Home > Synovus Bank > Total Fiduciary and Related Assets
Synovus Bank, Total Fiduciary and Related Assets
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $17,848,925,000 | 55 |
| Managed Assets ($) | $14,672,867,000 | 38 |
| Personal trust and agency accounts, managed assets | $7,285,945,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $200,190,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $36,357,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $338,570,000 | 87 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $5,795,067,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $1,016,738,000 | 39 |
| Other fiduciary accounts, managed assets | $0 | 236 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $338,570,000 | 81 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 50 |
| Non-managed Assets ($) | $3,176,058,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $614,469,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $696,543,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,599,000 | 48 |
| Other retirement accounts, non-managed assets | $13,724,000 | 206 |
| Corporate trust and agency accounts, non-managed assets | $1,647,158,000 | 27 |
| Investment management and advisory agency accounts, non-managed assets | $10,643,000 | 135 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,922,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 179 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,436,541,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,724,000 | 225 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,399,470,000 | 54 |
| Managed Assets ($) | $16,257,860,000 | 35 |
| Personal trust and agency accounts, managed assets | $6,874,089,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $189,579,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $33,463,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $306,861,000 | 89 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $7,794,287,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,059,581,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $306,861,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,141,610,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $587,972,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $629,392,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,094,000 | 48 |
| Other retirement accounts, non-managed assets | $13,376,000 | 148 |
| Corporate trust and agency accounts, non-managed assets | $1,720,223,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $10,172,000 | 99 |
| Foundation and endowment trust and agency accounts, non-managed assets | $64,381,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,198,804,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,376,000 | 160 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,641,454,000 | 52 |
| Managed Assets ($) | $16,565,675,000 | 34 |
| Personal trust and agency accounts, managed assets | $6,829,706,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,535,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $35,028,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $309,613,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $8,115,841,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,071,952,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 152 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $309,613,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,075,779,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $580,169,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $646,647,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $120,049,000 | 51 |
| Other retirement accounts, non-managed assets | $12,915,000 | 174 |
| Corporate trust and agency accounts, non-managed assets | $1,636,882,000 | 26 |
| Investment management and advisory agency accounts, non-managed assets | $11,815,000 | 113 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,302,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 128 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,152,112,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,915,000 | 188 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,651,765,000 | 58 |
| Managed Assets ($) | $16,348,571,000 | 36 |
| Personal trust and agency accounts, managed assets | $6,899,453,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $200,546,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $33,943,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $294,492,000 | 96 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $7,817,888,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $1,102,249,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $294,492,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,303,194,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $586,559,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $614,840,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $114,033,000 | 55 |
| Other retirement accounts, non-managed assets | $12,663,000 | 151 |
| Corporate trust and agency accounts, non-managed assets | $1,895,314,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $11,202,000 | 106 |
| Foundation and endowment trust and agency accounts, non-managed assets | $68,583,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,160,939,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,663,000 | 166 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,429,240,000 | 55 |
| Managed Assets ($) | $16,097,956,000 | 36 |
| Personal trust and agency accounts, managed assets | $6,844,827,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $196,989,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $32,833,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $290,646,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $7,673,408,000 | 32 |
| Foundation and endowment trust and agency accounts, managed assets | $1,059,253,000 | 36 |
| Other fiduciary accounts, managed assets | $0 | 208 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $290,646,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 51 |
| Non-managed Assets ($) | $3,331,284,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $577,388,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $579,343,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $111,192,000 | 57 |
| Other retirement accounts, non-managed assets | $13,038,000 | 202 |
| Corporate trust and agency accounts, non-managed assets | $1,966,023,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $12,838,000 | 131 |
| Foundation and endowment trust and agency accounts, non-managed assets | $71,462,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 163 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,095,138,000 | 91 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,038,000 | 239 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,443,632,000 | 55 |
| Managed Assets ($) | $15,352,191,000 | 35 |
| Personal trust and agency accounts, managed assets | $6,594,059,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $189,241,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $31,436,000 | 96 |
| Other employee benefit and retirement-related accounts, managed assets | $279,165,000 | 93 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $7,236,841,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $1,021,449,000 | 35 |
| Other fiduciary accounts, managed assets | $0 | 103 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $279,165,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,091,441,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $560,180,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $539,148,000 | 68 |
| Employee benefit-defined benefit accounts, non-managed Assets | $105,508,000 | 58 |
| Other retirement accounts, non-managed assets | $13,387,000 | 149 |
| Corporate trust and agency accounts, non-managed assets | $1,801,744,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $11,399,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,075,000 | 40 |
| Other fiduciary accounts, non-managed assets | $0 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,941,830,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $13,387,000 | 163 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $18,273,350,000 | 45 |
| Managed Assets ($) | $15,824,383,000 | 30 |
| Personal trust and agency accounts, managed assets | $6,830,454,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $204,983,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $33,609,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $283,355,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $7,397,428,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,074,554,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $283,355,000 | 83 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,448,967,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $594,417,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $563,105,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $110,351,000 | 53 |
| Other retirement accounts, non-managed assets | $12,082,000 | 165 |
| Corporate trust and agency accounts, non-managed assets | $1,092,607,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $11,803,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $64,602,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,794,399,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $12,082,000 | 185 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,910,484,000 | 44 |
| Managed Assets ($) | $17,262,633,000 | 30 |
| Personal trust and agency accounts, managed assets | $7,479,666,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $234,470,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $39,695,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $310,860,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $7,995,796,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,202,146,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 100 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $310,860,000 | 85 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,647,851,000 | 67 |
| Personal trust and agency accounts, non-managed assets | $633,083,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $647,245,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $126,029,000 | 52 |
| Other retirement accounts, non-managed assets | $7,913,000 | 179 |
| Corporate trust and agency accounts, non-managed assets | $1,147,702,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $13,112,000 | 88 |
| Foundation and endowment trust and agency accounts, non-managed assets | $72,767,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 87 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,995,672,000 | 75 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,913,000 | 198 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $20,549,454,000 | 43 |
| Managed Assets ($) | $17,771,768,000 | 30 |
| Personal trust and agency accounts, managed assets | $7,721,243,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $255,364,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $45,919,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $327,318,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $8,207,425,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,214,499,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 216 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $327,318,000 | 84 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 40 |
| Non-managed Assets ($) | $2,777,686,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $693,811,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $702,150,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $132,956,000 | 54 |
| Other retirement accounts, non-managed assets | $8,155,000 | 268 |
| Corporate trust and agency accounts, non-managed assets | $1,159,901,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $12,987,000 | 120 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,726,000 | 32 |
| Other fiduciary accounts, non-managed assets | $0 | 161 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,077,670,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,155,000 | 315 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,697,099,000 | 44 |
| Managed Assets ($) | $17,317,009,000 | 30 |
| Personal trust and agency accounts, managed assets | $7,607,551,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $249,763,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $44,705,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $315,602,000 | 91 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $7,940,256,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,159,132,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 94 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $315,602,000 | 86 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,380,090,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $354,540,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $683,785,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $128,858,000 | 55 |
| Other retirement accounts, non-managed assets | $8,108,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $1,128,114,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $12,190,000 | 89 |
| Foundation and endowment trust and agency accounts, non-managed assets | $64,495,000 | 32 |
| Other fiduciary accounts, non-managed assets | $0 | 86 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,858,119,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,108,000 | 197 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,999,587,000 | 44 |
| Managed Assets ($) | $17,579,877,000 | 30 |
| Personal trust and agency accounts, managed assets | $7,806,298,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $257,227,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $45,214,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $317,163,000 | 90 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $7,971,830,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,182,145,000 | 25 |
| Other fiduciary accounts, managed assets | $0 | 110 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $308,798,000 | 88 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,419,710,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $331,787,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $685,604,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $131,637,000 | 57 |
| Other retirement accounts, non-managed assets | $7,876,000 | 202 |
| Corporate trust and agency accounts, non-managed assets | $1,182,379,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $12,945,000 | 102 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,482,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 94 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,862,298,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,296,000 | 224 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,452,593,000 | 44 |
| Managed Assets ($) | $17,038,057,000 | 31 |
| Personal trust and agency accounts, managed assets | $7,695,329,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $277,276,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $43,259,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $308,798,000 | 88 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $7,619,641,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,093,754,000 | 26 |
| Other fiduciary accounts, managed assets | $0 | 95 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $308,798,000 | 82 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,414,536,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $339,980,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $644,985,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $124,965,000 | 56 |
| Other retirement accounts, non-managed assets | $8,296,000 | 176 |
| Corporate trust and agency accounts, non-managed assets | $1,216,458,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $12,304,000 | 94 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,548,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 81 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,957,439,000 | 71 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,296,000 | 196 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $19,380,429,000 | 45 |
| Managed Assets ($) | $16,952,771,000 | 31 |
| Personal trust and agency accounts, managed assets | $7,567,484,000 | 20 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $570,867,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $42,596,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $305,539,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $7,417,728,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,048,557,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 209 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $305,539,000 | 79 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 44 |
| Non-managed Assets ($) | $2,427,658,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $358,346,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $631,013,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $122,247,000 | 61 |
| Other retirement accounts, non-managed assets | $8,327,000 | 262 |
| Corporate trust and agency accounts, non-managed assets | $1,234,145,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $12,645,000 | 119 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,935,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,924,581,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,327,000 | 314 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,590,493,000 | 46 |
| Managed Assets ($) | $14,609,188,000 | 32 |
| Personal trust and agency accounts, managed assets | $6,773,213,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $540,845,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $39,331,000 | 91 |
| Other employee benefit and retirement-related accounts, managed assets | $296,114,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $6,023,344,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $936,341,000 | 27 |
| Other fiduciary accounts, managed assets | $0 | 99 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $296,114,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,981,305,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $289,746,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $577,030,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,176,000 | 57 |
| Other retirement accounts, non-managed assets | $7,653,000 | 180 |
| Corporate trust and agency accounts, non-managed assets | $925,690,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $9,727,000 | 97 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,283,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,195,358,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $2,953,000 | 250 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $15,607,817,000 | 47 |
| Managed Assets ($) | $13,873,126,000 | 31 |
| Personal trust and agency accounts, managed assets | $6,516,276,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $531,679,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $37,442,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $284,783,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $5,611,534,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $891,412,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 113 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $284,783,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,734,691,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $286,235,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $554,652,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,183,000 | 62 |
| Other retirement accounts, non-managed assets | $7,851,000 | 198 |
| Corporate trust and agency accounts, non-managed assets | $720,044,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $8,636,000 | 115 |
| Foundation and endowment trust and agency accounts, non-managed assets | $50,090,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,131,850,000 | 86 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $7,851,000 | 224 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,420,425,000 | 47 |
| Managed Assets ($) | $12,806,154,000 | 31 |
| Personal trust and agency accounts, managed assets | $6,230,846,000 | 19 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $475,186,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $32,954,000 | 94 |
| Other employee benefit and retirement-related accounts, managed assets | $255,192,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $5,039,295,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $772,681,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 108 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $255,192,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,614,271,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $265,921,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $482,742,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,293,000 | 60 |
| Other retirement accounts, non-managed assets | $8,663,000 | 172 |
| Corporate trust and agency accounts, non-managed assets | $706,160,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $8,706,000 | 96 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,786,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 88 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,145,042,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,663,000 | 198 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $16,153,558,000 | 46 |
| Managed Assets ($) | $14,345,895,000 | 31 |
| Personal trust and agency accounts, managed assets | $6,969,730,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $568,888,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $38,825,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $296,272,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $5,570,343,000 | 33 |
| Foundation and endowment trust and agency accounts, managed assets | $901,837,000 | 28 |
| Other fiduciary accounts, managed assets | $0 | 218 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $296,272,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
| Non-managed Assets ($) | $1,807,663,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $311,092,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $570,079,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,760,000 | 61 |
| Other retirement accounts, non-managed assets | $8,230,000 | 261 |
| Corporate trust and agency accounts, non-managed assets | $736,386,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $13,077,000 | 117 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,039,000 | 41 |
| Other fiduciary accounts, non-managed assets | $0 | 165 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,271,421,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $8,230,000 | 312 |
| 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 | $15,418,416,000 | 50 |
| Managed Assets ($) | $13,700,086,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,671,508,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $554,442,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $37,133,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $286,992,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $5,288,039,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $861,972,000 | 30 |
| Other fiduciary accounts, managed assets | $0 | 109 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $286,992,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,718,330,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $289,556,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $531,292,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,218,000 | 61 |
| Other retirement accounts, non-managed assets | $53,586,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $671,367,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $9,840,000 | 93 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,471,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 89 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,205,573,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $53,586,000 | 73 |
| 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 | $15,042,214,000 | 49 |
| Managed Assets ($) | $13,451,912,000 | 32 |
| Personal trust and agency accounts, managed assets | $6,535,850,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $557,668,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $37,206,000 | 98 |
| Other employee benefit and retirement-related accounts, managed assets | $275,684,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $5,184,647,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $860,857,000 | 29 |
| Other fiduciary accounts, managed assets | $0 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $275,684,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,590,302,000 | 83 |
| Personal trust and agency accounts, non-managed assets | $287,988,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $514,439,000 | 62 |
| Employee benefit-defined benefit accounts, non-managed Assets | $105,414,000 | 63 |
| Other retirement accounts, non-managed assets | $55,858,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $560,381,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $10,146,000 | 100 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,076,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,199,495,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,858,000 | 76 |
| 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 | $14,341,669,000 | 50 |
| Managed Assets ($) | $12,718,056,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,044,602,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $554,076,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $36,300,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $263,418,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $4,980,033,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $839,591,000 | 29 |
| Other fiduciary accounts, managed assets | $36,000 | 115 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $263,418,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,623,613,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $286,132,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $485,481,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $101,924,000 | 64 |
| Other retirement accounts, non-managed assets | $55,661,000 | 78 |
| Corporate trust and agency accounts, non-managed assets | $621,735,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $16,949,000 | 86 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,731,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,208,072,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $55,661,000 | 73 |
| 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 | $13,783,578,000 | 49 |
| Managed Assets ($) | $12,080,308,000 | 32 |
| Personal trust and agency accounts, managed assets | $5,973,452,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $530,107,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $33,361,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $244,318,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $4,539,506,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $759,528,000 | 31 |
| Other fiduciary accounts, managed assets | $36,000 | 193 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $244,318,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
| Non-managed Assets ($) | $1,703,270,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $278,369,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $436,374,000 | 64 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,321,000 | 64 |
| Other retirement accounts, non-managed assets | $58,311,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $768,534,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $16,180,000 | 105 |
| Foundation and endowment trust and agency accounts, non-managed assets | $51,181,000 | 42 |
| Other fiduciary accounts, non-managed assets | $0 | 166 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,148,315,000 | 88 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,311,000 | 67 |
| 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 | $14,528,751,000 | 49 |
| Managed Assets ($) | $12,871,042,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,246,248,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $584,509,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $36,980,000 | 97 |
| Other employee benefit and retirement-related accounts, managed assets | $264,799,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $4,883,955,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $854,515,000 | 31 |
| Other fiduciary accounts, managed assets | $36,000 | 111 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $264,799,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,657,709,000 | 80 |
| Personal trust and agency accounts, non-managed assets | $282,376,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $484,376,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,483,000 | 63 |
| Other retirement accounts, non-managed assets | $58,332,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $641,190,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $17,521,000 | 85 |
| Foundation and endowment trust and agency accounts, non-managed assets | $57,431,000 | 39 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,207,210,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,332,000 | 70 |
| 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 | $14,177,261,000 | 48 |
| Managed Assets ($) | $12,415,340,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,036,789,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $577,156,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $35,874,000 | 99 |
| Other employee benefit and retirement-related accounts, managed assets | $252,454,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $4,717,796,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $795,235,000 | 30 |
| Other fiduciary accounts, managed assets | $36,000 | 106 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $252,454,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,761,921,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $315,734,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $474,920,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,385,000 | 65 |
| Other retirement accounts, non-managed assets | $56,996,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $657,107,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $89,367,000 | 40 |
| Foundation and endowment trust and agency accounts, non-managed assets | $54,412,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,389,460,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $56,996,000 | 71 |
| 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 | $14,120,068,000 | 49 |
| Managed Assets ($) | $12,364,871,000 | 33 |
| Personal trust and agency accounts, managed assets | $6,128,901,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $584,968,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $35,736,000 | 100 |
| Other employee benefit and retirement-related accounts, managed assets | $240,418,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $4,575,296,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $799,425,000 | 29 |
| Other fiduciary accounts, managed assets | $127,000 | 105 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $240,418,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,755,197,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $303,279,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $469,256,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,823,000 | 64 |
| Other retirement accounts, non-managed assets | $57,244,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $666,867,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $87,878,000 | 42 |
| Foundation and endowment trust and agency accounts, non-managed assets | $56,850,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,335,535,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $57,244,000 | 70 |
| 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 | $14,060,690,000 | 50 |
| Managed Assets ($) | $12,215,278,000 | 34 |
| Personal trust and agency accounts, managed assets | $6,063,242,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $599,346,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $35,954,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $234,767,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $4,505,675,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $776,164,000 | 29 |
| Other fiduciary accounts, managed assets | $130,000 | 178 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $234,767,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
| Non-managed Assets ($) | $1,845,412,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $366,334,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $474,167,000 | 59 |
| Employee benefit-defined benefit accounts, non-managed Assets | $117,095,000 | 63 |
| Other retirement accounts, non-managed assets | $58,873,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $693,638,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $75,336,000 | 47 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,969,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 176 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,356,515,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,873,000 | 71 |
| 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 | $13,966,071,000 | 50 |
| Managed Assets ($) | $11,564,683,000 | 35 |
| Personal trust and agency accounts, managed assets | $5,684,552,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $590,457,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $34,818,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $229,139,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $4,280,342,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $739,930,000 | 29 |
| Other fiduciary accounts, managed assets | $5,445,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $229,139,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,401,388,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $286,837,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $462,599,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,913,000 | 60 |
| Other retirement accounts, non-managed assets | $58,242,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $1,286,030,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $134,740,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $57,027,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,333,662,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,242,000 | 67 |
| 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 | $13,504,013,000 | 50 |
| Managed Assets ($) | $11,086,761,000 | 35 |
| Personal trust and agency accounts, managed assets | $5,498,485,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $577,274,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $33,728,000 | 101 |
| Other employee benefit and retirement-related accounts, managed assets | $215,198,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $4,044,445,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $710,754,000 | 31 |
| Other fiduciary accounts, managed assets | $6,877,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $215,198,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,417,252,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $269,398,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $436,947,000 | 61 |
| Employee benefit-defined benefit accounts, non-managed Assets | $110,713,000 | 62 |
| Other retirement accounts, non-managed assets | $57,542,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $1,328,890,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $158,199,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,563,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,359,662,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $57,542,000 | 70 |
| 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 | $12,877,039,000 | 50 |
| Managed Assets ($) | $10,626,842,000 | 35 |
| Personal trust and agency accounts, managed assets | $5,234,503,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $572,168,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $32,871,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $211,128,000 | 80 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $3,877,061,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $689,049,000 | 34 |
| Other fiduciary accounts, managed assets | $10,062,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $211,128,000 | 72 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,250,197,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $266,568,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $421,833,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,847,000 | 61 |
| Other retirement accounts, non-managed assets | $58,572,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $1,195,729,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $142,631,000 | 30 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,017,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,278,136,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $58,572,000 | 65 |
| 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 | $12,296,634,000 | 50 |
| Managed Assets ($) | $10,032,114,000 | 35 |
| Personal trust and agency accounts, managed assets | $5,079,324,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $558,936,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $31,733,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $203,161,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $3,496,300,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $652,280,000 | 32 |
| Other fiduciary accounts, managed assets | $10,380,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $203,161,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
| Non-managed Assets ($) | $2,264,520,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $271,493,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $405,607,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,737,000 | 62 |
| Other retirement accounts, non-managed assets | $60,294,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $1,214,270,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $152,765,000 | 26 |
| Foundation and endowment trust and agency accounts, non-managed assets | $53,354,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 181 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,266,754,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $60,294,000 | 65 |
| 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 | $12,124,329,000 | 50 |
| Managed Assets ($) | $9,928,945,000 | 35 |
| Personal trust and agency accounts, managed assets | $5,064,911,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $571,796,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $31,686,000 | 102 |
| Other employee benefit and retirement-related accounts, managed assets | $194,581,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,401,207,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $655,173,000 | 31 |
| Other fiduciary accounts, managed assets | $9,591,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $194,581,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,195,384,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $309,394,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $398,685,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,239,000 | 61 |
| Other retirement accounts, non-managed assets | $60,301,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $1,113,447,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $142,974,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $63,344,000 | 35 |
| Other fiduciary accounts, non-managed assets | $0 | 98 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,211,024,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $60,301,000 | 64 |
| 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 | $12,168,686,000 | 51 |
| Managed Assets ($) | $9,996,655,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,179,031,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $575,484,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $30,938,000 | 103 |
| Other employee benefit and retirement-related accounts, managed assets | $187,738,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $3,369,294,000 | 35 |
| Foundation and endowment trust and agency accounts, managed assets | $642,746,000 | 31 |
| Other fiduciary accounts, managed assets | $11,424,000 | 47 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $187,738,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,172,031,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $304,341,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $373,174,000 | 66 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,785,000 | 62 |
| Other retirement accounts, non-managed assets | $59,575,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $1,123,912,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $140,748,000 | 32 |
| Foundation and endowment trust and agency accounts, non-managed assets | $63,496,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 97 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,226,244,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $59,575,000 | 65 |
| 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 | $12,056,590,000 | 49 |
| Managed Assets ($) | $9,916,948,000 | 36 |
| Personal trust and agency accounts, managed assets | $5,169,919,000 | 21 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $573,482,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $30,718,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $182,954,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $3,317,030,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $630,960,000 | 31 |
| Other fiduciary accounts, managed assets | $11,885,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $182,954,000 | 77 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,139,642,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $301,072,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $370,499,000 | 67 |
| Employee benefit-defined benefit accounts, non-managed Assets | $104,055,000 | 63 |
| Other retirement accounts, non-managed assets | $64,327,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $1,096,712,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $141,751,000 | 31 |
| Foundation and endowment trust and agency accounts, non-managed assets | $61,226,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,132,302,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,327,000 | 63 |
| 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 | $12,000,837,000 | 51 |
| Managed Assets ($) | $9,752,216,000 | 35 |
| Personal trust and agency accounts, managed assets | $5,079,082,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $585,309,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $31,462,000 | 105 |
| Other employee benefit and retirement-related accounts, managed assets | $180,604,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $3,261,129,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $601,951,000 | 31 |
| Other fiduciary accounts, managed assets | $12,679,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $180,604,000 | 74 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
| Non-managed Assets ($) | $2,248,621,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $294,323,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $438,431,000 | 60 |
| Employee benefit-defined benefit accounts, non-managed Assets | $102,373,000 | 66 |
| Other retirement accounts, non-managed assets | $67,893,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $1,146,645,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $138,794,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,162,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 183 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,091,866,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $67,893,000 | 62 |
| 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 | $11,617,979,000 | 50 |
| Managed Assets ($) | $9,399,765,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,845,408,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $648,485,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $31,180,000 | 104 |
| Other employee benefit and retirement-related accounts, managed assets | $174,671,000 | 81 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $3,151,744,000 | 36 |
| Foundation and endowment trust and agency accounts, managed assets | $547,323,000 | 31 |
| Other fiduciary accounts, managed assets | $954,000 | 90 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $174,671,000 | 73 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,218,214,000 | 66 |
| Personal trust and agency accounts, non-managed assets | $263,538,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $419,708,000 | 63 |
| Employee benefit-defined benefit accounts, non-managed Assets | $118,857,000 | 61 |
| Other retirement accounts, non-managed assets | $66,525,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $1,156,878,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $135,248,000 | 27 |
| Foundation and endowment trust and agency accounts, non-managed assets | $57,460,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 100 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,076,402,000 | 82 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $66,525,000 | 61 |
| 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 | $11,949,122,000 | 51 |
| Managed Assets ($) | $9,435,331,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,880,568,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $557,983,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $73,142,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $178,092,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $3,178,189,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $566,316,000 | 34 |
| Other fiduciary accounts, managed assets | $1,041,000 | 91 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $178,092,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,513,791,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $268,528,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $559,712,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,296,000 | 62 |
| Other retirement accounts, non-managed assets | $65,809,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $1,306,950,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $135,085,000 | 28 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,411,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 107 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,086,340,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $65,809,000 | 63 |
| 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 | $12,146,724,000 | 51 |
| Managed Assets ($) | $9,544,470,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,964,224,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $554,848,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $77,406,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $172,102,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $3,197,574,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $577,270,000 | 33 |
| Other fiduciary accounts, managed assets | $1,046,000 | 93 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $172,102,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,602,254,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $271,404,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $565,914,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $127,250,000 | 61 |
| Other retirement accounts, non-managed assets | $68,871,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $1,303,317,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $201,950,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $63,548,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,078,340,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $68,871,000 | 64 |
| 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 | $12,086,373,000 | 49 |
| Managed Assets ($) | $9,368,963,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,921,689,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $543,731,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $74,037,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $171,375,000 | 84 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $3,089,403,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $567,689,000 | 34 |
| Other fiduciary accounts, managed assets | $1,039,000 | 138 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $171,375,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
| Non-managed Assets ($) | $2,717,410,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $264,522,000 | 63 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $563,388,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $126,412,000 | 60 |
| Other retirement accounts, non-managed assets | $66,157,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $1,442,753,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $189,496,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $64,682,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 200 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,054,264,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $86,157,000 | 58 |
| 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 | $11,742,163,000 | 49 |
| Managed Assets ($) | $9,141,971,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,871,059,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $558,763,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $76,981,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $161,060,000 | 85 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $2,906,116,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $566,601,000 | 33 |
| Other fiduciary accounts, managed assets | $1,391,000 | 87 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $161,060,000 | 76 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,600,192,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $268,033,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $540,838,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $119,835,000 | 59 |
| Other retirement accounts, non-managed assets | $65,793,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $1,332,519,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $209,353,000 | 23 |
| Foundation and endowment trust and agency accounts, non-managed assets | $63,821,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 102 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,047,767,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $65,793,000 | 64 |
| 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 | $11,100,508,000 | 52 |
| Managed Assets ($) | $9,188,459,000 | 36 |
| Personal trust and agency accounts, managed assets | $4,906,423,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $578,849,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $78,377,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $161,226,000 | 83 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,873,115,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $589,042,000 | 30 |
| Other fiduciary accounts, managed assets | $1,427,000 | 84 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $161,226,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,912,049,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $269,906,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $544,081,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $120,064,000 | 58 |
| Other retirement accounts, non-managed assets | $65,468,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $642,726,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $204,785,000 | 24 |
| Foundation and endowment trust and agency accounts, non-managed assets | $65,019,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,045,051,000 | 83 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $65,468,000 | 64 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,532,750,000 | 52 |
| Managed Assets ($) | $8,777,835,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,634,051,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $573,960,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $78,073,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $153,584,000 | 86 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $2,760,765,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | $575,953,000 | 30 |
| Other fiduciary accounts, managed assets | $1,449,000 | 79 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $153,584,000 | 75 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,754,915,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $264,140,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $531,051,000 | 57 |
| Employee benefit-defined benefit accounts, non-managed Assets | $117,501,000 | 59 |
| Other retirement accounts, non-managed assets | $65,781,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $511,166,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $196,880,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $68,396,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,048,621,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $65,781,000 | 67 |
| 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 | $10,559,597,000 | 52 |
| Managed Assets ($) | $8,832,510,000 | 37 |
| Personal trust and agency accounts, managed assets | $4,743,851,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $583,834,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $81,705,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $155,887,000 | 82 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $2,686,139,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | $579,541,000 | 30 |
| Other fiduciary accounts, managed assets | $1,553,000 | 122 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $155,887,000 | 71 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,727,087,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $261,411,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $525,668,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $116,503,000 | 59 |
| Other retirement accounts, non-managed assets | $66,706,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $495,487,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $194,035,000 | 22 |
| Foundation and endowment trust and agency accounts, non-managed assets | $67,277,000 | 37 |
| Other fiduciary accounts, non-managed assets | $0 | 197 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $986,392,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $66,706,000 | 73 |
| 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 | $9,392,715,000 | 54 |
| Managed Assets ($) | $7,660,216,000 | 39 |
| Personal trust and agency accounts, managed assets | $4,554,043,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $558,430,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $82,669,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $156,664,000 | 78 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $1,740,119,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $562,837,000 | 30 |
| Other fiduciary accounts, managed assets | $5,454,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $156,664,000 | 67 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,732,499,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $266,241,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $506,169,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,070,000 | 61 |
| Other retirement accounts, non-managed assets | $65,210,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $530,086,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $189,851,000 | 20 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,872,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 99 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,085,069,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $65,210,000 | 70 |
| 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 | $9,056,814,000 | 53 |
| Managed Assets ($) | $7,389,637,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,352,606,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $535,801,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $77,998,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $152,656,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $1,712,827,000 | 49 |
| Foundation and endowment trust and agency accounts, managed assets | $556,031,000 | 31 |
| Other fiduciary accounts, managed assets | $1,718,000 | 78 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $152,656,000 | 63 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,667,177,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $266,553,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $489,566,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $109,271,000 | 58 |
| Other retirement accounts, non-managed assets | $64,303,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $483,630,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $203,715,000 | 21 |
| Foundation and endowment trust and agency accounts, non-managed assets | $50,139,000 | 38 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,057,260,000 | 87 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,303,000 | 72 |
| 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 | $9,138,401,000 | 55 |
| Managed Assets ($) | $7,437,688,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,386,034,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $548,277,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $77,975,000 | 77 |
| Other employee benefit and retirement-related accounts, managed assets | $147,207,000 | 79 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $1,706,281,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $570,363,000 | 31 |
| Other fiduciary accounts, managed assets | $1,551,000 | 80 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | $147,207,000 | 69 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,700,713,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $283,775,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $507,191,000 | 54 |
| Employee benefit-defined benefit accounts, non-managed Assets | $107,474,000 | 57 |
| Other retirement accounts, non-managed assets | $64,627,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $435,531,000 | 42 |
| Investment management and advisory agency accounts, non-managed assets | $251,351,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $50,764,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,065,357,000 | 84 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | $64,627,000 | 68 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,672,187,000 | 55 |
| Managed Assets ($) | $7,071,436,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,207,873,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $529,313,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $72,077,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $143,169,000 | 76 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $1,549,497,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $540,953,000 | 30 |
| Other fiduciary accounts, managed assets | $28,554,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $143,169,000 | 65 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
| Non-managed Assets ($) | $1,600,751,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $279,068,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $486,372,000 | 56 |
| Employee benefit-defined benefit accounts, non-managed Assets | $103,496,000 | 58 |
| Other retirement accounts, non-managed assets | $65,417,000 | 63 |
| Corporate trust and agency accounts, non-managed assets | $413,412,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | $197,945,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,041,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 202 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $981,315,000 | 89 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,418,000 | 71 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,801,207,000 | 54 |
| Managed Assets ($) | $7,201,538,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,334,236,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $513,336,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $75,189,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $143,371,000 | 74 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $1,565,682,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $542,599,000 | 29 |
| Other fiduciary accounts, managed assets | $27,125,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $143,371,000 | 62 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,599,669,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $234,987,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $513,537,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $103,613,000 | 58 |
| Other retirement accounts, non-managed assets | $64,713,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $433,854,000 | 40 |
| Investment management and advisory agency accounts, non-managed assets | $193,653,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $55,312,000 | 32 |
| Other fiduciary accounts, non-managed assets | $0 | 96 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $985,964,000 | 85 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $64,714,000 | 60 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,834,344,000 | 53 |
| Managed Assets ($) | $7,167,829,000 | 39 |
| Personal trust and agency accounts, managed assets | $4,285,662,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $500,770,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $72,091,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $144,162,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $1,555,633,000 | 47 |
| Foundation and endowment trust and agency accounts, managed assets | $599,170,000 | 28 |
| Other fiduciary accounts, managed assets | $10,341,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $144,161,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,666,515,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $251,139,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $500,878,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,724,000 | 57 |
| Other retirement accounts, non-managed assets | $65,179,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $471,297,000 | 39 |
| Investment management and advisory agency accounts, non-managed assets | $224,111,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $53,187,000 | 32 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,282,056,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $65,180,000 | 58 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,898,035,000 | 53 |
| Managed Assets ($) | $7,099,844,000 | 39 |
| Personal trust and agency accounts, managed assets | $4,186,137,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $529,564,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $73,990,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $145,356,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $1,527,004,000 | 48 |
| Foundation and endowment trust and agency accounts, managed assets | $623,655,000 | 27 |
| Other fiduciary accounts, managed assets | $14,138,000 | 42 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $145,356,000 | 60 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,798,191,000 | 65 |
| Personal trust and agency accounts, non-managed assets | $247,645,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $523,451,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,155,000 | 58 |
| Other retirement accounts, non-managed assets | $64,484,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $582,342,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $227,388,000 | 16 |
| Foundation and endowment trust and agency accounts, non-managed assets | $52,726,000 | 31 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,502,873,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $64,484,000 | 57 |
| 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 | $8,688,414,000 | 54 |
| Managed Assets ($) | $6,809,884,000 | 39 |
| Personal trust and agency accounts, managed assets | $3,946,040,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $472,801,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $71,013,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $148,118,000 | 67 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $1,440,893,000 | 51 |
| Foundation and endowment trust and agency accounts, managed assets | $713,200,000 | 22 |
| Other fiduciary accounts, managed assets | $17,819,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $134,091,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
| Non-managed Assets ($) | $1,878,530,000 | 61 |
| Personal trust and agency accounts, non-managed assets | $300,193,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $579,060,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $96,875,000 | 61 |
| Other retirement accounts, non-managed assets | $66,581,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $503,424,000 | 38 |
| Investment management and advisory agency accounts, non-managed assets | $249,369,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $83,028,000 | 24 |
| Other fiduciary accounts, non-managed assets | $0 | 219 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,473,424,000 | 81 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $66,581,000 | 61 |
| 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 | $8,643,374,000 | 55 |
| Managed Assets ($) | $6,676,471,000 | 42 |
| Personal trust and agency accounts, managed assets | $4,330,090,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $466,994,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $66,187,000 | 76 |
| Other employee benefit and retirement-related accounts, managed assets | $153,330,000 | 63 |
| Corporate trust and agency accounts, managed assets | $34,000 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $1,103,202,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $538,643,000 | 28 |
| Other fiduciary accounts, managed assets | $17,991,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $131,564,000 | 58 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,966,903,000 | 58 |
| Personal trust and agency accounts, non-managed assets | $298,125,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $692,744,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,001,000 | 60 |
| Other retirement accounts, non-managed assets | $72,315,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $540,076,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | $60,008,000 | 33 |
| Foundation and endowment trust and agency accounts, non-managed assets | $210,634,000 | 14 |
| Other fiduciary accounts, non-managed assets | $0 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,488,980,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $65,364,000 | 55 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,141,898,000 | 57 |
| Managed Assets ($) | $7,096,522,000 | 43 |
| Personal trust and agency accounts, managed assets | $4,568,382,000 | 22 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $545,813,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $88,806,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $164,744,000 | 64 |
| Corporate trust and agency accounts, managed assets | $1,836,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $1,139,944,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | $570,732,000 | 27 |
| Other fiduciary accounts, managed assets | $16,265,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $140,680,000 | 61 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,045,376,000 | 60 |
| Personal trust and agency accounts, non-managed assets | $295,470,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $785,416,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,776,000 | 63 |
| Other retirement accounts, non-managed assets | $74,658,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $590,445,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $215,611,000 | 14 |
| Other fiduciary accounts, non-managed assets | $0 | 103 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,606,039,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $66,721,000 | 56 |
| 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 | $9,115,042,000 | 56 |
| Managed Assets ($) | $7,484,433,000 | 42 |
| Personal trust and agency accounts, managed assets | $4,550,524,000 | 23 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $391,120,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $89,047,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $176,647,000 | 58 |
| Corporate trust and agency accounts, managed assets | $594,578,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $1,099,302,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | $575,359,000 | 27 |
| Other fiduciary accounts, managed assets | $7,856,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $144,667,000 | 59 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,630,609,000 | 68 |
| Personal trust and agency accounts, non-managed assets | $299,437,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $960,801,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,918,000 | 60 |
| Other retirement accounts, non-managed assets | $66,641,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $740,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $215,072,000 | 14 |
| Other fiduciary accounts, non-managed assets | $0 | 105 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,617,419,000 | 78 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $66,643,000 | 57 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,785,962,000 | 55 |
| Managed Assets ($) | $7,767,593,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,286,350,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $382,222,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $84,203,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $170,164,000 | 60 |
| Corporate trust and agency accounts, managed assets | $1,046,335,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $1,281,818,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $508,913,000 | 28 |
| Other fiduciary accounts, managed assets | $7,588,000 | 64 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $139,093,000 | 56 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
| Non-managed Assets ($) | $1,018,369,000 | 89 |
| Personal trust and agency accounts, non-managed assets | $296,221,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $525,349,000 | 51 |
| Employee benefit-defined benefit accounts, non-managed Assets | $85,436,000 | 61 |
| Other retirement accounts, non-managed assets | $67,303,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $706,000 | 197 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,354,000 | 36 |
| Other fiduciary accounts, non-managed assets | $0 | 232 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,595,997,000 | 80 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $67,303,000 | 64 |
| 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 | $8,354,454,000 | 55 |
| Managed Assets ($) | $7,357,117,000 | 40 |
| Personal trust and agency accounts, managed assets | $4,088,795,000 | 24 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $371,957,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $80,556,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $166,697,000 | 58 |
| Corporate trust and agency accounts, managed assets | $934,703,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $1,220,100,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | $485,607,000 | 28 |
| Other fiduciary accounts, managed assets | $8,702,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $136,530,000 | 54 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $997,337,000 | 88 |
| Personal trust and agency accounts, non-managed assets | $293,644,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $507,242,000 | 50 |
| Employee benefit-defined benefit accounts, non-managed Assets | $83,278,000 | 63 |
| Other retirement accounts, non-managed assets | $68,696,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $777,000 | 117 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,700,000 | 34 |
| Other fiduciary accounts, non-managed assets | $0 | 108 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,537,681,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $68,695,000 | 55 |
| 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 | $7,844,492,000 | 55 |
| Managed Assets ($) | $6,871,917,000 | 40 |
| Personal trust and agency accounts, managed assets | $3,728,118,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $353,453,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $76,000,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $153,634,000 | 58 |
| Corporate trust and agency accounts, managed assets | $913,120,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $1,195,163,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | $442,389,000 | 27 |
| Other fiduciary accounts, managed assets | $10,040,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $125,112,000 | 53 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $972,575,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $284,503,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $497,729,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $79,894,000 | 63 |
| Other retirement accounts, non-managed assets | $67,511,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $743,000 | 119 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,195,000 | 33 |
| Other fiduciary accounts, non-managed assets | $0 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,452,412,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $67,511,000 | 52 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $7,519,301,000 | 58 |
| Managed Assets ($) | $6,317,943,000 | 41 |
| Personal trust and agency accounts, managed assets | $3,966,003,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $447,246,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $9,972,000 | 149 |
| Other employee benefit and retirement-related accounts, managed assets | $157,761,000 | 57 |
| Corporate trust and agency accounts, managed assets | $1,773,000 | 62 |
| Investment management and investment advisory agency accounts, managed assets | $150,282,000 | 192 |
| Foundation and endowment trust and agency accounts, managed assets | $1,575,844,000 | 12 |
| Other fiduciary accounts, managed assets | $9,062,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $127,790,000 | 51 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,201,358,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $291,959,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $620,130,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,725,000 | 88 |
| Other retirement accounts, non-managed assets | $45,158,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $849,000 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $217,537,000 | 14 |
| Other fiduciary accounts, non-managed assets | $0 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,407,908,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $45,156,000 | 65 |
| 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 | $7,782,344,000 | 58 |
| Managed Assets ($) | $6,368,708,000 | 42 |
| Personal trust and agency accounts, managed assets | $3,982,745,000 | 25 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $528,012,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $9,483,000 | 177 |
| Other employee benefit and retirement-related accounts, managed assets | $152,705,000 | 56 |
| Corporate trust and agency accounts, managed assets | $1,748,000 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $140,649,000 | 203 |
| Foundation and endowment trust and agency accounts, managed assets | $1,541,401,000 | 13 |
| Other fiduciary accounts, managed assets | $11,965,000 | 49 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $123,597,000 | 55 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
| Non-managed Assets ($) | $1,413,636,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $291,575,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $831,572,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $31,021,000 | 92 |
| Other retirement accounts, non-managed assets | $45,896,000 | 85 |
| Corporate trust and agency accounts, non-managed assets | $815,000 | 207 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $212,757,000 | 13 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,435,332,000 | 79 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $45,897,000 | 86 |
| 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 | $7,079,313,000 | 60 |
| Managed Assets ($) | $5,957,424,000 | 45 |
| Personal trust and agency accounts, managed assets | $3,496,417,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $418,909,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $73,381,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $148,498,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $1,811,606,000 | 52 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $8,613,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,121,889,000 | 84 |
| Personal trust and agency accounts, non-managed assets | $281,495,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $731,661,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $78,128,000 | 65 |
| Other retirement accounts, non-managed assets | $30,253,000 | 92 |
| Corporate trust and agency accounts, non-managed assets | $311,000 | 128 |
| 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 | $41,000 | 106 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,320,749,000 | 84 |
| 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 | $6,645,272,000 | 61 |
| Managed Assets ($) | $5,606,641,000 | 47 |
| Personal trust and agency accounts, managed assets | $3,294,668,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $397,026,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $66,122,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $134,930,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $1,702,118,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $11,777,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,038,631,000 | 86 |
| Personal trust and agency accounts, non-managed assets | $258,456,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $657,284,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $91,296,000 | 63 |
| Other retirement accounts, non-managed assets | $29,447,000 | 93 |
| Corporate trust and agency accounts, non-managed assets | $2,126,000 | 108 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $22,000 | 110 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,267,576,000 | 88 |
| 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 | $6,303,662,000 | 60 |
| Managed Assets ($) | $5,345,240,000 | 47 |
| Personal trust and agency accounts, managed assets | $3,095,615,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $348,367,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $58,732,000 | 78 |
| Other employee benefit and retirement-related accounts, managed assets | $124,138,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $1,704,831,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,557,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $958,422,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $252,044,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $586,043,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $86,182,000 | 63 |
| Other retirement accounts, non-managed assets | $27,909,000 | 89 |
| Corporate trust and agency accounts, non-managed assets | $6,243,000 | 94 |
| 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 | $1,000 | 115 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,509,166,000 | 83 |
| 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 | $6,789,684,000 | 62 |
| Managed Assets ($) | $5,776,867,000 | 46 |
| Personal trust and agency accounts, managed assets | $3,422,983,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $339,613,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $65,524,000 | 72 |
| Other employee benefit and retirement-related accounts, managed assets | $129,721,000 | 63 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $1,805,670,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $13,356,000 | 57 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,012,817,000 | 85 |
| Personal trust and agency accounts, non-managed assets | $273,749,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $616,870,000 | 45 |
| Employee benefit-defined benefit accounts, non-managed Assets | $87,269,000 | 69 |
| Other retirement accounts, non-managed assets | $32,629,000 | 104 |
| Corporate trust and agency accounts, non-managed assets | $2,239,000 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $61,000 | 215 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,772,544,000 | 83 |
| 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 | $7,740,756,000 | 62 |
| Managed Assets ($) | $6,596,379,000 | 47 |
| Personal trust and agency accounts, managed assets | $3,970,405,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $382,738,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $77,193,000 | 70 |
| Other employee benefit and retirement-related accounts, managed assets | $165,481,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $1,986,226,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $14,336,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,144,377,000 | 87 |
| Personal trust and agency accounts, non-managed assets | $297,232,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $708,069,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,840,000 | 69 |
| Other retirement accounts, non-managed assets | $39,309,000 | 87 |
| Corporate trust and agency accounts, non-managed assets | $5,924,000 | 101 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,000 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,025,412,000 | 80 |
| 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 | $8,223,759,000 | 66 |
| Managed Assets ($) | $7,069,663,000 | 49 |
| Personal trust and agency accounts, managed assets | $4,437,400,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $498,523,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $83,454,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $171,144,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $1,862,531,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,611,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,154,096,000 | 93 |
| Personal trust and agency accounts, non-managed assets | $280,835,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $761,946,000 | 47 |
| Employee benefit-defined benefit accounts, non-managed Assets | $10,056,000 | 119 |
| Other retirement accounts, non-managed assets | $94,427,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $5,995,000 | 102 |
| 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 | $837,000 | 101 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,191,029,000 | 83 |
| 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 | $9,038,270,000 | 62 |
| Managed Assets ($) | $7,952,583,000 | 46 |
| Personal trust and agency accounts, managed assets | $4,407,395,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $679,274,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $84,601,000 | 73 |
| Other employee benefit and retirement-related accounts, managed assets | $172,427,000 | 59 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $2,591,738,000 | 50 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $17,148,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,085,687,000 | 96 |
| Personal trust and agency accounts, non-managed assets | $281,953,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $596,465,000 | 53 |
| Employee benefit-defined benefit accounts, non-managed Assets | $106,525,000 | 74 |
| Other retirement accounts, non-managed assets | $94,023,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $6,677,000 | 97 |
| 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 | $44,000 | 120 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,169,947,000 | 81 |
| 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 | $8,773,738,000 | 62 |
| Managed Assets ($) | $7,230,209,000 | 48 |
| Personal trust and agency accounts, managed assets | $4,505,379,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $315,404,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $90,506,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $174,833,000 | 56 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $2,127,307,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $16,780,000 | 65 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,543,529,000 | 82 |
| Personal trust and agency accounts, non-managed assets | $365,964,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $954,052,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,129,000 | 75 |
| Other retirement accounts, non-managed assets | $104,649,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $6,572,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $163,000 | 189 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,142,550,000 | 83 |
| 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 | $9,254,815,000 | 58 |
| Managed Assets ($) | $8,387,362,000 | 47 |
| Personal trust and agency accounts, managed assets | $5,083,797,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $878,041,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $91,380,000 | 75 |
| Other employee benefit and retirement-related accounts, managed assets | $193,563,000 | 52 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $2,122,297,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $18,284,000 | 55 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $867,453,000 | 105 |
| Personal trust and agency accounts, non-managed assets | $222,220,000 | 66 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $436,795,000 | 65 |
| Employee benefit-defined benefit accounts, non-managed Assets | $112,721,000 | 77 |
| Other retirement accounts, non-managed assets | $93,606,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $1,163,000 | 126 |
| 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 | $948,000 | 93 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,364,511,000 | 78 |
| 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 | $8,980,437,000 | 63 |
| Managed Assets ($) | $8,143,985,000 | 47 |
| Personal trust and agency accounts, managed assets | $4,936,938,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $884,061,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $80,544,000 | 79 |
| Other employee benefit and retirement-related accounts, managed assets | $183,140,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $2,037,329,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $21,973,000 | 53 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $836,452,000 | 112 |
| Personal trust and agency accounts, non-managed assets | $218,938,000 | 69 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $418,418,000 | 72 |
| Employee benefit-defined benefit accounts, non-managed Assets | $102,111,000 | 81 |
| Other retirement accounts, non-managed assets | $94,875,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $1,182,000 | 133 |
| 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 | $928,000 | 91 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,424,859,000 | 78 |
| 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 | $8,904,455,000 | 62 |
| Managed Assets ($) | $8,130,890,000 | 47 |
| Personal trust and agency accounts, managed assets | $5,012,351,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $888,225,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $77,159,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $172,297,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,959,744,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $21,114,000 | 51 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $773,565,000 | 113 |
| Personal trust and agency accounts, non-managed assets | $201,530,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $376,195,000 | 73 |
| Employee benefit-defined benefit accounts, non-managed Assets | $98,707,000 | 79 |
| Other retirement accounts, non-managed assets | $94,608,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $1,561,000 | 127 |
| 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 | $964,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,278,678,000 | 77 |
| 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 | $8,576,056,000 | 63 |
| Managed Assets ($) | $7,837,738,000 | 47 |
| Personal trust and agency accounts, managed assets | $4,789,621,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $863,288,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $75,231,000 | 84 |
| Other employee benefit and retirement-related accounts, managed assets | $162,718,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $1,926,076,000 | 53 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,804,000 | 58 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $738,318,000 | 115 |
| Personal trust and agency accounts, non-managed assets | $195,537,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $346,137,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $99,331,000 | 77 |
| Other retirement accounts, non-managed assets | $95,568,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $1,700,000 | 197 |
| 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 | $45,000 | 213 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,317,469,000 | 78 |
| 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 | $8,340,025,000 | 67 |
| Managed Assets ($) | $7,639,355,000 | 50 |
| Personal trust and agency accounts, managed assets | $4,680,123,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $847,195,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $72,811,000 | 88 |
| Other employee benefit and retirement-related accounts, managed assets | $147,559,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $1,870,674,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,993,000 | 54 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $700,670,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $190,235,000 | 72 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $321,816,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $94,412,000 | 81 |
| Other retirement accounts, non-managed assets | $91,641,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $1,523,000 | 136 |
| 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 | $1,043,000 | 83 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,096,677,000 | 82 |
| 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 | $8,679,416,000 | 69 |
| Managed Assets ($) | $7,991,637,000 | 51 |
| Personal trust and agency accounts, managed assets | $5,182,022,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $819,638,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $69,710,000 | 93 |
| Other employee benefit and retirement-related accounts, managed assets | $141,749,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $1,758,013,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,505,000 | 60 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $687,779,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $184,737,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $315,935,000 | 80 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,700,000 | 86 |
| Other retirement accounts, non-managed assets | $92,351,000 | 67 |
| Corporate trust and agency accounts, non-managed assets | $1,528,000 | 138 |
| 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 | $528,000 | 95 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,946,950,000 | 85 |
| 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 | $7,960,581,000 | 70 |
| Managed Assets ($) | $7,256,703,000 | 52 |
| Personal trust and agency accounts, managed assets | $4,433,295,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $861,755,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $70,252,000 | 92 |
| Other employee benefit and retirement-related accounts, managed assets | $146,339,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $1,725,794,000 | 58 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $19,268,000 | 63 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $703,878,000 | 127 |
| Personal trust and agency accounts, non-managed assets | $208,843,000 | 75 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $312,950,000 | 83 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,545,000 | 83 |
| Other retirement accounts, non-managed assets | $86,971,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $1,547,000 | 134 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $22,000 | 113 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,013,625,000 | 84 |
| 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 | $9,355,556,000 | 69 |
| Managed Assets ($) | $6,732,620,000 | 52 |
| Personal trust and agency accounts, managed assets | $4,384,435,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $752,508,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $76,509,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $147,730,000 | 61 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $1,371,438,000 | 66 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 314 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,622,936,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $2,041,640,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $328,414,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $93,634,000 | 84 |
| Other retirement accounts, non-managed assets | $157,705,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $1,543,000 | 210 |
| 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 | $2,200,854,000 | 79 |
| 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 | $7,536,988,000 | 73 |
| Managed Assets ($) | $6,806,368,000 | 54 |
| Personal trust and agency accounts, managed assets | $4,345,377,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $763,977,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $75,834,000 | 82 |
| Other employee benefit and retirement-related accounts, managed assets | $139,240,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $1,481,940,000 | 62 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 134 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $730,620,000 | 124 |
| Personal trust and agency accounts, non-managed assets | $170,601,000 | 80 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $316,564,000 | 81 |
| Employee benefit-defined benefit accounts, non-managed Assets | $92,695,000 | 85 |
| Other retirement accounts, non-managed assets | $149,223,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $1,537,000 | 138 |
| 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 | $2,015,429,000 | 80 |
| 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 | $7,475,928,000 | 71 |
| Managed Assets ($) | $6,726,084,000 | 52 |
| Personal trust and agency accounts, managed assets | $4,285,496,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $732,366,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $73,518,000 | 80 |
| Other employee benefit and retirement-related accounts, managed assets | $163,654,000 | 55 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $1,471,050,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 139 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $749,844,000 | 118 |
| Personal trust and agency accounts, non-managed assets | $171,073,000 | 79 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $325,834,000 | 77 |
| Employee benefit-defined benefit accounts, non-managed Assets | $111,138,000 | 79 |
| Other retirement accounts, non-managed assets | $140,259,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $1,540,000 | 141 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 135 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,049,561,000 | 78 |
| 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 | $7,585,378,000 | 74 |
| Managed Assets ($) | $6,797,444,000 | 52 |
| Personal trust and agency accounts, managed assets | $4,238,449,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $740,896,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $72,515,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $174,205,000 | 57 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $1,571,379,000 | 61 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $787,934,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $164,777,000 | 82 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $370,111,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $113,559,000 | 81 |
| Other retirement accounts, non-managed assets | $137,971,000 | 54 |
| Corporate trust and agency accounts, non-managed assets | $1,516,000 | 137 |
| 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 | $1,721,861,000 | 87 |
| 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 | $7,561,587,000 | 74 |
| Managed Assets ($) | $6,711,320,000 | 52 |
| Personal trust and agency accounts, managed assets | $4,218,439,000 | 34 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $707,637,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $75,910,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $155,117,000 | 61 |
| Corporate trust and agency accounts, managed assets | $1,526,000 | 154 |
| Investment management and investment advisory agency accounts, managed assets | $1,552,691,000 | 62 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $850,267,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $166,986,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $383,901,000 | 76 |
| Employee benefit-defined benefit accounts, non-managed Assets | $187,719,000 | 68 |
| Other retirement accounts, non-managed assets | $111,661,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $0 | 395 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 281 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,494,055,000 | 93 |
| 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 | $7,321,464,000 | 72 |
| Managed Assets ($) | $6,516,435,000 | 53 |
| Personal trust and agency accounts, managed assets | $4,181,346,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $674,371,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $68,079,000 | 85 |
| Other employee benefit and retirement-related accounts, managed assets | $147,571,000 | 62 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $1,445,068,000 | 63 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $805,029,000 | 121 |
| Personal trust and agency accounts, non-managed assets | $146,051,000 | 88 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $371,464,000 | 75 |
| Employee benefit-defined benefit accounts, non-managed Assets | $184,286,000 | 66 |
| Other retirement accounts, non-managed assets | $103,204,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $24,000 | 178 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,406,022,000 | 100 |
| 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 | $7,480,946,000 | 71 |
| Managed Assets ($) | $6,553,646,000 | 54 |
| Personal trust and agency accounts, managed assets | $4,122,309,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $678,136,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $66,028,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $152,164,000 | 60 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $1,535,009,000 | 62 |
| 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 | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $927,300,000 | 119 |
| Personal trust and agency accounts, non-managed assets | $149,812,000 | 86 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $504,274,000 | 69 |
| Employee benefit-defined benefit accounts, non-managed Assets | $187,795,000 | 67 |
| Other retirement accounts, non-managed assets | $85,395,000 | 70 |
| Corporate trust and agency accounts, non-managed assets | $24,000 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 125 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,438,438,000 | 98 |
| 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 | $7,236,016,000 | 73 |
| Managed Assets ($) | $6,384,025,000 | 54 |
| Personal trust and agency accounts, managed assets | $4,147,276,000 | 36 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $696,999,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $108,199,000 | 74 |
| Other employee benefit and retirement-related accounts, managed assets | $143,333,000 | 64 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $1,288,218,000 | 68 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $851,991,000 | 120 |
| Personal trust and agency accounts, non-managed assets | $154,135,000 | 85 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $475,872,000 | 71 |
| Employee benefit-defined benefit accounts, non-managed Assets | $125,636,000 | 77 |
| Other retirement accounts, non-managed assets | $96,324,000 | 68 |
| Corporate trust and agency accounts, non-managed assets | $24,000 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 133 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,438,438,000 | 100 |
| 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 | $8,171,108,000 | 69 |
| Managed Assets ($) | $7,576,179,000 | 49 |
| Personal trust and agency accounts, managed assets | $4,202,173,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $644,202,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $90,560,000 | 81 |
| Other employee benefit and retirement-related accounts, managed assets | $143,135,000 | 65 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $2,496,109,000 | 50 |
| 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 | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $594,929,000 | 142 |
| Personal trust and agency accounts, non-managed assets | $81,833,000 | 118 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $296,080,000 | 88 |
| Employee benefit-defined benefit accounts, non-managed Assets | $115,857,000 | 79 |
| Other retirement accounts, non-managed assets | $99,178,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $1,981,000 | 238 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 284 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,618,995,000 | 98 |
| 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 | $7,702,949,000 | 73 |
| Managed Assets ($) | $6,899,831,000 | 50 |
| Personal trust and agency accounts, managed assets | $3,890,478,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $633,088,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $75,310,000 | 90 |
| Other employee benefit and retirement-related accounts, managed assets | $116,441,000 | 71 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $2,184,514,000 | 54 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $803,118,000 | 126 |
| Personal trust and agency accounts, non-managed assets | $395,051,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $203,984,000 | 106 |
| Employee benefit-defined benefit accounts, non-managed Assets | $108,324,000 | 83 |
| Other retirement accounts, non-managed assets | $93,778,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $1,981,000 | 155 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 151 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,164,263,000 | 111 |
| 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 | $7,238,973,000 | 75 |
| Managed Assets ($) | $6,459,520,000 | 55 |
| Personal trust and agency accounts, managed assets | $3,679,038,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $612,825,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $72,620,000 | 87 |
| Other employee benefit and retirement-related accounts, managed assets | $112,484,000 | 72 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $1,982,553,000 | 56 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $779,453,000 | 128 |
| Personal trust and agency accounts, non-managed assets | $381,970,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $198,801,000 | 103 |
| Employee benefit-defined benefit accounts, non-managed Assets | $105,072,000 | 83 |
| Other retirement accounts, non-managed assets | $91,629,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $1,981,000 | 156 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 159 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,182,361,000 | 111 |
| 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 | $6,817,637,000 | 76 |
| Managed Assets ($) | $6,101,951,000 | 52 |
| Personal trust and agency accounts, managed assets | $3,402,262,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $549,476,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $65,759,000 | 89 |
| Other employee benefit and retirement-related accounts, managed assets | $111,878,000 | 73 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $1,972,576,000 | 52 |
| 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 | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $715,686,000 | 134 |
| Personal trust and agency accounts, non-managed assets | $331,404,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $174,377,000 | 104 |
| Employee benefit-defined benefit accounts, non-managed Assets | $100,628,000 | 88 |
| Other retirement accounts, non-managed assets | $107,299,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $1,978,000 | 162 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 156 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,103,152,000 | 114 |
| 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 | $4,967,270,000 | 85 |
| Managed Assets ($) | $4,274,598,000 | 65 |
| Personal trust and agency accounts, managed assets | $3,249,872,000 | 37 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $422,019,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $66,819,000 | 86 |
| Other employee benefit and retirement-related accounts, managed assets | $63,194,000 | 103 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $472,694,000 | 93 |
| 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 | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $692,672,000 | 135 |
| Personal trust and agency accounts, non-managed assets | $340,133,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $213,673,000 | 99 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,969,000 | 100 |
| Other retirement accounts, non-managed assets | $65,922,000 | 79 |
| Corporate trust and agency accounts, non-managed assets | $1,975,000 | 240 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $842,257,000 | 125 |
| 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 | $5,494,907,000 | 80 |
| Managed Assets ($) | $4,552,184,000 | 63 |
| Personal trust and agency accounts, managed assets | $3,504,745,000 | 38 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $416,960,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $62,597,000 | 95 |
| Other employee benefit and retirement-related accounts, managed assets | $115,777,000 | 77 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $452,105,000 | 84 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $942,723,000 | 114 |
| Personal trust and agency accounts, non-managed assets | $505,152,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $266,581,000 | 74 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,781,000 | 94 |
| Other retirement accounts, non-managed assets | $111,237,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $1,972,000 | 239 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,227,852,000 | 104 |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |