Home > SunTrust Bank > Total Fiduciary and Related Assets
SunTrust Bank, Total Fiduciary and Related Assets
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $74,386,254,000 | 22 |
| Managed Assets ($) | $45,331,814,000 | 16 |
| Personal trust and agency accounts, managed assets | $14,215,251,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $762,352,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $867,118,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $2,156,497,000 | 20 |
| Corporate trust and agency accounts, managed assets | $606,567,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $16,012,202,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $10,711,827,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,265,016,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $29,054,440,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $720,057,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,828,836,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,446,068,000 | 13 |
| Other retirement accounts, non-managed assets | $1,118,898,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $7,034,895,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $524,978,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $380,708,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,217,307,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $92,789,000 | 52 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $73,489,786,000 | 19 |
| Managed Assets ($) | $45,565,904,000 | 14 |
| Personal trust and agency accounts, managed assets | $14,388,682,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $732,787,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $846,133,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $2,200,845,000 | 18 |
| Corporate trust and agency accounts, managed assets | $589,524,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $16,171,264,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $10,636,669,000 | 8 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,287,992,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,923,882,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $671,937,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,598,690,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,284,582,000 | 13 |
| Other retirement accounts, non-managed assets | $1,145,901,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $6,304,810,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $512,165,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $405,797,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,161,007,000 | 28 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $90,979,000 | 54 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $73,521,513,000 | 18 |
| Managed Assets ($) | $45,850,383,000 | 14 |
| Personal trust and agency accounts, managed assets | $14,342,954,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $707,366,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $842,714,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $2,096,680,000 | 18 |
| Corporate trust and agency accounts, managed assets | $585,874,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $16,883,311,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $10,391,484,000 | 8 |
| Other fiduciary accounts, managed assets | $0 | 130 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,241,916,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,671,130,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $650,215,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,644,937,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,952,189,000 | 13 |
| Other retirement accounts, non-managed assets | $1,118,880,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $6,328,793,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $543,742,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $432,374,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,487,424,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $89,773,000 | 52 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $68,901,954,000 | 18 |
| Managed Assets ($) | $42,682,088,000 | 14 |
| Personal trust and agency accounts, managed assets | $13,622,247,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $676,380,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $778,498,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $1,948,534,000 | 18 |
| Corporate trust and agency accounts, managed assets | $528,801,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $15,739,140,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $9,388,488,000 | 8 |
| Other fiduciary accounts, managed assets | $0 | 224 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,153,915,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $26,219,866,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $646,851,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,474,904,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,460,693,000 | 13 |
| Other retirement accounts, non-managed assets | $1,010,533,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $5,696,530,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $523,519,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $406,836,000 | 18 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $53,660,319,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $86,113,000 | 52 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $72,358,140,000 | 19 |
| Managed Assets ($) | $45,401,627,000 | 14 |
| Personal trust and agency accounts, managed assets | $15,196,019,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $676,100,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $943,889,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $2,072,461,000 | 18 |
| Corporate trust and agency accounts, managed assets | $542,373,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $16,281,145,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $9,689,640,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,272,697,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,956,513,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $587,916,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,343,380,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,186,708,000 | 13 |
| Other retirement accounts, non-managed assets | $1,003,431,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $4,862,316,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $556,250,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $416,512,000 | 15 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,048,817,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $97,955,000 | 48 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $73,694,781,000 | 19 |
| Managed Assets ($) | $43,508,306,000 | 14 |
| Personal trust and agency accounts, managed assets | $14,389,512,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $601,099,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $968,440,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $2,015,605,000 | 18 |
| Corporate trust and agency accounts, managed assets | $546,424,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $15,852,502,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $9,134,724,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,234,028,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $30,186,475,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $585,158,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,086,499,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,893,832,000 | 13 |
| Other retirement accounts, non-managed assets | $953,394,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $6,708,392,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $550,694,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $408,506,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,554,373,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $100,855,000 | 46 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $70,784,658,000 | 19 |
| Managed Assets ($) | $43,213,316,000 | 14 |
| Personal trust and agency accounts, managed assets | $14,602,363,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $594,336,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $956,805,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $2,040,570,000 | 18 |
| Corporate trust and agency accounts, managed assets | $489,004,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $15,450,813,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $9,079,425,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,212,498,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,571,342,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $610,939,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,983,567,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $12,083,481,000 | 13 |
| Other retirement accounts, non-managed assets | $890,229,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $4,258,718,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $272,942,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $471,466,000 | 15 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,380,430,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $108,595,000 | 46 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $67,421,014,000 | 20 |
| Managed Assets ($) | $38,904,744,000 | 14 |
| Personal trust and agency accounts, managed assets | $15,010,613,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $570,163,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $968,728,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $1,901,690,000 | 19 |
| Corporate trust and agency accounts, managed assets | $496,664,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $11,191,026,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $8,765,860,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 221 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,141,546,000 | 23 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $28,516,270,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,578,484,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,159,079,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,822,418,000 | 13 |
| Other retirement accounts, non-managed assets | $1,010,891,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $4,088,268,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $377,672,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $479,458,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,025,185,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $197,483,000 | 35 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $65,774,242,000 | 20 |
| Managed Assets ($) | $37,854,007,000 | 14 |
| Personal trust and agency accounts, managed assets | $15,263,177,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $559,125,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $923,401,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $1,858,992,000 | 19 |
| Corporate trust and agency accounts, managed assets | $475,631,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $10,569,612,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $8,204,069,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,095,964,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,920,235,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $1,545,866,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,812,078,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $11,067,430,000 | 13 |
| Other retirement accounts, non-managed assets | $968,711,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $4,692,407,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $368,579,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $465,164,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,415,288,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $204,264,000 | 32 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $64,213,636,000 | 20 |
| Managed Assets ($) | $37,242,551,000 | 14 |
| Personal trust and agency accounts, managed assets | $15,605,931,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $507,616,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $896,579,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $1,770,084,000 | 19 |
| Corporate trust and agency accounts, managed assets | $399,496,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $10,262,545,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $7,800,300,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,069,526,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,971,085,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,089,955,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,559,803,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,759,326,000 | 13 |
| Other retirement accounts, non-managed assets | $913,837,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $3,903,429,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $361,734,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $383,001,000 | 17 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,554,677,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $202,796,000 | 34 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $63,459,040,000 | 20 |
| Managed Assets ($) | $36,817,454,000 | 14 |
| Personal trust and agency accounts, managed assets | $15,418,720,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $382,135,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $892,523,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $1,750,137,000 | 19 |
| Corporate trust and agency accounts, managed assets | $369,642,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $10,082,938,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $7,921,359,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 121 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,061,098,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $26,641,586,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,074,355,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,337,502,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,511,854,000 | 13 |
| Other retirement accounts, non-managed assets | $911,182,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $4,077,379,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $350,044,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $379,270,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,701,698,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $201,516,000 | 32 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $62,322,899,000 | 19 |
| Managed Assets ($) | $35,942,363,000 | 14 |
| Personal trust and agency accounts, managed assets | $15,153,334,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $350,985,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $954,019,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $1,640,437,000 | 19 |
| Corporate trust and agency accounts, managed assets | $364,477,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $9,765,642,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $7,713,469,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 214 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,048,647,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $26,380,536,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,045,694,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,224,181,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,116,021,000 | 13 |
| Other retirement accounts, non-managed assets | $864,409,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $4,370,021,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $386,048,000 | 17 |
| Foundation and endowment trust and agency accounts, non-managed assets | $374,162,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,928,205,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $180,359,000 | 38 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $64,228,074,000 | 18 |
| Managed Assets ($) | $36,360,725,000 | 14 |
| Personal trust and agency accounts, managed assets | $15,471,740,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $310,500,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $926,402,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $1,808,216,000 | 17 |
| Corporate trust and agency accounts, managed assets | $354,801,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $9,852,579,000 | 22 |
| Foundation and endowment trust and agency accounts, managed assets | $7,636,487,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,148,437,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $27,867,349,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,142,959,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,173,666,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,458,565,000 | 13 |
| Other retirement accounts, non-managed assets | $787,715,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $5,502,048,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $391,946,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $410,450,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,214,385,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $109,174,000 | 43 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $61,204,126,000 | 18 |
| Managed Assets ($) | $36,045,119,000 | 13 |
| Personal trust and agency accounts, managed assets | $15,490,487,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $279,909,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $913,338,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $1,798,284,000 | 17 |
| Corporate trust and agency accounts, managed assets | $338,786,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $9,677,389,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $7,546,926,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,121,773,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,159,007,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $2,068,235,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,936,726,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,840,413,000 | 13 |
| Other retirement accounts, non-managed assets | $744,207,000 | 22 |
| Corporate trust and agency accounts, non-managed assets | $3,720,886,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $402,719,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $445,821,000 | 15 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,769,990,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $121,201,000 | 43 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $61,034,539,000 | 18 |
| Managed Assets ($) | $36,020,496,000 | 13 |
| Personal trust and agency accounts, managed assets | $15,650,717,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $218,872,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $879,853,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $1,829,307,000 | 16 |
| Corporate trust and agency accounts, managed assets | $327,400,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $9,614,425,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | $7,499,922,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,111,834,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,014,043,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,115,201,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,889,766,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,451,295,000 | 13 |
| Other retirement accounts, non-managed assets | $689,616,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $4,057,719,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $404,332,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $406,114,000 | 15 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,654,328,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $121,597,000 | 45 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $60,270,354,000 | 18 |
| Managed Assets ($) | $36,816,560,000 | 12 |
| Personal trust and agency accounts, managed assets | $15,720,302,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,177,682,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $936,632,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,860,725,000 | 16 |
| Corporate trust and agency accounts, managed assets | $312,513,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $9,586,542,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $7,222,164,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 235 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,094,875,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $23,453,794,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,081,704,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,830,784,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,455,618,000 | 13 |
| Other retirement accounts, non-managed assets | $671,511,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $3,499,093,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $402,369,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $512,715,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,416,404,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $129,198,000 | 47 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $58,499,844,000 | 18 |
| Managed Assets ($) | $35,619,798,000 | 11 |
| Personal trust and agency accounts, managed assets | $15,348,402,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $744,904,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $944,275,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $1,849,915,000 | 16 |
| Corporate trust and agency accounts, managed assets | $307,602,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $10,008,029,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $6,416,671,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 129 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,099,519,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,880,046,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,049,160,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,889,582,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,224,716,000 | 14 |
| Other retirement accounts, non-managed assets | $490,882,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $3,273,804,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $424,828,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $527,074,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,887,250,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $132,823,000 | 45 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $61,890,104,000 | 18 |
| Managed Assets ($) | $37,284,389,000 | 11 |
| Personal trust and agency accounts, managed assets | $16,328,273,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $517,866,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $959,769,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,010,161,000 | 16 |
| Corporate trust and agency accounts, managed assets | $274,932,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $10,484,598,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $6,708,790,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 132 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,175,016,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,605,715,000 | 19 |
| Personal trust and agency accounts, non-managed assets | $2,220,330,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,708,879,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,849,703,000 | 13 |
| Other retirement accounts, non-managed assets | $458,549,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $3,295,771,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $465,752,000 | 14 |
| Foundation and endowment trust and agency accounts, non-managed assets | $606,731,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,971,444,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $134,378,000 | 44 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $63,142,907,000 | 19 |
| Managed Assets ($) | $37,864,629,000 | 11 |
| Personal trust and agency accounts, managed assets | $16,765,190,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $215,451,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $946,013,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $2,050,813,000 | 16 |
| Corporate trust and agency accounts, managed assets | $255,548,000 | 10 |
| Investment management and investment advisory agency accounts, managed assets | $10,576,609,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | $7,055,005,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 127 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,213,946,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $25,278,278,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $1,961,364,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,957,617,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,342,044,000 | 13 |
| Other retirement accounts, non-managed assets | $456,298,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $3,596,339,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $432,075,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $532,541,000 | 13 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,666,456,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $135,922,000 | 45 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $63,567,298,000 | 18 |
| Managed Assets ($) | $38,192,645,000 | 11 |
| Personal trust and agency accounts, managed assets | $17,304,302,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $177,323,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $1,034,560,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,254,769,000 | 16 |
| Corporate trust and agency accounts, managed assets | $209,141,000 | 11 |
| Investment management and investment advisory agency accounts, managed assets | $10,356,305,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | $6,856,245,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 232 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,220,762,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $25,374,653,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,881,333,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,782,336,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,049,799,000 | 13 |
| Other retirement accounts, non-managed assets | $444,269,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $3,952,899,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $714,717,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $549,300,000 | 14 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $58,848,509,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $141,982,000 | 48 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $62,321,885,000 | 18 |
| Managed Assets ($) | $38,225,354,000 | 11 |
| Personal trust and agency accounts, managed assets | $17,120,425,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $244,929,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $1,046,316,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $2,207,153,000 | 16 |
| Corporate trust and agency accounts, managed assets | $190,354,000 | 13 |
| Investment management and investment advisory agency accounts, managed assets | $10,974,998,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $6,441,179,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,236,559,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,096,531,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $1,934,521,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,512,773,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,026,600,000 | 13 |
| Other retirement accounts, non-managed assets | $427,783,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $3,098,442,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $558,872,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $537,540,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $57,163,637,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $140,862,000 | 47 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $63,946,741,000 | 18 |
| Managed Assets ($) | $39,848,529,000 | 11 |
| Personal trust and agency accounts, managed assets | $17,804,631,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,707,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $1,041,358,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $2,236,491,000 | 17 |
| Corporate trust and agency accounts, managed assets | $106,931,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $11,207,916,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $7,315,495,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 123 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,267,477,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,098,212,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $2,054,480,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,800,463,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,193,352,000 | 14 |
| Other retirement accounts, non-managed assets | $432,555,000 | 31 |
| Corporate trust and agency accounts, non-managed assets | $2,591,283,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $555,534,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $470,545,000 | 14 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $62,884,947,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $146,620,000 | 48 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $63,897,038,000 | 19 |
| Managed Assets ($) | $40,012,927,000 | 13 |
| Personal trust and agency accounts, managed assets | $17,576,777,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $126,746,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $957,738,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $2,245,536,000 | 18 |
| Corporate trust and agency accounts, managed assets | $99,016,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $11,621,171,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $7,385,943,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 124 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,237,944,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,884,111,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $1,981,032,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,693,353,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,115,290,000 | 15 |
| Other retirement accounts, non-managed assets | $438,572,000 | 30 |
| Corporate trust and agency accounts, non-managed assets | $2,658,297,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $574,545,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $423,022,000 | 15 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $64,405,708,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $144,533,000 | 48 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $62,836,463,000 | 19 |
| Managed Assets ($) | $38,929,285,000 | 13 |
| Personal trust and agency accounts, managed assets | $17,494,788,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,178,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $1,001,905,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $2,340,459,000 | 16 |
| Corporate trust and agency accounts, managed assets | $90,339,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $10,946,395,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $6,932,221,000 | 10 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,231,978,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $103,441,000 | 39 |
| Non-managed Assets ($) | $23,907,178,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $2,025,004,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,731,779,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,989,838,000 | 15 |
| Other retirement accounts, non-managed assets | $438,233,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $2,729,823,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $562,202,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $430,299,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,407,142,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $157,574,000 | 45 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $60,901,470,000 | 19 |
| Managed Assets ($) | $38,004,005,000 | 15 |
| Personal trust and agency accounts, managed assets | $17,246,660,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $140,185,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $909,059,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $2,191,475,000 | 16 |
| Corporate trust and agency accounts, managed assets | $83,078,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $10,790,796,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $6,642,752,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,210,063,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,897,465,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $1,933,252,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,402,074,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,513,545,000 | 14 |
| Other retirement accounts, non-managed assets | $513,803,000 | 26 |
| Corporate trust and agency accounts, non-managed assets | $3,097,266,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $31,877,000 | 60 |
| Foundation and endowment trust and agency accounts, non-managed assets | $405,648,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,477,093,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $149,934,000 | 45 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $59,499,606,000 | 19 |
| Managed Assets ($) | $37,749,144,000 | 14 |
| Personal trust and agency accounts, managed assets | $17,102,063,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,220,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $929,884,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $2,272,987,000 | 16 |
| Corporate trust and agency accounts, managed assets | $76,857,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $10,743,250,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $6,492,883,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,206,059,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,750,462,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,956,765,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,053,600,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,051,428,000 | 14 |
| Other retirement accounts, non-managed assets | $514,306,000 | 25 |
| Corporate trust and agency accounts, non-managed assets | $2,791,785,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $13,867,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $368,711,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $38,130,434,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $158,573,000 | 48 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $60,228,166,000 | 19 |
| Managed Assets ($) | $41,325,588,000 | 14 |
| Personal trust and agency accounts, managed assets | $17,344,821,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $136,306,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $3,839,830,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $2,273,277,000 | 16 |
| Corporate trust and agency accounts, managed assets | $66,903,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $10,911,653,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $6,752,798,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,239,657,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,902,578,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $2,197,804,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,006,766,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,188,144,000 | 15 |
| Other retirement accounts, non-managed assets | $446,534,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $2,682,255,000 | 20 |
| Investment management and advisory agency accounts, non-managed assets | $14,386,000 | 81 |
| Foundation and endowment trust and agency accounts, non-managed assets | $366,689,000 | 16 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $40,861,696,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $161,961,000 | 45 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $58,518,360,000 | 19 |
| Managed Assets ($) | $39,651,986,000 | 14 |
| Personal trust and agency accounts, managed assets | $16,773,663,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $134,540,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $3,800,576,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $2,170,940,000 | 16 |
| Corporate trust and agency accounts, managed assets | $57,926,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $10,458,475,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $6,255,866,000 | 9 |
| Other fiduciary accounts, managed assets | $0 | 239 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,212,803,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $129,020,000 | 42 |
| Non-managed Assets ($) | $18,866,374,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $2,162,701,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,565,277,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,970,065,000 | 15 |
| Other retirement accounts, non-managed assets | $428,567,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $3,373,169,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $14,560,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $352,035,000 | 17 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $39,417,033,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $160,613,000 | 44 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $59,618,780,000 | 19 |
| Managed Assets ($) | $40,957,058,000 | 14 |
| Personal trust and agency accounts, managed assets | $17,358,704,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,353,000 | 67 |
| Employee benefit-defined benefit accounts, managed assets | $3,778,548,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $2,145,405,000 | 15 |
| Corporate trust and agency accounts, managed assets | $57,125,000 | 15 |
| Investment management and investment advisory agency accounts, managed assets | $10,668,675,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $6,833,248,000 | 8 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,227,492,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,661,722,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $2,052,227,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,783,414,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,433,813,000 | 15 |
| Other retirement accounts, non-managed assets | $437,525,000 | 27 |
| Corporate trust and agency accounts, non-managed assets | $2,575,776,000 | 21 |
| Investment management and advisory agency accounts, non-managed assets | $14,447,000 | 82 |
| Foundation and endowment trust and agency accounts, non-managed assets | $364,520,000 | 13 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,507,036,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $166,875,000 | 40 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $58,165,203,000 | 18 |
| Managed Assets ($) | $40,187,164,000 | 14 |
| Personal trust and agency accounts, managed assets | $16,962,324,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $129,733,000 | 61 |
| Employee benefit-defined benefit accounts, managed assets | $3,655,700,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $2,042,472,000 | 14 |
| Corporate trust and agency accounts, managed assets | $48,427,000 | 17 |
| Investment management and investment advisory agency accounts, managed assets | $10,457,324,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $6,891,184,000 | 7 |
| Other fiduciary accounts, managed assets | $0 | 114 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,197,075,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,978,039,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $1,918,935,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,492,563,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,193,011,000 | 15 |
| Other retirement accounts, non-managed assets | $407,885,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $2,507,827,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $5,333,000 | 108 |
| Foundation and endowment trust and agency accounts, non-managed assets | $452,485,000 | 13 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $48,364,968,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $153,840,000 | 40 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $60,074,895,000 | 17 |
| Managed Assets ($) | $41,952,138,000 | 14 |
| Personal trust and agency accounts, managed assets | $17,627,910,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $111,714,000 | 68 |
| Employee benefit-defined benefit accounts, managed assets | $3,581,784,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $1,883,154,000 | 15 |
| Corporate trust and agency accounts, managed assets | $47,130,000 | 16 |
| Investment management and investment advisory agency accounts, managed assets | $10,707,726,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $7,992,720,000 | 7 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,219,504,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,122,757,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,922,187,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,668,770,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,273,254,000 | 15 |
| Other retirement accounts, non-managed assets | $429,451,000 | 29 |
| Corporate trust and agency accounts, non-managed assets | $2,306,839,000 | 22 |
| Investment management and advisory agency accounts, non-managed assets | $14,111,000 | 80 |
| Foundation and endowment trust and agency accounts, non-managed assets | $508,145,000 | 12 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,717,641,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $158,385,000 | 39 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $59,296,732,000 | 17 |
| Managed Assets ($) | $39,926,827,000 | 13 |
| Personal trust and agency accounts, managed assets | $16,831,728,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $108,621,000 | 64 |
| Employee benefit-defined benefit accounts, managed assets | $3,437,757,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,519,485,000 | 14 |
| Corporate trust and agency accounts, managed assets | $3,905,000 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $10,782,889,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $7,242,442,000 | 6 |
| Other fiduciary accounts, managed assets | $0 | 230 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,153,180,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $94,115,000 | 45 |
| Non-managed Assets ($) | $19,369,905,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $2,037,144,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,974,108,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,159,893,000 | 15 |
| Other retirement accounts, non-managed assets | $401,272,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $2,038,717,000 | 24 |
| Investment management and advisory agency accounts, non-managed assets | $27,718,000 | 61 |
| Foundation and endowment trust and agency accounts, non-managed assets | $731,053,000 | 10 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,820,856,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $152,972,000 | 40 |
| 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 | $55,482,693,000 | 17 |
| Managed Assets ($) | $38,964,221,000 | 14 |
| Personal trust and agency accounts, managed assets | $16,287,356,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $109,381,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $3,255,439,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,504,341,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $10,454,147,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $7,353,557,000 | 5 |
| Other fiduciary accounts, managed assets | $0 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,111,894,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,518,472,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $1,981,302,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,494,535,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,883,467,000 | 16 |
| Other retirement accounts, non-managed assets | $408,283,000 | 28 |
| Corporate trust and agency accounts, non-managed assets | $97,441,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $33,946,000 | 46 |
| Foundation and endowment trust and agency accounts, non-managed assets | $619,498,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $47,370,258,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $147,406,000 | 38 |
| 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 | $60,493,777,000 | 18 |
| Managed Assets ($) | $42,466,949,000 | 14 |
| Personal trust and agency accounts, managed assets | $17,679,029,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $325,632,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $3,550,491,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $1,645,612,000 | 14 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $11,443,729,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $7,822,456,000 | 5 |
| Other fiduciary accounts, managed assets | $0 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,226,239,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,026,828,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $2,041,532,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,331,669,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,087,443,000 | 16 |
| Other retirement accounts, non-managed assets | $826,961,000 | 24 |
| Corporate trust and agency accounts, non-managed assets | $102,010,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $39,985,000 | 39 |
| Foundation and endowment trust and agency accounts, non-managed assets | $597,228,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,372,086,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $163,141,000 | 36 |
| 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 | $59,717,729,000 | 18 |
| Managed Assets ($) | $41,477,319,000 | 14 |
| Personal trust and agency accounts, managed assets | $17,699,288,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $332,463,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $3,524,390,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $1,691,750,000 | 14 |
| Corporate trust and agency accounts, managed assets | $15,148,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $10,350,179,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | $7,864,101,000 | 5 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $1,240,632,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,240,410,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $2,060,321,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,519,178,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,057,286,000 | 16 |
| Other retirement accounts, non-managed assets | $835,119,000 | 23 |
| Corporate trust and agency accounts, non-managed assets | $99,715,000 | 51 |
| Investment management and advisory agency accounts, non-managed assets | $46,350,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $622,441,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,887,779,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $171,687,000 | 36 |
| 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 | $58,954,510,000 | 19 |
| Managed Assets ($) | $41,147,091,000 | 15 |
| Personal trust and agency accounts, managed assets | $17,731,139,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $330,407,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $3,529,709,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,597,810,000 | 14 |
| Corporate trust and agency accounts, managed assets | $24,073,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $10,382,798,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $7,551,155,000 | 5 |
| Other fiduciary accounts, managed assets | $0 | 255 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $1,233,985,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $100,851,000 | 46 |
| Non-managed Assets ($) | $17,807,419,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $2,018,420,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,109,561,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,869,037,000 | 16 |
| Other retirement accounts, non-managed assets | $971,518,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $171,101,000 | 48 |
| Investment management and advisory agency accounts, non-managed assets | $35,709,000 | 43 |
| Foundation and endowment trust and agency accounts, non-managed assets | $632,073,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,385,396,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $193,883,000 | 36 |
| 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 | $57,350,154,000 | 18 |
| Managed Assets ($) | $40,555,829,000 | 15 |
| Personal trust and agency accounts, managed assets | $17,157,322,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $334,317,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $3,394,296,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,576,600,000 | 14 |
| Corporate trust and agency accounts, managed assets | $24,484,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $10,461,607,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $7,607,203,000 | 5 |
| Other fiduciary accounts, managed assets | $0 | 117 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $1,201,364,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,794,325,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,678,971,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,027,668,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,492,458,000 | 16 |
| Other retirement accounts, non-managed assets | $955,127,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $153,562,000 | 52 |
| Investment management and advisory agency accounts, non-managed assets | $38,486,000 | 37 |
| Foundation and endowment trust and agency accounts, non-managed assets | $448,053,000 | 11 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,791,560,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $234,440,000 | 29 |
| 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 | $54,677,574,000 | 18 |
| Managed Assets ($) | $39,136,889,000 | 15 |
| Personal trust and agency accounts, managed assets | $16,509,244,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $325,654,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $3,216,759,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $1,544,902,000 | 13 |
| Corporate trust and agency accounts, managed assets | $21,335,000 | 23 |
| Investment management and investment advisory agency accounts, managed assets | $10,276,162,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | $7,242,833,000 | 5 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $1,147,601,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,540,685,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,514,843,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,532,316,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,913,246,000 | 16 |
| Other retirement accounts, non-managed assets | $844,300,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $155,884,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | $39,648,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $540,448,000 | 8 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,148,066,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $225,219,000 | 30 |
| 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 | $54,033,086,000 | 18 |
| Managed Assets ($) | $37,162,579,000 | 15 |
| Personal trust and agency accounts, managed assets | $17,023,320,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $316,665,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $3,231,714,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $1,521,232,000 | 13 |
| Corporate trust and agency accounts, managed assets | $13,571,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $9,272,523,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | $5,783,554,000 | 5 |
| Other fiduciary accounts, managed assets | $0 | 116 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $1,125,777,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,870,507,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,664,681,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,151,557,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,280,709,000 | 16 |
| Other retirement accounts, non-managed assets | $991,022,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $142,811,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | $43,184,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $596,543,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $79,214,608,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $245,776,000 | 28 |
| 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 | $52,806,366,000 | 21 |
| Managed Assets ($) | $36,381,570,000 | 15 |
| Personal trust and agency accounts, managed assets | $16,779,028,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $336,234,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $3,087,040,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $1,482,067,000 | 16 |
| Corporate trust and agency accounts, managed assets | $13,590,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $9,038,657,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | $5,644,954,000 | 4 |
| Other fiduciary accounts, managed assets | $0 | 258 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $1,102,344,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $11,943,325,000 | 7 |
| Non-managed Assets ($) | $16,424,796,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $1,590,863,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,827,683,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,029,639,000 | 17 |
| Other retirement accounts, non-managed assets | $1,154,254,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $142,861,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | $34,490,000 | 35 |
| Foundation and endowment trust and agency accounts, non-managed assets | $645,006,000 | 9 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,914,528,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $248,570,000 | 31 |
| 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 | $56,579,184,000 | 20 |
| Managed Assets ($) | $40,636,632,000 | 14 |
| Personal trust and agency accounts, managed assets | $19,003,248,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $337,001,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $3,192,709,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,606,667,000 | 19 |
| Corporate trust and agency accounts, managed assets | $30,858,000 | 24 |
| Investment management and investment advisory agency accounts, managed assets | $13,518,853,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,947,296,000 | 9 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,942,552,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $1,566,816,000 | 18 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,900,955,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,843,212,000 | 17 |
| Other retirement accounts, non-managed assets | $1,123,013,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $130,866,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $377,690,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,627,019,000 | 19 |
| 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 | $53,773,987,000 | 19 |
| Managed Assets ($) | $39,493,996,000 | 14 |
| Personal trust and agency accounts, managed assets | $18,595,028,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $340,140,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $2,880,872,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,495,669,000 | 17 |
| Corporate trust and agency accounts, managed assets | $24,530,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $13,098,978,000 | 15 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,058,779,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,279,991,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,362,442,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,045,466,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,316,759,000 | 16 |
| Other retirement accounts, non-managed assets | $976,183,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $132,862,000 | 61 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $446,279,000 | 21 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,750,526,000 | 18 |
| 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 | $51,919,239,000 | 20 |
| Managed Assets ($) | $39,264,879,000 | 15 |
| Personal trust and agency accounts, managed assets | $18,156,002,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $350,148,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $2,757,673,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $1,422,063,000 | 18 |
| Corporate trust and agency accounts, managed assets | $22,057,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $13,496,674,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,060,262,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,654,360,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $1,248,606,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,274,993,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,678,900,000 | 16 |
| Other retirement accounts, non-managed assets | $991,410,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $113,669,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $346,782,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,431,786,000 | 18 |
| 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 | $54,611,714,000 | 20 |
| Managed Assets ($) | $41,049,107,000 | 14 |
| Personal trust and agency accounts, managed assets | $19,260,685,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $337,571,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $2,906,073,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $1,528,375,000 | 17 |
| Corporate trust and agency accounts, managed assets | $23,220,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $14,052,793,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,940,390,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $13,562,607,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $1,242,614,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,672,958,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,957,113,000 | 18 |
| Other retirement accounts, non-managed assets | $990,071,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $109,628,000 | 64 |
| 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 | $590,223,000 | 19 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,516,134,000 | 18 |
| 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 | $62,132,215,000 | 20 |
| Managed Assets ($) | $46,343,674,000 | 15 |
| Personal trust and agency accounts, managed assets | $22,200,983,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $360,955,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $2,647,898,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,764,086,000 | 16 |
| Corporate trust and agency accounts, managed assets | $18,175,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $16,135,189,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,216,388,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,788,541,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,257,125,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,910,190,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,691,099,000 | 17 |
| Other retirement accounts, non-managed assets | $1,200,812,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $122,145,000 | 60 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $607,170,000 | 20 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,791,368,000 | 18 |
| 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 | $65,702,257,000 | 22 |
| Managed Assets ($) | $48,703,767,000 | 15 |
| Personal trust and agency accounts, managed assets | $23,568,930,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $353,314,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $2,913,277,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $1,922,260,000 | 15 |
| Corporate trust and agency accounts, managed assets | $7,525,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $16,927,674,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,010,787,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,998,490,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $1,277,066,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,429,325,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,076,574,000 | 18 |
| Other retirement accounts, non-managed assets | $1,231,959,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $282,674,000 | 49 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $700,892,000 | 22 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,645,298,000 | 19 |
| 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 | $67,810,968,000 | 22 |
| Managed Assets ($) | $50,529,300,000 | 11 |
| Personal trust and agency accounts, managed assets | $24,218,532,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $336,917,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $3,065,284,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $1,961,237,000 | 14 |
| Corporate trust and agency accounts, managed assets | $5,288,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $18,010,909,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,931,133,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,281,668,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $1,465,837,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,770,606,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,924,327,000 | 19 |
| Other retirement accounts, non-managed assets | $1,205,284,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $277,082,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $638,532,000 | 24 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,335,236,000 | 21 |
| 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 | $71,686,607,000 | 22 |
| Managed Assets ($) | $52,878,506,000 | 12 |
| Personal trust and agency accounts, managed assets | $25,849,673,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,268,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $3,356,329,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $2,074,483,000 | 14 |
| Corporate trust and agency accounts, managed assets | $5,196,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $18,417,730,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,836,827,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,808,101,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,421,772,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,814,810,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,192,539,000 | 20 |
| Other retirement accounts, non-managed assets | $1,391,329,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $284,541,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $703,110,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $93,086,903,000 | 21 |
| 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 | $74,884,692,000 | 21 |
| Managed Assets ($) | $56,148,210,000 | 13 |
| Personal trust and agency accounts, managed assets | $27,778,491,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $332,652,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $3,467,944,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $2,132,777,000 | 14 |
| Corporate trust and agency accounts, managed assets | $4,038,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $19,855,895,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,576,413,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,736,482,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,349,538,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,194,119,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,080,631,000 | 20 |
| Other retirement accounts, non-managed assets | $1,374,427,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $273,388,000 | 50 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $464,379,000 | 27 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $91,652,464,000 | 18 |
| 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 | $75,196,668,000 | 21 |
| Managed Assets ($) | $56,128,473,000 | 12 |
| Personal trust and agency accounts, managed assets | $27,605,970,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $340,629,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $3,404,846,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $2,128,372,000 | 12 |
| Corporate trust and agency accounts, managed assets | $4,271,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $20,163,805,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,480,580,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,068,195,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,323,839,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,119,554,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,192,647,000 | 21 |
| Other retirement accounts, non-managed assets | $1,506,618,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $475,234,000 | 44 |
| 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 | $450,303,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $90,551,371,000 | 20 |
| 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 | $73,192,375,000 | 20 |
| Managed Assets ($) | $54,681,957,000 | 14 |
| Personal trust and agency accounts, managed assets | $27,193,034,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $336,888,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $3,334,312,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,108,853,000 | 13 |
| Corporate trust and agency accounts, managed assets | $6,897,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $20,382,825,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,319,148,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $18,510,418,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $1,310,631,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,654,241,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,009,077,000 | 22 |
| Other retirement accounts, non-managed assets | $1,485,781,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $485,909,000 | 44 |
| 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 | $564,779,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $87,078,341,000 | 20 |
| 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 | $78,860,057,000 | 20 |
| Managed Assets ($) | $54,962,835,000 | 14 |
| Personal trust and agency accounts, managed assets | $27,610,933,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $322,628,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $3,317,943,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,126,970,000 | 13 |
| Corporate trust and agency accounts, managed assets | $7,181,000 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $20,292,629,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $1,284,551,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,897,222,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $1,186,019,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,447,707,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,722,451,000 | 23 |
| Other retirement accounts, non-managed assets | $1,453,741,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $6,540,274,000 | 19 |
| 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 | $547,030,000 | 26 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $106,859,408,000 | 20 |
| 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 | $91,525,121,000 | 20 |
| Managed Assets ($) | $52,728,048,000 | 14 |
| Personal trust and agency accounts, managed assets | $26,920,418,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $328,208,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $3,303,877,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,082,078,000 | 13 |
| Corporate trust and agency accounts, managed assets | $41,941,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $19,246,522,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $805,004,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,797,073,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $1,429,579,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,927,901,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,596,293,000 | 23 |
| Other retirement accounts, non-managed assets | $1,592,394,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $21,279,520,000 | 14 |
| 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 | $971,386,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $89,791,094,000 | 22 |
| 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 | $93,145,007,000 | 20 |
| Managed Assets ($) | $51,602,194,000 | 14 |
| Personal trust and agency accounts, managed assets | $26,399,067,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $308,339,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $3,251,817,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,086,106,000 | 12 |
| Corporate trust and agency accounts, managed assets | $29,517,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $18,882,349,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $644,999,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $41,542,813,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $1,397,333,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,689,286,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,437,587,000 | 24 |
| Other retirement accounts, non-managed assets | $1,519,275,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $24,364,495,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,134,837,000 | 23 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,524,147,000 | 23 |
| 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 | $98,639,618,000 | 19 |
| Managed Assets ($) | $54,242,086,000 | 14 |
| Personal trust and agency accounts, managed assets | $27,007,709,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $306,132,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $3,421,015,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,177,952,000 | 12 |
| Corporate trust and agency accounts, managed assets | $32,455,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $18,872,495,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,424,328,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $44,397,532,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,357,254,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,924,237,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,404,495,000 | 24 |
| Other retirement accounts, non-managed assets | $1,477,220,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $23,646,584,000 | 14 |
| 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 | $4,587,742,000 | 16 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,098,045,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $92,831,055,000 | 19 |
| Managed Assets ($) | $53,043,165,000 | 15 |
| Personal trust and agency accounts, managed assets | $27,694,089,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,081,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $3,047,022,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,403,027,000 | 12 |
| Corporate trust and agency accounts, managed assets | $32,102,000 | 44 |
| Investment management and investment advisory agency accounts, managed assets | $19,682,839,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $3,005,000 | 119 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,787,890,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,122,914,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,586,499,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,493,466,000 | 25 |
| Other retirement accounts, non-managed assets | $1,303,867,000 | 21 |
| Corporate trust and agency accounts, non-managed assets | $24,281,144,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 271 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,633,800,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $90,609,321,000 | 19 |
| Managed Assets ($) | $51,547,612,000 | 16 |
| Personal trust and agency accounts, managed assets | $26,492,247,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $212,002,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $3,138,689,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $2,330,701,000 | 12 |
| Corporate trust and agency accounts, managed assets | $36,770,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $19,334,276,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,927,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $39,061,709,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,726,475,000 | 17 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,374,176,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,640,637,000 | 22 |
| Other retirement accounts, non-managed assets | $1,465,007,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $21,855,414,000 | 14 |
| 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 | $72,094,306,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $89,273,652,000 | 19 |
| Managed Assets ($) | $51,378,849,000 | 16 |
| Personal trust and agency accounts, managed assets | $26,163,897,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $234,139,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $3,331,926,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $2,308,609,000 | 12 |
| Corporate trust and agency accounts, managed assets | $34,140,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $19,303,293,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $2,845,000 | 89 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,894,803,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $2,162,592,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,215,772,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,470,171,000 | 21 |
| Other retirement accounts, non-managed assets | $1,490,895,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $21,522,249,000 | 14 |
| 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 | $33,124,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $30,997,501,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $91,481,540,000 | 20 |
| Managed Assets ($) | $53,342,279,000 | 16 |
| Personal trust and agency accounts, managed assets | $27,073,088,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $536,341,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $4,678,605,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $2,290,411,000 | 13 |
| Corporate trust and agency accounts, managed assets | $4,591,000 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $18,759,243,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,139,261,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $3,014,465,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,137,027,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,801,900,000 | 16 |
| Other retirement accounts, non-managed assets | $1,504,202,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $17,348,131,000 | 14 |
| 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 | $333,536,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $56,645,121,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $91,371,199,000 | 20 |
| Managed Assets ($) | $54,030,138,000 | 16 |
| Personal trust and agency accounts, managed assets | $27,899,262,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $434,832,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $4,458,125,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $2,428,550,000 | 12 |
| Corporate trust and agency accounts, managed assets | $22,917,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $18,786,452,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 332 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,341,061,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $2,783,852,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,409,612,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,860,776,000 | 17 |
| Other retirement accounts, non-managed assets | $1,596,364,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $16,620,463,000 | 14 |
| 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 | $69,994,000 | 50 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $55,719,738,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $87,323,107,000 | 19 |
| Managed Assets ($) | $51,714,143,000 | 17 |
| Personal trust and agency accounts, managed assets | $26,399,057,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $574,306,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $4,425,921,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $2,346,031,000 | 13 |
| Corporate trust and agency accounts, managed assets | $34,812,000 | 31 |
| Investment management and investment advisory agency accounts, managed assets | $17,934,016,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 125 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,608,964,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $2,396,205,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,555,951,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,446,877,000 | 17 |
| Other retirement accounts, non-managed assets | $1,546,883,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $16,572,063,000 | 14 |
| 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 | $90,985,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $50,214,764,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $88,292,797,000 | 18 |
| Managed Assets ($) | $51,797,522,000 | 16 |
| Personal trust and agency accounts, managed assets | $27,625,388,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $458,987,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $4,212,404,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $2,423,067,000 | 12 |
| Corporate trust and agency accounts, managed assets | $34,275,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $17,043,401,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 126 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,495,275,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $3,291,517,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,570,256,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,273,531,000 | 19 |
| Other retirement accounts, non-managed assets | $2,696,537,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $16,567,024,000 | 15 |
| 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 | $96,410,000 | 46 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,519,110,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $91,299,357,000 | 16 |
| Managed Assets ($) | $53,922,013,000 | 15 |
| Personal trust and agency accounts, managed assets | $28,727,947,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $446,083,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $4,282,707,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $2,620,431,000 | 10 |
| Corporate trust and agency accounts, managed assets | $34,524,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $17,810,321,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 128 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,377,344,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $3,582,748,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,558,762,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,664,106,000 | 18 |
| Other retirement accounts, non-managed assets | $2,702,725,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $16,776,901,000 | 16 |
| 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 | $92,102,000 | 45 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,866,572,000 | 34 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $91,189,762,000 | 17 |
| Managed Assets ($) | $54,831,770,000 | 15 |
| Personal trust and agency accounts, managed assets | $29,342,775,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $445,533,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $4,299,784,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $2,749,178,000 | 10 |
| Corporate trust and agency accounts, managed assets | $38,973,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $17,955,527,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 327 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $36,357,992,000 | 23 |
| Personal trust and agency accounts, non-managed assets | $3,629,759,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,469,524,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,853,220,000 | 19 |
| Other retirement accounts, non-managed assets | $2,686,375,000 | 14 |
| Corporate trust and agency accounts, non-managed assets | $16,582,181,000 | 17 |
| 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 | $136,933,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $54,335,219,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $86,689,138,000 | 15 |
| Managed Assets ($) | $52,124,170,000 | 15 |
| Personal trust and agency accounts, managed assets | $27,896,658,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $426,049,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $4,241,095,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $2,506,064,000 | 9 |
| Corporate trust and agency accounts, managed assets | $53,354,000 | 30 |
| Investment management and investment advisory agency accounts, managed assets | $17,000,950,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 143 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $34,564,968,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,967,815,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,784,211,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,542,747,000 | 19 |
| Other retirement accounts, non-managed assets | $2,535,414,000 | 13 |
| Corporate trust and agency accounts, non-managed assets | $16,575,554,000 | 16 |
| 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 | $159,227,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,951,366,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $88,028,313,000 | 16 |
| Managed Assets ($) | $52,082,247,000 | 16 |
| Personal trust and agency accounts, managed assets | $28,151,417,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $403,151,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $4,124,553,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $2,510,240,000 | 9 |
| Corporate trust and agency accounts, managed assets | $42,455,000 | 35 |
| Investment management and investment advisory agency accounts, managed assets | $16,850,431,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 151 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,946,066,000 | 22 |
| Personal trust and agency accounts, non-managed assets | $3,097,639,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,613,576,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,441,123,000 | 18 |
| Other retirement accounts, non-managed assets | $2,487,994,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $17,106,710,000 | 17 |
| 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 | $199,024,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $46,648,715,000 | 33 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $85,194,661,000 | 16 |
| Managed Assets ($) | $49,486,861,000 | 15 |
| Personal trust and agency accounts, managed assets | $26,938,663,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $396,278,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $3,781,936,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $2,353,560,000 | 9 |
| Corporate trust and agency accounts, managed assets | $44,022,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $15,972,402,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 156 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $35,707,800,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $2,947,681,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,060,172,000 | 23 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,068,846,000 | 17 |
| Other retirement accounts, non-managed assets | $2,365,301,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $18,136,129,000 | 14 |
| 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 | $129,671,000 | 44 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $44,909,046,000 | 31 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $88,442,194,000 | 17 |
| Managed Assets ($) | $51,366,162,000 | 14 |
| Personal trust and agency accounts, managed assets | $28,806,112,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $435,485,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $3,561,920,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $2,427,858,000 | 9 |
| Corporate trust and agency accounts, managed assets | $11,132,000 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $16,123,655,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,076,032,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $3,149,875,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,149,332,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,356,388,000 | 18 |
| Other retirement accounts, non-managed assets | $2,492,723,000 | 16 |
| Corporate trust and agency accounts, non-managed assets | $18,693,435,000 | 14 |
| 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 | $234,279,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $43,860,060,000 | 32 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $111,292,801,000 | 14 |
| Managed Assets ($) | $55,995,932,000 | 14 |
| Personal trust and agency accounts, managed assets | $31,385,617,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $842,768,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $3,602,868,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,782,945,000 | 8 |
| Corporate trust and agency accounts, managed assets | $15,281,000 | 75 |
| Investment management and investment advisory agency accounts, managed assets | $17,366,453,000 | 14 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $55,296,869,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $1,767,017,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,955,403,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,865,928,000 | 20 |
| Other retirement accounts, non-managed assets | $4,999,602,000 | 12 |
| Corporate trust and agency accounts, non-managed assets | $36,407,568,000 | 9 |
| 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 | $301,351,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $49,447,308,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |