Home > Northern Trust > Total Fiduciary and Related Assets
Northern Trust, Total Fiduciary and Related Assets
| 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 | $55,130,089,000 | 18 |
| Managed Assets ($) | $53,304,336,000 | 9 |
| Personal trust and agency accounts, managed assets | $14,737,934,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $562,189,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $547,154,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $3,442,493,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $31,707,601,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $2,253,935,000 | 11 |
| Other fiduciary accounts, managed assets | $53,030,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,323,269,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,825,753,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $336,913,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,558,000 | 229 |
| Employee benefit-defined benefit accounts, non-managed Assets | $869,180,000 | 31 |
| Other retirement accounts, non-managed assets | $177,620,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $432,041,000 | 10 |
| Other fiduciary accounts, non-managed assets | $5,441,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,656,700,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $169,761,000 | 34 |
| 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 | $64,151,937,000 | 17 |
| Managed Assets ($) | $56,783,209,000 | 9 |
| Personal trust and agency accounts, managed assets | $16,236,145,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $640,768,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $744,232,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $3,746,180,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $32,714,070,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $2,541,426,000 | 10 |
| Other fiduciary accounts, managed assets | $160,388,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,599,224,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $7,368,728,000 | 42 |
| Personal trust and agency accounts, non-managed assets | $869,459,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $225,113,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,389,451,000 | 29 |
| Other retirement accounts, non-managed assets | $291,892,000 | 37 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,160,666,000 | 2 |
| Other fiduciary accounts, non-managed assets | $432,147,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,466,302,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $179,706,000 | 33 |
| 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 | $62,160,920,000 | 17 |
| Managed Assets ($) | $55,206,863,000 | 10 |
| Personal trust and agency accounts, managed assets | $16,179,468,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $528,487,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $726,304,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $3,692,480,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $31,510,711,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $2,483,827,000 | 10 |
| Other fiduciary accounts, managed assets | $85,586,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,542,598,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,954,057,000 | 41 |
| Personal trust and agency accounts, non-managed assets | $406,039,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $225,016,000 | 87 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,366,647,000 | 28 |
| Other retirement accounts, non-managed assets | $294,122,000 | 36 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,183,118,000 | 2 |
| Other fiduciary accounts, non-managed assets | $479,115,000 | 18 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,011,334,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $183,911,000 | 34 |
| 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 | $60,034,932,000 | 17 |
| Managed Assets ($) | $53,434,045,000 | 10 |
| Personal trust and agency accounts, managed assets | $14,559,630,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $506,895,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $678,986,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $3,698,556,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $31,889,967,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $2,011,080,000 | 10 |
| Other fiduciary accounts, managed assets | $88,931,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,598,312,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $18,261,591,000 | 3 |
| Non-managed Assets ($) | $6,600,887,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $751,088,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $246,085,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,293,160,000 | 28 |
| Other retirement accounts, non-managed assets | $529,524,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,610,922,000 | 2 |
| Other fiduciary accounts, non-managed assets | $170,108,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,833,041,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $415,027,000 | 24 |
| 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 | $57,888,031,000 | 17 |
| Managed Assets ($) | $51,521,048,000 | 11 |
| Personal trust and agency accounts, managed assets | $14,135,950,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $480,656,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $591,955,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $3,543,880,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $30,819,062,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $1,891,053,000 | 9 |
| Other fiduciary accounts, managed assets | $58,492,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $3,440,730,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $6,366,983,000 | 40 |
| Personal trust and agency accounts, non-managed assets | $726,878,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $206,707,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,249,396,000 | 28 |
| Other retirement accounts, non-managed assets | $502,133,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,504,757,000 | 2 |
| Other fiduciary accounts, non-managed assets | $177,112,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,560,370,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $390,320,000 | 23 |
| 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 | $51,625,981,000 | 21 |
| Managed Assets ($) | $48,464,977,000 | 10 |
| Personal trust and agency accounts, managed assets | $13,821,764,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $447,493,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $457,464,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $3,188,930,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $29,774,374,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $36,127,000 | 108 |
| Other fiduciary accounts, managed assets | $738,825,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $3,083,122,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,161,004,000 | 50 |
| Personal trust and agency accounts, non-managed assets | $1,082,212,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $182,973,000 | 86 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,135,258,000 | 28 |
| Other retirement accounts, non-managed assets | $494,937,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $71,810,000 | 25 |
| Other fiduciary accounts, non-managed assets | $193,814,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,836,659,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $373,947,000 | 22 |
| 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 | $53,269,286,000 | 20 |
| Managed Assets ($) | $50,468,183,000 | 10 |
| Personal trust and agency accounts, managed assets | $13,881,902,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $600,923,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $596,997,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $3,329,157,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $30,235,852,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | $1,646,934,000 | 11 |
| Other fiduciary accounts, managed assets | $176,418,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $3,198,952,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,801,103,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $683,460,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $94,902,000 | 114 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,086,277,000 | 29 |
| Other retirement accounts, non-managed assets | $442,919,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $493,455,000 | 10 |
| Other fiduciary accounts, non-managed assets | $90,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,464,431,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $352,952,000 | 22 |
| 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 | $53,250,613,000 | 20 |
| Managed Assets ($) | $50,189,014,000 | 11 |
| Personal trust and agency accounts, managed assets | $14,858,032,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $625,699,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $556,891,000 | 26 |
| Other employee benefit and retirement-related accounts, managed assets | $3,226,432,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $29,104,028,000 | 6 |
| Foundation and endowment trust and agency accounts, managed assets | $1,640,243,000 | 12 |
| Other fiduciary accounts, managed assets | $177,689,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $3,099,159,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $13,848,752,000 | 4 |
| Non-managed Assets ($) | $3,061,599,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $967,161,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $93,628,000 | 117 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,035,233,000 | 29 |
| Other retirement accounts, non-managed assets | $337,979,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $499,656,000 | 11 |
| Other fiduciary accounts, non-managed assets | $127,942,000 | 28 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,255,115,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $339,935,000 | 25 |
| 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 | $49,764,354,000 | 24 |
| Managed Assets ($) | $46,714,082,000 | 12 |
| Personal trust and agency accounts, managed assets | $13,882,842,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $457,327,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $503,555,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $2,984,350,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $28,146,890,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $739,118,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,050,272,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $1,257,470,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $212,516,000 | 79 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,010,125,000 | 31 |
| Other retirement accounts, non-managed assets | $339,264,000 | 31 |
| 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 | $230,897,000 | 29 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,820,161,000 | 41 |
| 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 | $46,838,352,000 | 25 |
| Managed Assets ($) | $43,562,634,000 | 13 |
| Personal trust and agency accounts, managed assets | $12,954,489,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $411,144,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $439,836,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $2,776,599,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $26,305,397,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $675,169,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,275,718,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $1,637,169,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $240,360,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $908,542,000 | 30 |
| Other retirement accounts, non-managed assets | $326,502,000 | 31 |
| 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 | $163,145,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,992,337,000 | 43 |
| 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 | $43,999,253,000 | 25 |
| Managed Assets ($) | $40,769,811,000 | 14 |
| Personal trust and agency accounts, managed assets | $12,087,629,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $386,329,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $425,850,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $2,539,704,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $24,828,285,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $502,014,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,229,442,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $1,489,696,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $207,099,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,024,856,000 | 27 |
| Other retirement accounts, non-managed assets | $318,095,000 | 32 |
| 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 | $189,696,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,379,801,000 | 47 |
| 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 | $46,165,526,000 | 25 |
| Managed Assets ($) | $43,066,357,000 | 12 |
| Personal trust and agency accounts, managed assets | $12,716,616,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $447,892,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $429,350,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $2,624,835,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $26,200,899,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $646,765,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,099,169,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $1,549,242,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $20,232,000 | 219 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,102,747,000 | 31 |
| Other retirement accounts, non-managed assets | $330,027,000 | 33 |
| 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 | $96,921,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,589,312,000 | 46 |
| 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 | $51,254,181,000 | 24 |
| Managed Assets ($) | $47,172,146,000 | 13 |
| Personal trust and agency accounts, managed assets | $13,926,071,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $485,810,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $508,174,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $2,973,066,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $28,425,006,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $854,019,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,082,035,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $2,100,112,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $255,101,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,248,374,000 | 30 |
| Other retirement accounts, non-managed assets | $364,198,000 | 32 |
| 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 | $114,250,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,660,335,000 | 49 |
| 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 | $53,965,037,000 | 26 |
| Managed Assets ($) | $49,371,678,000 | 13 |
| Personal trust and agency accounts, managed assets | $14,706,019,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $507,570,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $503,642,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $3,200,469,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $29,533,946,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $920,032,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,593,359,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $2,199,216,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $370,791,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,499,129,000 | 31 |
| Other retirement accounts, non-managed assets | $373,403,000 | 34 |
| 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 | $150,820,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,769,877,000 | 53 |
| 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 | $54,473,918,000 | 25 |
| Managed Assets ($) | $49,903,196,000 | 14 |
| Personal trust and agency accounts, managed assets | $15,587,211,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $521,203,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $516,801,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $3,172,950,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $29,536,966,000 | 7 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $568,065,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,570,722,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $2,148,573,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $377,569,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,447,391,000 | 31 |
| Other retirement accounts, non-managed assets | $381,047,000 | 32 |
| 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 | $216,142,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,895,301,000 | 52 |
| 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 | $56,548,934,000 | 25 |
| Managed Assets ($) | $51,861,857,000 | 13 |
| Personal trust and agency accounts, managed assets | $16,278,016,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $584,923,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $517,456,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $3,300,212,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $30,626,945,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $554,305,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,687,077,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $2,227,619,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $394,651,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,476,628,000 | 33 |
| Other retirement accounts, non-managed assets | $418,499,000 | 32 |
| 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 | $169,680,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,329,719,000 | 51 |
| 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 | $57,222,618,000 | 26 |
| Managed Assets ($) | $52,370,500,000 | 14 |
| Personal trust and agency accounts, managed assets | $17,014,263,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $617,039,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $515,067,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $3,364,830,000 | 10 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $30,428,142,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $431,159,000 | 25 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,852,118,000 | 52 |
| Personal trust and agency accounts, non-managed assets | $2,232,846,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $441,026,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,500,720,000 | 31 |
| Other retirement accounts, non-managed assets | $406,301,000 | 35 |
| 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 | $271,225,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,260,520,000 | 51 |
| 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 | $56,597,465,000 | 25 |
| Managed Assets ($) | $51,405,425,000 | 13 |
| Personal trust and agency accounts, managed assets | $16,655,376,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $602,986,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $473,437,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $3,299,789,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $29,756,368,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $617,469,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,192,040,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $2,341,225,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $580,084,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,578,411,000 | 33 |
| Other retirement accounts, non-managed assets | $398,757,000 | 36 |
| 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 | $293,563,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,374,099,000 | 51 |
| 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 | $53,788,656,000 | 25 |
| Managed Assets ($) | $48,958,518,000 | 16 |
| Personal trust and agency accounts, managed assets | $15,961,419,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $572,119,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $456,862,000 | 36 |
| Other employee benefit and retirement-related accounts, managed assets | $3,190,042,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $28,237,006,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $541,070,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,830,138,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $1,933,432,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $737,426,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,501,991,000 | 33 |
| Other retirement accounts, non-managed assets | $380,870,000 | 36 |
| 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 | $276,419,000 | 30 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,139,981,000 | 51 |
| 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 | $52,210,665,000 | 25 |
| Managed Assets ($) | $47,938,704,000 | 16 |
| Personal trust and agency accounts, managed assets | $15,184,635,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $570,341,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $491,127,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $3,158,854,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $27,958,255,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $575,492,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,271,961,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $1,455,542,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $719,411,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,495,038,000 | 33 |
| Other retirement accounts, non-managed assets | $373,279,000 | 35 |
| 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 | $228,691,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,194,147,000 | 52 |
| 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 | $31,555,289,000 | 34 |
| Managed Assets ($) | $30,141,459,000 | 23 |
| Personal trust and agency accounts, managed assets | $9,335,004,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $402,078,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $286,976,000 | 48 |
| Other employee benefit and retirement-related accounts, managed assets | $2,263,459,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $17,699,623,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $154,319,000 | 30 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,413,830,000 | 92 |
| Personal trust and agency accounts, non-managed assets | $640,455,000 | 39 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $61,397,000 | 150 |
| Employee benefit-defined benefit accounts, non-managed Assets | $326,504,000 | 53 |
| Other retirement accounts, non-managed assets | $219,143,000 | 43 |
| 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 | $166,331,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,325,926,000 | 61 |
| 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 | $26,887,742,000 | 35 |
| Managed Assets ($) | $25,798,663,000 | 21 |
| Personal trust and agency accounts, managed assets | $8,356,904,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $357,161,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $218,758,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $2,010,607,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $14,782,666,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $72,567,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,089,079,000 | 108 |
| Personal trust and agency accounts, non-managed assets | $459,789,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $63,375,000 | 148 |
| Employee benefit-defined benefit accounts, non-managed Assets | $300,833,000 | 58 |
| Other retirement accounts, non-managed assets | $174,476,000 | 50 |
| 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 | $90,606,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,801,973,000 | 67 |
| 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 | $27,101,632,000 | 35 |
| Managed Assets ($) | $26,058,052,000 | 21 |
| Personal trust and agency accounts, managed assets | $8,624,423,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $378,055,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $219,822,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $2,345,615,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $14,432,590,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $57,547,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $360,791,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,043,580,000 | 109 |
| Personal trust and agency accounts, non-managed assets | $463,068,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,405,000 | 144 |
| Employee benefit-defined benefit accounts, non-managed Assets | $277,913,000 | 58 |
| Other retirement accounts, non-managed assets | $208,503,000 | 48 |
| 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 | $25,691,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,032,460,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,877,000 | 13 |
| 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 | $26,227,757,000 | 36 |
| Managed Assets ($) | $24,996,538,000 | 23 |
| Personal trust and agency accounts, managed assets | $8,151,410,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $356,519,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $208,566,000 | 57 |
| Other employee benefit and retirement-related accounts, managed assets | $4,460,006,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $11,779,077,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,960,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $357,318,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,231,219,000 | 103 |
| Personal trust and agency accounts, non-managed assets | $457,614,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,881,000 | 151 |
| Employee benefit-defined benefit accounts, non-managed Assets | $178,648,000 | 69 |
| Other retirement accounts, non-managed assets | $518,038,000 | 30 |
| 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 | $11,038,000 | 78 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,536,390,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,461,000 | 13 |
| 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 | $26,165,498,000 | 36 |
| Managed Assets ($) | $25,307,685,000 | 23 |
| Personal trust and agency accounts, managed assets | $8,651,550,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $389,728,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $221,183,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $2,031,256,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $13,973,212,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,756,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $367,565,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $857,813,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $461,402,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $65,394,000 | 140 |
| Employee benefit-defined benefit accounts, non-managed Assets | $153,692,000 | 72 |
| Other retirement accounts, non-managed assets | $172,657,000 | 48 |
| 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 | $4,668,000 | 76 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,439,019,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,734,000 | 12 |
| 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 | $25,935,453,000 | 35 |
| Managed Assets ($) | $25,038,251,000 | 22 |
| Personal trust and agency accounts, managed assets | $8,410,986,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $388,087,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $203,300,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $1,986,148,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $14,009,499,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,231,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $375,993,000 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $897,202,000 | 110 |
| Personal trust and agency accounts, non-managed assets | $469,655,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $64,394,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $201,576,000 | 61 |
| Other retirement accounts, non-managed assets | $157,691,000 | 47 |
| 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 | $3,886,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,120,841,000 | 64 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,723,000 | 13 |
| 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 | $25,281,720,000 | 38 |
| Managed Assets ($) | $24,411,277,000 | 24 |
| Personal trust and agency accounts, managed assets | $8,074,357,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $382,287,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $197,924,000 | 58 |
| Other employee benefit and retirement-related accounts, managed assets | $2,260,161,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $13,456,692,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $39,856,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $393,395,000 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $870,443,000 | 117 |
| Personal trust and agency accounts, non-managed assets | $434,990,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $68,266,000 | 135 |
| Employee benefit-defined benefit accounts, non-managed Assets | $189,825,000 | 68 |
| Other retirement accounts, non-managed assets | $177,362,000 | 50 |
| 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 | $0 | 131 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,001,556,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,561,000 | 14 |
| 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 | $25,543,024,000 | 39 |
| Managed Assets ($) | $24,727,991,000 | 23 |
| Personal trust and agency accounts, managed assets | $8,276,881,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $337,576,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $188,764,000 | 61 |
| Other employee benefit and retirement-related accounts, managed assets | $5,130,160,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $10,759,376,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $35,234,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $396,130,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $815,033,000 | 122 |
| Personal trust and agency accounts, non-managed assets | $238,841,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,326,000 | 232 |
| Employee benefit-defined benefit accounts, non-managed Assets | $198,190,000 | 66 |
| Other retirement accounts, non-managed assets | $352,676,000 | 40 |
| 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 | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,534,079,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,009,000 | 15 |
| 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 | $23,848,136,000 | 41 |
| Managed Assets ($) | $23,366,178,000 | 23 |
| Personal trust and agency accounts, managed assets | $8,268,537,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $352,779,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $133,149,000 | 67 |
| Other employee benefit and retirement-related accounts, managed assets | $1,971,413,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $12,606,221,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $34,079,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $384,502,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $481,958,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $216,594,000 | 70 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $23,686,000 | 204 |
| Employee benefit-defined benefit accounts, non-managed Assets | $133,575,000 | 78 |
| Other retirement accounts, non-managed assets | $108,103,000 | 57 |
| 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 | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,726,401,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $6,054,000 | 15 |
| 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 | $23,936,940,000 | 41 |
| Managed Assets ($) | $23,443,857,000 | 23 |
| Personal trust and agency accounts, managed assets | $8,075,112,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,191,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $137,870,000 | 66 |
| Other employee benefit and retirement-related accounts, managed assets | $1,972,288,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $12,707,672,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $323,724,000 | 28 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $331,115,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $493,083,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $243,550,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $25,105,000 | 202 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,997,000 | 76 |
| Other retirement accounts, non-managed assets | $95,431,000 | 65 |
| 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 | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,684,180,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $70,141,000 | 15 |
| 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 | $23,278,173,000 | 41 |
| Managed Assets ($) | $22,972,839,000 | 23 |
| Personal trust and agency accounts, managed assets | $7,972,570,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $3,206,000 | 295 |
| Employee benefit-defined benefit accounts, managed assets | $345,000 | 242 |
| Other employee benefit and retirement-related accounts, managed assets | $1,933,566,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $13,063,152,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $384,139,000 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $305,334,000 | 165 |
| Personal trust and agency accounts, non-managed assets | $177,479,000 | 77 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,741,000 | 160 |
| Other retirement accounts, non-managed assets | $125,114,000 | 59 |
| 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 | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,838,836,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,687,000 | 16 |
| 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 | $23,804,188,000 | 41 |
| Managed Assets ($) | $23,420,230,000 | 23 |
| Personal trust and agency accounts, managed assets | $9,342,638,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $187,198,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $30,053,000 | 125 |
| Other employee benefit and retirement-related accounts, managed assets | $1,929,231,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $11,931,110,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $362,151,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $383,958,000 | 155 |
| Personal trust and agency accounts, non-managed assets | $254,796,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,571,000 | 560 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,711,000 | 189 |
| Other retirement accounts, non-managed assets | $122,880,000 | 62 |
| 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 | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,457,017,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,389,000 | 15 |
| 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 | $22,563,110,000 | 41 |
| Managed Assets ($) | $22,198,088,000 | 23 |
| Personal trust and agency accounts, managed assets | $7,486,786,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,877,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $97,586,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $1,853,702,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $12,551,137,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $351,938,000 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $365,022,000 | 162 |
| Personal trust and agency accounts, non-managed assets | $199,040,000 | 73 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,693,000 | 317 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,697,000 | 113 |
| Other retirement accounts, non-managed assets | $123,592,000 | 62 |
| 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 | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,521,237,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,605,000 | 15 |
| 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 | $22,413,381,000 | 42 |
| Managed Assets ($) | $22,042,246,000 | 23 |
| Personal trust and agency accounts, managed assets | $7,510,480,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $263,391,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $110,297,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $1,835,100,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $12,322,978,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $364,549,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $371,135,000 | 163 |
| Personal trust and agency accounts, non-managed assets | $193,262,000 | 74 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,224,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $39,276,000 | 114 |
| Other retirement accounts, non-managed assets | $123,373,000 | 65 |
| 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 | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,485,545,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,360,000 | 15 |
| 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 | $21,370,146,000 | 41 |
| Managed Assets ($) | $21,024,301,000 | 22 |
| Personal trust and agency accounts, managed assets | $7,241,579,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $264,131,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $102,055,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $1,729,264,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $11,687,272,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $356,933,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $345,845,000 | 171 |
| Personal trust and agency accounts, non-managed assets | $175,748,000 | 78 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,913,000 | 240 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,538,000 | 117 |
| Other retirement accounts, non-managed assets | $117,646,000 | 68 |
| 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 | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,131,736,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $7,086,000 | 15 |
| 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 | $22,032,169,000 | 40 |
| Managed Assets ($) | $21,575,777,000 | 23 |
| Personal trust and agency accounts, managed assets | $8,414,872,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $273,832,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $99,731,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $1,740,490,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $11,046,852,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $387,815,000 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $456,392,000 | 157 |
| Personal trust and agency accounts, non-managed assets | $280,231,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $15,974,000 | 283 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,726,000 | 117 |
| Other retirement accounts, non-managed assets | $123,461,000 | 64 |
| 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 | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,853,167,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $8,085,000 | 16 |
| 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 | $25,803,455,000 | 40 |
| Managed Assets ($) | $25,160,576,000 | 24 |
| Personal trust and agency accounts, managed assets | $9,714,207,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $341,982,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $120,062,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $2,042,081,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $12,942,244,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $501,263,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $642,879,000 | 129 |
| Personal trust and agency accounts, non-managed assets | $442,717,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,376,000 | 553 |
| Employee benefit-defined benefit accounts, non-managed Assets | $32,044,000 | 118 |
| Other retirement accounts, non-managed assets | $166,742,000 | 64 |
| 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 | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,931,725,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,364,000 | 15 |
| 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 |