | 17 |
| Personal trust and agency accounts, managed assets | $12,813,776,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,022,238,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,150,719,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $1,059,213,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,720,120,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $1,124,222,000 | 17 |
| Other fiduciary accounts, managed assets | $839,248,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,054,123,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,741,812,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $891,238,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $24,796,000 | 174 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,454,869,000 | 23 |
| Other retirement accounts, non-managed assets | $0 | 324 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $1,463,321,000 | 6 |
| Foundation and endowment trust and agency accounts, non-managed assets | $190,570,000 | 15 |
| Other fiduciary accounts, non-managed assets | $717,018,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $39,126,130,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $87,565,000 | 48 |
| 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 | $35,625,268,000 | 24 |
| Managed Assets ($) | $29,287,049,000 | 16 |
| Personal trust and agency accounts, managed assets | $14,085,171,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,285,826,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,382,901,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,167,401,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $7,232,313,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $1,279,734,000 | 15 |
| Other fiduciary accounts, managed assets | $853,703,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,161,896,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,338,219,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $991,677,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $25,159,000 | 176 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,780,715,000 | 23 |
| Other retirement accounts, non-managed assets | $0 | 325 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $1,595,353,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $215,237,000 | 15 |
| Other fiduciary accounts, non-managed assets | $730,078,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,938,770,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $96,997,000 | 47 |
| 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 | $36,016,326,000 | 25 |
| Managed Assets ($) | $29,766,212,000 | 15 |
| Personal trust and agency accounts, managed assets | $14,319,142,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,411,336,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,465,602,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,164,884,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $7,270,901,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $1,279,867,000 | 15 |
| Other fiduciary accounts, managed assets | $854,480,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,159,442,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,250,114,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $1,036,225,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $24,819,000 | 175 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,518,198,000 | 24 |
| Other retirement accounts, non-managed assets | $105,000 | 323 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $1,605,925,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $321,729,000 | 11 |
| Other fiduciary accounts, non-managed assets | $743,113,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $41,752,665,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $99,340,000 | 46 |
| 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 | $34,787,406,000 | 26 |
| Managed Assets ($) | $28,805,555,000 | 16 |
| Personal trust and agency accounts, managed assets | $14,061,838,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,259,022,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,454,658,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,129,449,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $6,831,883,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $1,222,500,000 | 15 |
| Other fiduciary accounts, managed assets | $846,205,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,124,089,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $529,407,000 | 29 |
| Non-managed Assets ($) | $5,981,851,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $1,002,519,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $18,293,000 | 231 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,398,640,000 | 25 |
| Other retirement accounts, non-managed assets | $210,000 | 723 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $1,524,948,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $310,058,000 | 11 |
| Other fiduciary accounts, non-managed assets | $727,183,000 | 16 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $39,486,190,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $97,603,000 | 51 |
| 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 | $33,860,740,000 | 25 |
| Managed Assets ($) | $27,642,521,000 | 16 |
| Personal trust and agency accounts, managed assets | $13,539,503,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,132,402,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,341,309,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $1,055,948,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $6,541,667,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | $1,187,947,000 | 14 |
| Other fiduciary accounts, managed assets | $843,745,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $1,050,636,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,218,219,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $977,919,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $17,633,000 | 190 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,583,388,000 | 23 |
| Other retirement accounts, non-managed assets | $166,000 | 300 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $1,501,933,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $480,820,000 | 10 |
| Other fiduciary accounts, non-managed assets | $656,360,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $37,572,028,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $88,889,000 | 47 |
| 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 | $33,154,974,000 | 26 |
| Managed Assets ($) | $26,153,427,000 | 16 |
| Personal trust and agency accounts, managed assets | $13,033,847,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,829,392,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,304,085,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $977,643,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $5,945,567,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,067,674,000 | 12 |
| Other fiduciary accounts, managed assets | $995,219,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $971,440,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,001,547,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $944,063,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $47,505,000 | 146 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,939,114,000 | 20 |
| Other retirement accounts, non-managed assets | $144,000 | 302 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $1,453,871,000 | 4 |
| Foundation and endowment trust and agency accounts, non-managed assets | $398,683,000 | 10 |
| Other fiduciary accounts, non-managed assets | $1,218,167,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $38,004,284,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $88,137,000 | 44 |
| 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 | $35,700,974,000 | 26 |
| Managed Assets ($) | $28,187,653,000 | 16 |
| Personal trust and agency accounts, managed assets | $14,053,980,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,019,530,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,649,484,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,034,630,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $6,316,249,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,139,073,000 | 14 |
| Other fiduciary accounts, managed assets | $974,707,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $1,027,413,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,513,321,000 | 39 |
| Personal trust and agency accounts, non-managed assets | $1,020,416,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $47,705,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,048,902,000 | 20 |
| Other retirement accounts, non-managed assets | $170,000 | 303 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $1,654,537,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $418,752,000 | 11 |
| Other fiduciary accounts, non-managed assets | $1,322,839,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $42,989,351,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $92,642,000 | 43 |
| 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 | $35,364,362,000 | 27 |
| Managed Assets ($) | $27,771,628,000 | 17 |
| Personal trust and agency accounts, managed assets | $13,826,359,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,930,822,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $2,749,635,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,006,649,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $6,153,587,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $1,117,576,000 | 15 |
| Other fiduciary accounts, managed assets | $987,000,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $999,618,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $492,964,000 | 30 |
| Non-managed Assets ($) | $7,592,734,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $995,114,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $46,329,000 | 158 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,248,567,000 | 20 |
| Other retirement accounts, non-managed assets | $147,000 | 746 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $1,673,175,000 | 5 |
| Foundation and endowment trust and agency accounts, non-managed assets | $405,825,000 | 12 |
| Other fiduciary accounts, non-managed assets | $1,223,577,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $45,086,799,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $91,954,000 | 52 |
| 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 | $34,708,516,000 | 29 |
| Managed Assets ($) | $28,886,293,000 | 19 |
| Personal trust and agency accounts, managed assets | $14,730,642,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,859,002,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $2,187,350,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,018,119,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $7,394,169,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,697,011,000 | 13 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,822,223,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $1,202,409,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $51,143,000 | 143 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,186,863,000 | 20 |
| Other retirement accounts, non-managed assets | $146,000 | 299 |
| 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 | $1,381,662,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $44,676,627,000 | 23 |
| 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 | $31,855,845,000 | 29 |
| Managed Assets ($) | $26,594,185,000 | 20 |
| Personal trust and agency accounts, managed assets | $13,749,498,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,511,099,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,970,437,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,079,865,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $6,586,842,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,696,444,000 | 13 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,261,660,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $1,120,194,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $48,063,000 | 142 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,810,598,000 | 19 |
| Other retirement accounts, non-managed assets | $129,000 | 305 |
| 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 | $1,282,676,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $43,770,408,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $30,334,403,000 | 30 |
| Managed Assets ($) | $25,350,116,000 | 20 |
| Personal trust and agency accounts, managed assets | $12,761,726,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,510,629,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,774,257,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,005,956,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $6,529,190,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,768,358,000 | 13 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,984,287,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $1,035,879,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $47,496,000 | 138 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,625,388,000 | 19 |
| Other retirement accounts, non-managed assets | $79,000 | 302 |
| 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 | $1,275,445,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $44,450,567,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $32,835,058,000 | 30 |
| Managed Assets ($) | $27,349,679,000 | 20 |
| Personal trust and agency accounts, managed assets | $13,855,581,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,591,906,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,986,106,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,045,971,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $7,066,914,000 | 23 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,803,201,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,485,379,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $1,157,973,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $52,828,000 | 147 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,890,787,000 | 22 |
| Other retirement accounts, non-managed assets | $76,000 | 775 |
| 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 | $1,383,715,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $47,871,188,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $37,926,177,000 | 29 |
| Managed Assets ($) | $31,118,057,000 | 19 |
| Personal trust and agency accounts, managed assets | $16,146,405,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,658,865,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $2,320,052,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,158,399,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $7,916,602,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,917,734,000 | 12 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,808,120,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $1,326,638,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $64,748,000 | 129 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,704,138,000 | 20 |
| Other retirement accounts, non-managed assets | $736,000 | 305 |
| 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 | $1,711,860,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $53,638,298,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $40,330,584,000 | 30 |
| Managed Assets ($) | $33,085,183,000 | 20 |
| Personal trust and agency accounts, managed assets | $17,294,312,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,729,578,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $2,668,245,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,245,623,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $8,162,385,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,985,040,000 | 11 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,245,401,000 | 45 |
| Personal trust and agency accounts, non-managed assets | $1,483,946,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $72,453,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,770,246,000 | 21 |
| Other retirement accounts, non-managed assets | $1,456,000 | 292 |
| 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 | $1,917,300,000 | 15 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $57,543,174,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $41,098,782,000 | 29 |
| Managed Assets ($) | $33,833,165,000 | 19 |
| Personal trust and agency accounts, managed assets | $17,874,935,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,711,480,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $2,623,691,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,248,137,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $8,342,274,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,032,648,000 | 14 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,265,617,000 | 44 |
| Personal trust and agency accounts, non-managed assets | $1,489,993,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $76,236,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,775,837,000 | 22 |
| Other retirement accounts, non-managed assets | $1,477,000 | 292 |
| 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 | $1,922,074,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $58,248,593,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $43,495,514,000 | 29 |
| Managed Assets ($) | $35,652,803,000 | 20 |
| Personal trust and agency accounts, managed assets | $19,042,545,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,774,717,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $2,789,317,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,300,065,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $8,660,220,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,085,939,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,842,711,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,647,514,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $79,206,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,089,152,000 | 23 |
| Other retirement accounts, non-managed assets | $2,993,000 | 478 |
| 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 | $2,023,846,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $61,483,064,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $44,150,743,000 | 29 |
| Managed Assets ($) | $36,292,586,000 | 18 |
| Personal trust and agency accounts, managed assets | $19,664,233,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,791,138,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $2,839,918,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,308,217,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $8,574,557,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,114,523,000 | 16 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,858,157,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $1,680,580,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $78,576,000 | 136 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,064,073,000 | 23 |
| Other retirement accounts, non-managed assets | $2,381,000 | 256 |
| 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 | $2,032,547,000 | 18 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $57,844,935,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $43,980,179,000 | 30 |
| Managed Assets ($) | $36,191,848,000 | 19 |
| Personal trust and agency accounts, managed assets | $19,380,159,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,753,632,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $3,188,380,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $1,264,243,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $8,254,922,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,350,512,000 | 14 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,788,331,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $1,665,270,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $113,087,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,966,454,000 | 24 |
| Other retirement accounts, non-managed assets | $3,032,000 | 251 |
| 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 | $2,040,488,000 | 18 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $56,339,349,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $43,527,751,000 | 29 |
| Managed Assets ($) | $35,520,217,000 | 22 |
| Personal trust and agency accounts, managed assets | $18,802,922,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,672,907,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $3,110,046,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,217,861,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $8,148,658,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,567,823,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,007,534,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $1,915,935,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $116,548,000 | 116 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,066,582,000 | 25 |
| Other retirement accounts, non-managed assets | $1,985,000 | 272 |
| 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 | $1,906,484,000 | 18 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $54,291,290,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $42,515,439,000 | 30 |
| Managed Assets ($) | $35,150,319,000 | 22 |
| Personal trust and agency accounts, managed assets | $18,892,609,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,735,596,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $3,097,055,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,160,753,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $7,720,041,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,544,265,000 | 15 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,365,120,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $1,626,186,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $115,236,000 | 110 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,650,386,000 | 25 |
| Other retirement accounts, non-managed assets | $4,043,000 | 416 |
| 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 | $1,969,269,000 | 17 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $55,258,982,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $41,373,898,000 | 29 |
| Managed Assets ($) | $34,528,904,000 | 21 |
| Personal trust and agency accounts, managed assets | $18,380,725,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,917,169,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,043,989,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,118,444,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $7,458,349,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,610,228,000 | 14 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,844,994,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $1,590,901,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $105,660,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,349,551,000 | 26 |
| Other retirement accounts, non-managed assets | $5,859,000 | 224 |
| 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 | $1,793,023,000 | 18 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $54,383,972,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $43,122,897,000 | 27 |
| Managed Assets ($) | $33,202,898,000 | 20 |
| Personal trust and agency accounts, managed assets | $14,259,496,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,848,010,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,017,053,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,039,886,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $5,810,849,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,227,604,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,919,999,000 | 43 |
| Personal trust and agency accounts, non-managed assets | $1,299,969,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $108,696,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,246,671,000 | 27 |
| Other retirement accounts, non-managed assets | $139,019,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,125,644,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $52,579,193,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $44,479,754,000 | 27 |
| Managed Assets ($) | $33,928,925,000 | 20 |
| Personal trust and agency accounts, managed assets | $14,159,520,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,339,425,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,104,155,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,046,771,000 | 18 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $5,634,862,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $7,644,192,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,550,829,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $1,617,681,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $115,332,000 | 115 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,322,662,000 | 26 |
| Other retirement accounts, non-managed assets | $140,656,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,354,498,000 | 13 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $54,720,214,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $46,486,695,000 | 27 |
| Managed Assets ($) | $32,566,894,000 | 21 |
| Personal trust and agency accounts, managed assets | $13,892,491,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,452,157,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,530,186,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $998,161,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $5,344,889,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,349,010,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,919,801,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $1,636,864,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $166,207,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,395,064,000 | 20 |
| Other retirement accounts, non-managed assets | $315,800,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $5,405,866,000 | 12 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $49,980,444,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $67,308,509,000 | 22 |
| Managed Assets ($) | $32,824,743,000 | 21 |
| Personal trust and agency accounts, managed assets | $14,108,069,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,432,211,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,277,824,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $1,001,647,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $5,394,949,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,610,043,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,483,766,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,584,737,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $153,769,000 | 100 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,003,143,000 | 19 |
| Other retirement accounts, non-managed assets | $308,208,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $25,433,909,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $28,958,690,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Personal trust and agency accounts, managed assets | $0 | 423 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
| Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $0 | 429 |
| Personal trust and agency accounts, non-managed assets | $0 | 350 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
| Other retirement accounts, non-managed assets | $0 | 334 |
| 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 | $0 | 414 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $67,111,625,000 | 23 |
| Managed Assets ($) | $32,520,292,000 | 22 |
| Personal trust and agency accounts, managed assets | $14,015,475,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,492,105,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,324,618,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $976,048,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $5,132,927,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,579,119,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,591,333,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,591,008,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $174,219,000 | 90 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,381,976,000 | 19 |
| Other retirement accounts, non-managed assets | $333,997,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| 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 | $25,110,133,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $28,054,627,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $67,590,209,000 | 23 |
| Managed Assets ($) | $32,365,651,000 | 22 |
| Personal trust and agency accounts, managed assets | $14,336,367,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,243,006,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $3,150,543,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $999,199,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $5,139,022,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $6,497,514,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,224,558,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,571,077,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $174,108,000 | 95 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,435,033,000 | 20 |
| Other retirement accounts, non-managed assets | $339,611,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| 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 | $25,704,729,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,422,660,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $59,039,749,000 | 26 |
| Managed Assets ($) | $28,967,066,000 | 22 |
| Personal trust and agency accounts, managed assets | $13,874,564,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,159,476,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $2,883,066,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $928,957,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $4,553,810,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,567,193,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,072,683,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,510,244,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $360,502,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,726,621,000 | 21 |
| Other retirement accounts, non-managed assets | $314,385,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| 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 | $22,160,931,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,992,830,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $60,926,830,000 | 25 |
| Managed Assets ($) | $29,208,241,000 | 21 |
| Personal trust and agency accounts, managed assets | $13,852,895,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,197,054,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $3,014,499,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $956,092,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $4,541,720,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,645,981,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,718,589,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $1,506,715,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $358,558,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,022,456,000 | 20 |
| Other retirement accounts, non-managed assets | $645,739,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $23,185,121,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $18,420,483,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $59,081,664,000 | 26 |
| Managed Assets ($) | $29,330,116,000 | 21 |
| Personal trust and agency accounts, managed assets | $13,891,522,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,181,609,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $2,879,113,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $966,794,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $4,740,462,000 | 34 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,670,616,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,751,548,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,472,968,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $404,269,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,274,544,000 | 20 |
| Other retirement accounts, non-managed assets | $628,920,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| 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 | $20,970,847,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $15,042,544,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $60,320,572,000 | 26 |
| Managed Assets ($) | $29,242,897,000 | 21 |
| Personal trust and agency accounts, managed assets | $13,995,073,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,035,988,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $2,719,398,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $967,610,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $4,896,840,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,627,988,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $31,077,675,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,530,526,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $543,158,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,211,704,000 | 20 |
| Other retirement accounts, non-managed assets | $4,421,739,000 | 10 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| 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 | $18,370,548,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $15,386,247,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $56,119,164,000 | 25 |
| Managed Assets ($) | $27,759,792,000 | 21 |
| Personal trust and agency accounts, managed assets | $13,239,842,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $977,793,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $2,490,402,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $973,429,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $5,713,998,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,364,328,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,359,372,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $1,461,177,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $564,911,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,907,219,000 | 20 |
| Other retirement accounts, non-managed assets | $3,317,995,000 | 11 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| 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 | $17,108,070,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $15,471,119,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $56,617,446,000 | 25 |
| Managed Assets ($) | $27,883,385,000 | 22 |
| Personal trust and agency accounts, managed assets | $13,370,912,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $940,119,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $2,476,368,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $1,016,103,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $5,712,752,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,367,131,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $28,734,061,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,445,284,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $560,582,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,854,470,000 | 20 |
| Other retirement accounts, non-managed assets | $3,645,672,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| 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 | $17,228,053,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $14,732,066,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $52,939,603,000 | 25 |
| Managed Assets ($) | $26,619,886,000 | 20 |
| Personal trust and agency accounts, managed assets | $12,603,912,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $913,778,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $2,236,629,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $1,038,042,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $5,746,339,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,081,186,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,319,717,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $1,381,713,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $573,645,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,448,264,000 | 20 |
| Other retirement accounts, non-managed assets | $2,280,778,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| 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 | $16,635,317,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $14,012,155,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $58,651,428,000 | 23 |
| Managed Assets ($) | $27,931,216,000 | 20 |
| Personal trust and agency accounts, managed assets | $13,136,918,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,140,366,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $2,173,978,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $997,451,000 | 20 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $6,241,073,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $4,241,430,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,720,212,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,408,371,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,295,049,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,553,852,000 | 21 |
| Other retirement accounts, non-managed assets | $562,049,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $16,900,891,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $14,460,651,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $75,199,808,000 | 19 |
| Managed Assets ($) | $31,040,974,000 | 21 |
| Personal trust and agency accounts, managed assets | $15,017,075,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,333,380,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $2,712,111,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $1,300,493,000 | 17 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $4,855,066,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $5,822,849,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,158,834,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $1,550,539,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,660,754,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,244,695,000 | 19 |
| Other retirement accounts, non-managed assets | $2,060,181,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| 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 | $24,642,665,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $8,880,232,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
