Home > The Northern Trust Company > Total Fiduciary and Related Assets
The Northern Trust Company, 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 | $2,141,525,289,000 | 3 |
| Managed Assets ($) | $278,570,389,000 | 5 |
| Personal trust and agency accounts, managed assets | $70,467,712,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $119,781,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $823,426,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $14,166,685,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 182 |
| Investment management and investment advisory agency accounts, managed assets | $164,648,336,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $25,546,142,000 | 4 |
| Other fiduciary accounts, managed assets | $2,798,307,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $13,419,069,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $51,491,999,000 | 3 |
| Non-managed Assets ($) | $1,862,954,900,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $45,307,073,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $585,002,691,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $769,935,725,000 | 1 |
| Other retirement accounts, non-managed assets | $95,905,361,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,914,888,000 | 1 |
| Other fiduciary accounts, non-managed assets | $324,889,162,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,910,941,604,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,072,186,997,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $844,297,000 | 26 |
| 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 | $1,988,005,551,000 | 4 |
| Managed Assets ($) | $261,259,455,000 | 5 |
| Personal trust and agency accounts, managed assets | $66,923,342,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $115,513,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $770,484,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $13,217,617,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $153,523,385,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $24,099,963,000 | 4 |
| Other fiduciary accounts, managed assets | $2,609,151,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $12,493,402,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,726,746,096,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $44,125,108,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $533,209,631,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $717,379,785,000 | 1 |
| Other retirement accounts, non-managed assets | $89,381,319,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 110 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $39,873,640,000 | 1 |
| Other fiduciary accounts, non-managed assets | $302,776,613,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,164,302,711,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,646,606,196,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $775,709,000 | 25 |
| 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 | $2,080,056,938,000 | 3 |
| Managed Assets ($) | $268,539,399,000 | 5 |
| Personal trust and agency accounts, managed assets | $69,163,834,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $123,149,000 | 69 |
| Employee benefit-defined benefit accounts, managed assets | $816,127,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $13,535,849,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 119 |
| Investment management and investment advisory agency accounts, managed assets | $157,193,280,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $25,047,619,000 | 4 |
| Other fiduciary accounts, managed assets | $2,659,541,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $12,806,608,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,811,517,539,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $43,241,046,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $526,774,306,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $783,904,410,000 | 1 |
| Other retirement accounts, non-managed assets | $94,666,197,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $41,725,872,000 | 1 |
| Other fiduciary accounts, non-managed assets | $321,205,708,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,352,442,209,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,809,537,063,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $806,030,000 | 24 |
| 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 | $2,035,801,817,000 | 3 |
| Managed Assets ($) | $261,544,166,000 | 5 |
| Personal trust and agency accounts, managed assets | $67,610,483,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,210,000 | 72 |
| Employee benefit-defined benefit accounts, managed assets | $810,221,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $13,090,528,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 69 |
| Investment management and investment advisory agency accounts, managed assets | $152,711,045,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $24,608,636,000 | 4 |
| Other fiduciary accounts, managed assets | $2,591,043,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $12,376,251,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,774,257,651,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $41,889,038,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $516,484,637,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $760,811,269,000 | 1 |
| Other retirement accounts, non-managed assets | $93,816,960,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 99 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,421,092,000 | 1 |
| Other fiduciary accounts, non-managed assets | $318,834,655,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,108,119,044,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,703,329,591,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $744,554,000 | 25 |
| 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 | $1,984,234,286,000 | 3 |
| Managed Assets ($) | $251,316,487,000 | 5 |
| Personal trust and agency accounts, managed assets | $64,380,660,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $118,355,000 | 76 |
| Employee benefit-defined benefit accounts, managed assets | $798,075,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $12,620,513,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 150 |
| Investment management and investment advisory agency accounts, managed assets | $146,815,514,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $24,101,103,000 | 4 |
| Other fiduciary accounts, managed assets | $2,482,267,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $11,907,916,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $48,554,592,000 | 2 |
| Non-managed Assets ($) | $1,732,917,799,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $41,466,860,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $512,966,953,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $742,978,838,000 | 1 |
| Other retirement accounts, non-managed assets | $91,223,288,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,673,983,000 | 1 |
| Other fiduciary accounts, non-managed assets | $303,607,877,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,811,168,556,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,543,184,412,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $719,187,000 | 29 |
| 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 | $1,887,483,740,000 | 3 |
| Managed Assets ($) | $237,992,435,000 | 5 |
| Personal trust and agency accounts, managed assets | $60,807,418,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $122,767,000 | 73 |
| Employee benefit-defined benefit accounts, managed assets | $802,594,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $11,990,195,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $139,034,513,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $22,897,996,000 | 4 |
| Other fiduciary accounts, managed assets | $2,336,952,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $11,291,767,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,649,491,305,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $43,529,550,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $479,798,942,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $720,090,756,000 | 2 |
| Other retirement accounts, non-managed assets | $89,502,890,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 106 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $38,938,886,000 | 1 |
| Other fiduciary accounts, non-managed assets | $277,630,281,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,311,010,990,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,224,021,703,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $570,774,000 | 26 |
| 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 | $2,038,539,409,000 | 3 |
| Managed Assets ($) | $248,769,214,000 | 4 |
| Personal trust and agency accounts, managed assets | $63,780,099,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $138,222,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $875,353,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $12,616,934,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $145,307,142,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $23,614,244,000 | 4 |
| Other fiduciary accounts, managed assets | $2,437,220,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $11,897,617,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,789,770,195,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $43,945,581,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $498,974,947,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $804,579,577,000 | 2 |
| Other retirement accounts, non-managed assets | $100,001,979,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,123,901,000 | 1 |
| Other fiduciary accounts, non-managed assets | $302,144,210,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,845,843,972,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,619,938,297,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $587,606,000 | 22 |
| 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 | $2,302,395,905,000 | 3 |
| Managed Assets ($) | $277,247,525,000 | 4 |
| Personal trust and agency accounts, managed assets | $71,367,121,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,464,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $971,959,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $14,158,491,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $163,049,043,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $24,841,951,000 | 5 |
| Other fiduciary accounts, managed assets | $2,710,496,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $13,418,809,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,025,148,380,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $38,395,080,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $574,499,661,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $900,728,818,000 | 1 |
| Other retirement accounts, non-managed assets | $121,625,385,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 96 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,857,518,000 | 1 |
| Other fiduciary accounts, non-managed assets | $346,041,918,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,911,882,642,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,337,594,619,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $1,045,481,000 | 18 |
| 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 | $2,455,759,872,000 | 3 |
| Managed Assets ($) | $290,140,010,000 | 4 |
| Personal trust and agency accounts, managed assets | $74,917,398,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $168,148,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $1,059,768,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $14,841,848,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 151 |
| Investment management and investment advisory agency accounts, managed assets | $170,275,593,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $26,077,725,000 | 6 |
| Other fiduciary accounts, managed assets | $2,799,530,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $14,093,303,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $65,987,862,000 | 2 |
| Non-managed Assets ($) | $2,165,619,862,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $37,317,665,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $618,250,774,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $964,778,579,000 | 1 |
| Other retirement accounts, non-managed assets | $128,041,021,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $44,407,979,000 | 1 |
| Other fiduciary accounts, non-managed assets | $372,823,844,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,331,487,718,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,635,771,839,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $1,117,271,000 | 21 |
| 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 | $2,366,717,822,000 | 3 |
| Managed Assets ($) | $271,475,985,000 | 4 |
| Personal trust and agency accounts, managed assets | $70,218,939,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $169,357,000 | 60 |
| Employee benefit-defined benefit accounts, managed assets | $1,025,865,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $14,290,238,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 68 |
| Investment management and investment advisory agency accounts, managed assets | $157,789,337,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $25,314,859,000 | 6 |
| Other fiduciary accounts, managed assets | $2,667,390,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $13,546,880,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,095,241,837,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $28,321,266,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $581,059,648,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $953,145,738,000 | 1 |
| Other retirement accounts, non-managed assets | $125,910,907,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 98 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,878,553,000 | 1 |
| Other fiduciary accounts, non-managed assets | $363,925,725,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,039,757,324,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,572,531,192,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $1,139,611,000 | 20 |
| 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 | $2,383,585,910,000 | 3 |
| Managed Assets ($) | $270,865,757,000 | 4 |
| Personal trust and agency accounts, managed assets | $70,174,341,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $176,731,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $1,056,086,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $14,358,221,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $157,522,458,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $24,894,460,000 | 6 |
| Other fiduciary accounts, managed assets | $2,683,460,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $13,603,186,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,112,720,153,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $27,045,938,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $589,871,299,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $960,002,072,000 | 1 |
| Other retirement accounts, non-managed assets | $128,998,960,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 115 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,766,188,000 | 1 |
| Other fiduciary accounts, non-managed assets | $366,035,696,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,006,307,310,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,562,951,888,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $1,170,639,000 | 20 |
| 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 | $2,293,422,174,000 | 3 |
| Managed Assets ($) | $259,622,540,000 | 4 |
| Personal trust and agency accounts, managed assets | $67,343,749,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $175,621,000 | 59 |
| Employee benefit-defined benefit accounts, managed assets | $1,036,937,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $13,774,300,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 65 |
| Investment management and investment advisory agency accounts, managed assets | $151,201,755,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $23,532,636,000 | 6 |
| Other fiduciary accounts, managed assets | $2,557,542,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $12,919,090,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,033,799,634,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $24,524,587,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $564,618,397,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $917,944,927,000 | 1 |
| Other retirement accounts, non-managed assets | $123,989,546,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 101 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $36,634,162,000 | 1 |
| Other fiduciary accounts, non-managed assets | $366,088,015,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,392,928,181,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,236,169,646,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $1,110,683,000 | 21 |
| 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 | $2,277,659,001,000 | 3 |
| Managed Assets ($) | $250,575,677,000 | 4 |
| Personal trust and agency accounts, managed assets | $64,986,874,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $170,580,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $1,040,525,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $13,393,467,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $145,674,011,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $22,843,028,000 | 6 |
| Other fiduciary accounts, managed assets | $2,467,192,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $12,563,207,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $59,550,621,000 | 1 |
| Non-managed Assets ($) | $2,027,083,324,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $24,032,760,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $553,827,514,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $922,145,748,000 | 1 |
| Other retirement accounts, non-managed assets | $130,040,046,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $35,116,713,000 | 1 |
| Other fiduciary accounts, non-managed assets | $361,920,543,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,227,331,247,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $5,302,460,803,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $1,185,609,000 | 20 |
| 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 | $2,150,145,340,000 | 3 |
| Managed Assets ($) | $228,172,001,000 | 4 |
| Personal trust and agency accounts, managed assets | $58,020,998,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $154,988,000 | 58 |
| Employee benefit-defined benefit accounts, managed assets | $965,521,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $12,277,541,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $133,347,021,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $21,159,260,000 | 6 |
| Other fiduciary accounts, managed assets | $2,246,672,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $11,460,945,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,921,973,339,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $23,394,594,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $498,561,019,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $909,640,750,000 | 1 |
| Other retirement accounts, non-managed assets | $126,047,013,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 105 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $31,116,959,000 | 1 |
| Other fiduciary accounts, non-managed assets | $333,213,004,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,179,688,325,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,670,111,997,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $963,676,000 | 21 |
| 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 | $2,031,204,509,000 | 3 |
| Managed Assets ($) | $220,211,193,000 | 4 |
| Personal trust and agency accounts, managed assets | $56,043,242,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $153,942,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $985,011,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $11,734,276,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 77 |
| Investment management and investment advisory agency accounts, managed assets | $128,397,891,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $20,757,642,000 | 6 |
| Other fiduciary accounts, managed assets | $2,139,189,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,901,045,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,810,993,316,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $21,229,779,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $476,742,095,000 | 1 |
| Employee benefit-defined benefit accounts, non-managed Assets | $828,313,320,000 | 1 |
| Other retirement accounts, non-managed assets | $122,377,185,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 118 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,027,330,000 | 1 |
| Other fiduciary accounts, non-managed assets | $332,303,607,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,483,522,923,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,432,412,621,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $906,376,000 | 22 |
| 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 | $1,843,816,810,000 | 3 |
| Managed Assets ($) | $201,058,159,000 | 4 |
| Personal trust and agency accounts, managed assets | $51,344,640,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $137,172,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $915,251,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $10,492,307,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 71 |
| Investment management and investment advisory agency accounts, managed assets | $117,043,225,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $19,235,200,000 | 6 |
| Other fiduciary accounts, managed assets | $1,890,364,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $9,672,972,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,642,758,651,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $19,921,662,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $415,602,204,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $762,048,114,000 | 2 |
| Other retirement accounts, non-managed assets | $106,239,294,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 103 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,732,996,000 | 2 |
| Other fiduciary accounts, non-managed assets | $312,214,381,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,655,266,086,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,028,745,468,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $773,137,000 | 23 |
| 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 | $2,079,705,258,000 | 3 |
| Managed Assets ($) | $232,981,655,000 | 4 |
| Personal trust and agency accounts, managed assets | $59,544,269,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,098,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $1,125,573,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $12,374,997,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 152 |
| Investment management and investment advisory agency accounts, managed assets | $135,195,985,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $22,333,834,000 | 6 |
| Other fiduciary accounts, managed assets | $2,221,899,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $11,554,309,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $54,554,183,000 | 1 |
| Non-managed Assets ($) | $1,846,723,603,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $20,448,318,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $478,181,949,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $830,664,326,000 | 2 |
| Other retirement accounts, non-managed assets | $120,469,002,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 210 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $30,157,906,000 | 2 |
| Other fiduciary accounts, non-managed assets | $366,802,102,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,405,657,027,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,553,830,316,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $848,007,000 | 22 |
| 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 | $2,000,474,637,000 | 3 |
| Managed Assets ($) | $221,035,537,000 | 5 |
| Personal trust and agency accounts, managed assets | $56,727,933,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,424,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $1,083,488,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $11,861,404,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $127,929,721,000 | 5 |
| Foundation and endowment trust and agency accounts, managed assets | $21,157,932,000 | 6 |
| Other fiduciary accounts, managed assets | $2,093,635,000 | 6 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,287,593,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,779,439,100,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $23,094,824,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $445,538,181,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $809,285,391,000 | 2 |
| Other retirement accounts, non-managed assets | $113,876,606,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 104 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,523,177,000 | 2 |
| Other fiduciary accounts, non-managed assets | $359,120,921,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,992,937,631,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,282,153,982,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $722,395,000 | 23 |
| 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 | $1,986,370,825,000 | 3 |
| Managed Assets ($) | $218,922,676,000 | 4 |
| Personal trust and agency accounts, managed assets | $56,338,385,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,010,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $1,115,698,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $11,856,938,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $126,924,695,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $20,437,236,000 | 6 |
| Other fiduciary accounts, managed assets | $2,068,714,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,260,361,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,767,448,149,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $22,596,790,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $449,440,113,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $790,370,936,000 | 2 |
| Other retirement accounts, non-managed assets | $117,839,515,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 113 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,121,123,000 | 2 |
| Other fiduciary accounts, non-managed assets | $359,079,672,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,773,043,924,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,182,722,759,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $735,288,000 | 22 |
| 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 | $1,948,824,288,000 | 3 |
| Managed Assets ($) | $215,171,744,000 | 4 |
| Personal trust and agency accounts, managed assets | $55,657,972,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $235,385,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $1,102,704,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $11,621,857,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 76 |
| Investment management and investment advisory agency accounts, managed assets | $124,348,215,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $20,201,273,000 | 6 |
| Other fiduciary accounts, managed assets | $2,004,338,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,084,106,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,733,652,544,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $21,751,292,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $441,039,299,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $767,123,324,000 | 2 |
| Other retirement accounts, non-managed assets | $115,849,238,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 114 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,296,635,000 | 2 |
| Other fiduciary accounts, non-managed assets | $360,592,756,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,545,700,920,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,075,418,884,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $731,851,000 | 21 |
| 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 | $1,807,473,392,000 | 3 |
| Managed Assets ($) | $201,831,739,000 | 4 |
| Personal trust and agency accounts, managed assets | $52,689,465,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $223,906,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $1,078,229,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $10,793,392,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 149 |
| Investment management and investment advisory agency accounts, managed assets | $115,800,508,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $19,363,395,000 | 6 |
| Other fiduciary accounts, managed assets | $1,882,844,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $9,364,608,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $51,713,929,000 | 1 |
| Non-managed Assets ($) | $1,605,641,653,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $22,393,643,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $396,761,438,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $712,232,961,000 | 2 |
| Other retirement accounts, non-managed assets | $108,645,851,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 213 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,933,576,000 | 2 |
| Other fiduciary accounts, non-managed assets | $340,674,184,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,088,554,853,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,780,921,027,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $687,302,000 | 21 |
| 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 | $1,949,780,688,000 | 3 |
| Managed Assets ($) | $217,577,398,000 | 4 |
| Personal trust and agency accounts, managed assets | $57,461,978,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $243,552,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $1,172,096,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $11,873,584,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 79 |
| Investment management and investment advisory agency accounts, managed assets | $123,611,496,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $21,305,382,000 | 5 |
| Other fiduciary accounts, managed assets | $1,909,310,000 | 5 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,356,700,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,732,203,290,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $21,071,916,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $441,892,795,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $762,632,597,000 | 2 |
| Other retirement accounts, non-managed assets | $112,717,471,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,154,346,000 | 2 |
| Other fiduciary accounts, non-managed assets | $366,734,165,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,513,719,326,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,943,770,304,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $766,611,000 | 21 |
| 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 | $1,918,098,635,000 | 3 |
| Managed Assets ($) | $210,794,340,000 | 4 |
| Personal trust and agency accounts, managed assets | $55,964,996,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,784,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $1,155,721,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $11,640,339,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $120,406,601,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $21,281,324,000 | 5 |
| Other fiduciary accounts, managed assets | $107,575,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,124,722,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,707,304,295,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $20,256,633,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $432,582,437,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $747,060,213,000 | 2 |
| Other retirement accounts, non-managed assets | $110,206,795,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 116 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,358,902,000 | 2 |
| Other fiduciary accounts, non-managed assets | $370,839,315,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,444,169,207,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,928,518,302,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $725,283,000 | 20 |
| 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 | $1,935,429,164,000 | 3 |
| Managed Assets ($) | $212,194,288,000 | 4 |
| Personal trust and agency accounts, managed assets | $57,398,848,000 | 2 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,337,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $1,423,469,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $11,677,524,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 81 |
| Investment management and investment advisory agency accounts, managed assets | $120,446,055,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $20,903,430,000 | 5 |
| Other fiduciary accounts, managed assets | $107,625,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,039,462,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,723,234,876,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $19,501,734,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $431,333,158,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $755,904,103,000 | 2 |
| Other retirement accounts, non-managed assets | $111,913,357,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 121 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,246,429,000 | 2 |
| Other fiduciary accounts, non-managed assets | $378,336,095,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,489,600,043,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $4,044,923,554,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $713,993,000 | 22 |
| 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 | $1,909,450,367,000 | 3 |
| Managed Assets ($) | $202,416,167,000 | 4 |
| Personal trust and agency accounts, managed assets | $46,963,023,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $250,191,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $1,463,001,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $11,652,608,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 168 |
| Investment management and investment advisory agency accounts, managed assets | $120,757,867,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $21,222,125,000 | 5 |
| Other fiduciary accounts, managed assets | $107,352,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $10,162,941,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $51,343,275,000 | 2 |
| Non-managed Assets ($) | $1,707,034,200,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $9,227,559,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $421,010,364,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $761,117,098,000 | 2 |
| Other retirement accounts, non-managed assets | $112,771,279,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 224 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,817,942,000 | 2 |
| Other fiduciary accounts, non-managed assets | $378,089,958,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,458,078,288,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,807,619,195,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $707,120,000 | 22 |
| 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 | $1,854,858,094,000 | 3 |
| Managed Assets ($) | $195,191,039,000 | 4 |
| Personal trust and agency accounts, managed assets | $45,661,098,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $249,152,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $1,464,980,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $11,370,461,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $115,946,656,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $20,391,262,000 | 4 |
| Other fiduciary accounts, managed assets | $107,430,000 | 26 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $9,895,061,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,659,667,055,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $8,735,338,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $409,272,110,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $744,163,524,000 | 2 |
| Other retirement accounts, non-managed assets | $107,996,943,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 125 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,788,448,000 | 2 |
| Other fiduciary accounts, non-managed assets | $365,710,692,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,188,609,456,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,629,348,338,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $921,749,000 | 22 |
| 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 | $1,715,117,199,000 | 3 |
| Managed Assets ($) | $181,500,353,000 | 4 |
| Personal trust and agency accounts, managed assets | $44,687,623,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $255,731,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $1,487,839,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $11,010,365,000 | 9 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $111,439,066,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $12,487,747,000 | 5 |
| Other fiduciary accounts, managed assets | $131,982,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $9,555,173,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,533,616,846,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $8,863,976,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $342,101,730,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $723,418,503,000 | 2 |
| Other retirement accounts, non-managed assets | $98,664,758,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 123 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,440,826,000 | 2 |
| Other fiduciary accounts, non-managed assets | $337,127,053,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,937,045,465,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,645,030,364,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $903,088,000 | 23 |
| 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 | $1,681,182,310,000 | 3 |
| Managed Assets ($) | $178,187,436,000 | 4 |
| Personal trust and agency accounts, managed assets | $44,400,409,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $264,253,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $1,447,554,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $10,712,837,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $109,188,888,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $12,042,366,000 | 6 |
| Other fiduciary accounts, managed assets | $131,129,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $9,320,708,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,502,994,874,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,448,296,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $329,220,337,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $709,507,277,000 | 2 |
| Other retirement accounts, non-managed assets | $94,393,660,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 120 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,809,284,000 | 2 |
| Other fiduciary accounts, non-managed assets | $335,616,020,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,705,464,397,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,494,140,774,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $881,507,000 | 22 |
| 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 | $1,589,156,779,000 | 3 |
| Managed Assets ($) | $172,424,019,000 | 4 |
| Personal trust and agency accounts, managed assets | $42,909,082,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $261,284,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $1,548,617,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $10,346,937,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $105,706,961,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $11,520,524,000 | 5 |
| Other fiduciary accounts, managed assets | $130,614,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $8,959,197,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $48,105,321,000 | 1 |
| Non-managed Assets ($) | $1,416,732,760,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,826,938,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $303,035,353,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $674,086,878,000 | 2 |
| Other retirement accounts, non-managed assets | $86,487,481,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 227 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,367,458,000 | 2 |
| Other fiduciary accounts, non-managed assets | $318,928,652,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,423,291,541,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,336,204,677,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $831,398,000 | 23 |
| 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 | $1,617,688,695,000 | 3 |
| Managed Assets ($) | $169,006,164,000 | 5 |
| Personal trust and agency accounts, managed assets | $42,859,055,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $260,193,000 | 46 |
| Employee benefit-defined benefit accounts, managed assets | $1,609,540,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $10,417,268,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $102,314,313,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $11,414,090,000 | 6 |
| Other fiduciary accounts, managed assets | $131,705,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $8,988,896,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,448,682,531,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,412,238,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $300,321,975,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $686,491,888,000 | 2 |
| Other retirement accounts, non-managed assets | $89,098,461,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 131 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,543,103,000 | 2 |
| Other fiduciary accounts, non-managed assets | $339,814,866,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,413,117,770,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,368,717,434,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $836,350,000 | 22 |
| 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 | $1,539,679,169,000 | 3 |
| Managed Assets ($) | $164,673,292,000 | 5 |
| Personal trust and agency accounts, managed assets | $41,502,005,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $262,451,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $1,563,963,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $10,175,491,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $99,939,293,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $11,099,794,000 | 6 |
| Other fiduciary accounts, managed assets | $130,295,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $8,775,932,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,375,005,877,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $10,962,969,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $277,832,102,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $666,721,633,000 | 2 |
| Other retirement accounts, non-managed assets | $86,273,029,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
| Foundation and endowment trust and agency accounts, non-managed assets | $20,292,386,000 | 3 |
| Other fiduciary accounts, non-managed assets | $312,923,758,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,097,775,967,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,122,403,822,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $800,599,000 | 22 |
| 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 | $1,511,096,644,000 | 3 |
| Managed Assets ($) | $161,901,144,000 | 5 |
| Personal trust and agency accounts, managed assets | $40,746,641,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $272,558,000 | 43 |
| Employee benefit-defined benefit accounts, managed assets | $1,541,049,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $9,954,308,000 | 8 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $98,517,724,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $10,727,096,000 | 6 |
| Other fiduciary accounts, managed assets | $141,768,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $8,591,764,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,349,195,500,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,140,817,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $272,006,875,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $635,894,614,000 | 2 |
| Other retirement accounts, non-managed assets | $87,350,329,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,122,970,000 | 3 |
| Other fiduciary accounts, non-managed assets | $323,679,895,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,977,785,469,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $3,065,627,655,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $803,648,000 | 21 |
| 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 | $1,503,829,317,000 | 3 |
| Managed Assets ($) | $159,519,885,000 | 5 |
| Personal trust and agency accounts, managed assets | $40,713,586,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $281,833,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $1,353,545,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $9,810,243,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $96,586,354,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $10,636,002,000 | 6 |
| Other fiduciary accounts, managed assets | $138,322,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $8,513,874,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $49,216,182,000 | 1 |
| Non-managed Assets ($) | $1,344,309,432,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $10,212,778,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $262,585,328,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $625,082,758,000 | 2 |
| Other retirement accounts, non-managed assets | $102,221,061,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 241 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,754,646,000 | 3 |
| Other fiduciary accounts, non-managed assets | $324,452,861,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,816,087,815,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,945,623,939,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $792,398,000 | 22 |
| 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 | $1,497,006,794,000 | 3 |
| Managed Assets ($) | $156,957,653,000 | 5 |
| Personal trust and agency accounts, managed assets | $40,533,792,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $524,599,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,431,531,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $9,749,691,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $94,070,468,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $10,511,040,000 | 6 |
| Other fiduciary accounts, managed assets | $136,532,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $8,458,998,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,340,049,141,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $9,948,486,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $254,845,349,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $636,107,590,000 | 2 |
| Other retirement accounts, non-managed assets | $101,518,486,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,157,070,000 | 3 |
| Other fiduciary accounts, non-managed assets | $318,472,160,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,630,757,777,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,812,946,104,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $786,908,000 | 23 |
| 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 | $1,598,635,080,000 | 3 |
| Managed Assets ($) | $163,788,304,000 | 5 |
| Personal trust and agency accounts, managed assets | $42,623,685,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $607,987,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $1,527,202,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $10,417,215,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $97,474,384,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $10,997,731,000 | 6 |
| Other fiduciary accounts, managed assets | $140,100,000 | 23 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $9,049,874,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,434,846,776,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,668,557,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $270,357,518,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $669,941,737,000 | 2 |
| Other retirement accounts, non-managed assets | $107,347,641,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 137 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $19,173,210,000 | 3 |
| Other fiduciary accounts, non-managed assets | $356,358,113,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,779,614,023,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,963,221,677,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $841,372,000 | 22 |
| 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 | $1,607,265,150,000 | 3 |
| Managed Assets ($) | $164,300,025,000 | 5 |
| Personal trust and agency accounts, managed assets | $42,905,011,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $631,343,000 | 16 |
| Employee benefit-defined benefit accounts, managed assets | $1,592,197,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $10,321,878,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $97,847,451,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $10,862,880,000 | 6 |
| Other fiduciary accounts, managed assets | $139,265,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $9,067,399,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,442,965,125,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,848,665,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $262,288,084,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $687,651,281,000 | 2 |
| Other retirement accounts, non-managed assets | $110,183,993,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 143 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,872,958,000 | 2 |
| Other fiduciary accounts, non-managed assets | $352,120,144,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,670,334,213,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,903,571,856,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $831,431,000 | 24 |
| 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 | $1,567,033,716,000 | 3 |
| Managed Assets ($) | $164,071,496,000 | 5 |
| Personal trust and agency accounts, managed assets | $43,273,758,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $721,210,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,530,231,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $10,278,962,000 | 7 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $98,816,152,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $9,313,656,000 | 6 |
| Other fiduciary accounts, managed assets | $137,527,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $8,952,638,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $52,564,824,000 | 1 |
| Non-managed Assets ($) | $1,402,962,220,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,807,356,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $253,740,258,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $670,245,841,000 | 2 |
| Other retirement accounts, non-managed assets | $111,852,316,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 250 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $17,883,848,000 | 2 |
| Other fiduciary accounts, non-managed assets | $337,432,601,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,544,259,048,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,814,255,867,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $835,130,000 | 24 |
| 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 | $1,579,574,182,000 | 3 |
| Managed Assets ($) | $160,944,833,000 | 5 |
| Personal trust and agency accounts, managed assets | $44,678,695,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $717,531,000 | 14 |
| Employee benefit-defined benefit accounts, managed assets | $1,551,409,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $10,273,752,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $93,778,360,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $9,809,873,000 | 6 |
| Other fiduciary accounts, managed assets | $135,213,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $8,972,787,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,418,629,349,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $11,543,252,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $245,978,326,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $671,004,206,000 | 2 |
| Other retirement accounts, non-managed assets | $121,978,725,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,545,669,000 | 2 |
| Other fiduciary accounts, non-managed assets | $349,579,171,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,482,440,042,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,820,271,190,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $849,573,000 | 23 |
| 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 | $1,574,785,774,000 | 3 |
| Managed Assets ($) | $163,687,729,000 | 6 |
| Personal trust and agency accounts, managed assets | $45,505,801,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $392,603,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $1,957,548,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $10,485,829,000 | 6 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $95,630,279,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $9,580,367,000 | 6 |
| Other fiduciary accounts, managed assets | $135,302,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $9,131,162,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,411,098,045,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $12,033,714,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $225,314,644,000 | 2 |
| Employee benefit-defined benefit accounts, non-managed Assets | $674,360,649,000 | 2 |
| Other retirement accounts, non-managed assets | $127,076,749,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $18,420,863,000 | 2 |
| Other fiduciary accounts, non-managed assets | $353,891,426,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,510,796,939,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,824,571,893,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $682,109,000 | 26 |
| 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 | $1,515,525,909,000 | 4 |
| Managed Assets ($) | $158,934,358,000 | 6 |
| Personal trust and agency accounts, managed assets | $44,769,381,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $393,696,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $1,824,200,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $10,133,458,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $92,212,779,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $9,465,936,000 | 6 |
| Other fiduciary accounts, managed assets | $134,908,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $8,810,754,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,356,591,551,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $11,836,372,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $215,103,999,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $649,046,152,000 | 2 |
| Other retirement accounts, non-managed assets | $123,845,676,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 140 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $15,177,984,000 | 2 |
| Other fiduciary accounts, non-managed assets | $341,581,368,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,319,193,883,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,672,066,318,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $658,119,000 | 27 |
| 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 | $1,490,968,629,000 | 4 |
| Managed Assets ($) | $156,791,677,000 | 6 |
| Personal trust and agency accounts, managed assets | $44,502,073,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $408,208,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $1,574,727,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $10,021,037,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 203 |
| Investment management and investment advisory agency accounts, managed assets | $91,035,240,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $9,081,846,000 | 6 |
| Other fiduciary accounts, managed assets | $168,546,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,731,305,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $49,496,309,000 | 2 |
| Non-managed Assets ($) | $1,334,176,952,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $12,253,971,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $208,346,956,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $634,528,846,000 | 2 |
| Other retirement accounts, non-managed assets | $121,051,225,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 266 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,464,570,000 | 2 |
| Other fiduciary accounts, non-managed assets | $343,531,384,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,162,570,357,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,580,462,396,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $659,508,000 | 28 |
| 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 | $1,424,752,422,000 | 4 |
| Managed Assets ($) | $149,133,759,000 | 6 |
| Personal trust and agency accounts, managed assets | $43,386,844,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $433,327,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $1,640,923,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $9,639,680,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $88,385,657,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $5,482,998,000 | 10 |
| Other fiduciary accounts, managed assets | $164,330,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,382,941,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,275,618,663,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $11,941,917,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $197,572,383,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $611,091,102,000 | 2 |
| Other retirement accounts, non-managed assets | $115,401,232,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 138 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,409,520,000 | 2 |
| Other fiduciary accounts, non-managed assets | $327,202,509,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,858,265,787,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,367,196,256,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $660,709,000 | 27 |
| 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 | $1,435,788,065,000 | 4 |
| Managed Assets ($) | $143,469,416,000 | 6 |
| Personal trust and agency accounts, managed assets | $41,770,504,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $458,734,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,596,832,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $9,282,521,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $84,873,783,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $5,308,150,000 | 10 |
| Other fiduciary accounts, managed assets | $178,892,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,077,094,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,292,318,649,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $11,752,947,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $188,157,453,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $591,314,578,000 | 2 |
| Other retirement accounts, non-managed assets | $154,956,399,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 136 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,173,617,000 | 2 |
| Other fiduciary accounts, non-managed assets | $333,963,655,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,619,623,332,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,216,550,640,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $630,437,000 | 28 |
| 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 | $1,450,368,066,000 | 4 |
| Managed Assets ($) | $145,069,721,000 | 6 |
| Personal trust and agency accounts, managed assets | $41,942,598,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $465,011,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $1,610,901,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $9,140,599,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 91 |
| Investment management and investment advisory agency accounts, managed assets | $86,687,238,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $5,043,109,000 | 10 |
| Other fiduciary accounts, managed assets | $180,265,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,144,276,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,305,298,345,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $11,344,333,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $188,245,812,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $594,482,957,000 | 2 |
| Other retirement accounts, non-managed assets | $160,237,493,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,105,541,000 | 2 |
| Other fiduciary accounts, non-managed assets | $338,882,209,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,610,373,029,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,218,062,690,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $639,872,000 | 26 |
| 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 | $1,376,158,140,000 | 4 |
| Managed Assets ($) | $140,965,575,000 | 6 |
| Personal trust and agency accounts, managed assets | $40,457,488,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $481,600,000 | 21 |
| Employee benefit-defined benefit accounts, managed assets | $1,554,515,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $8,838,026,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 218 |
| Investment management and investment advisory agency accounts, managed assets | $84,665,163,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $4,793,681,000 | 10 |
| Other fiduciary accounts, managed assets | $175,102,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,848,616,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $46,605,375,000 | 1 |
| Non-managed Assets ($) | $1,235,192,565,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $11,247,609,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $176,704,672,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $564,181,657,000 | 2 |
| Other retirement accounts, non-managed assets | $157,121,534,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 269 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,843,532,000 | 2 |
| Other fiduciary accounts, non-managed assets | $315,093,561,000 | 4 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,428,979,594,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,068,214,242,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $614,018,000 | 25 |
| 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 | $1,402,967,322,000 | 4 |
| Managed Assets ($) | $138,224,830,000 | 6 |
| Personal trust and agency accounts, managed assets | $40,412,130,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $577,458,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,726,331,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $8,664,260,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $81,542,923,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $5,128,940,000 | 10 |
| Other fiduciary accounts, managed assets | $172,788,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,768,587,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,264,742,492,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $11,396,558,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $182,396,079,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $555,234,686,000 | 2 |
| Other retirement accounts, non-managed assets | $154,937,130,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 126 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,669,751,000 | 2 |
| Other fiduciary accounts, non-managed assets | $349,108,288,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,380,932,883,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,095,605,666,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $631,839,000 | 23 |
| 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 | $1,456,416,872,000 | 4 |
| Managed Assets ($) | $132,694,200,000 | 6 |
| Personal trust and agency accounts, managed assets | $38,891,639,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $621,179,000 | 20 |
| Employee benefit-defined benefit accounts, managed assets | $1,569,742,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $8,321,483,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $78,228,928,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $4,926,780,000 | 10 |
| Other fiduciary accounts, managed assets | $134,449,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $7,422,832,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,323,722,672,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $10,892,923,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $179,213,280,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $530,339,530,000 | 3 |
| Other retirement accounts, non-managed assets | $172,914,790,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 132 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,852,184,000 | 2 |
| Other fiduciary accounts, non-managed assets | $418,509,965,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,111,755,887,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,988,332,677,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $616,630,000 | 22 |
| 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 | $1,515,522,488,000 | 4 |
| Managed Assets ($) | $137,545,585,000 | 6 |
| Personal trust and agency accounts, managed assets | $40,236,239,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $723,507,000 | 17 |
| Employee benefit-defined benefit accounts, managed assets | $1,633,969,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $8,383,678,000 | 5 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $81,712,388,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $4,667,828,000 | 10 |
| Other fiduciary accounts, managed assets | $187,976,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $7,534,684,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,377,976,903,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $12,433,861,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $177,830,631,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $529,320,042,000 | 3 |
| Other retirement accounts, non-managed assets | $191,452,097,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 135 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $12,218,266,000 | 2 |
| Other fiduciary accounts, non-managed assets | $454,722,006,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,079,423,309,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $2,018,237,394,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $640,584,000 | 21 |
| 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 | $1,546,943,845,000 | 3 |
| Managed Assets ($) | $127,368,098,000 | 5 |
| Personal trust and agency accounts, managed assets | $38,409,555,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $710,702,000 | 15 |
| Employee benefit-defined benefit accounts, managed assets | $1,526,860,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $7,982,593,000 | 4 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $73,961,909,000 | 4 |
| Foundation and endowment trust and agency accounts, managed assets | $4,582,385,000 | 8 |
| Other fiduciary accounts, managed assets | $194,094,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $7,123,785,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $40,419,341,000 | 2 |
| Non-managed Assets ($) | $1,419,575,747,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $12,919,673,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $151,198,683,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $486,593,855,000 | 3 |
| Other retirement accounts, non-managed assets | $262,414,365,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 303 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $11,410,537,000 | 1 |
| Other fiduciary accounts, non-managed assets | $495,038,634,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,729,610,462,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,888,681,689,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $602,603,000 | 21 |
| 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 | $1,535,364,094,000 | 3 |
| Managed Assets ($) | $51,779,692,000 | 11 |
| Personal trust and agency accounts, managed assets | $20,330,468,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $131,785,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $862,593,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $3,153,021,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $25,972,977,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $1,149,599,000 | 16 |
| Other fiduciary accounts, managed assets | $179,249,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $2,588,414,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,483,584,402,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $15,813,399,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,701,233,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $457,954,598,000 | 3 |
| Other retirement accounts, non-managed assets | $282,994,931,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $10,775,542,000 | 1 |
| Other fiduciary accounts, non-managed assets | $575,344,699,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,533,139,842,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,883,693,352,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $430,567,000 | 22 |
| 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 | $1,678,876,735,000 | 3 |
| Managed Assets ($) | $55,589,354,000 | 10 |
| Personal trust and agency accounts, managed assets | $21,798,992,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,830,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $995,497,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $3,376,559,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $27,927,644,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $1,247,955,000 | 16 |
| Other fiduciary accounts, managed assets | $93,877,000 | 24 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $2,801,610,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,623,287,381,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $18,926,679,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $154,383,135,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $474,821,263,000 | 3 |
| Other retirement accounts, non-managed assets | $313,033,869,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 141 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,668,307,000 | 1 |
| Other fiduciary accounts, non-managed assets | $652,454,128,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,589,729,430,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,854,907,619,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $460,967,000 | 23 |
| 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 | $1,686,068,239,000 | 3 |
| Managed Assets ($) | $56,034,233,000 | 9 |
| Personal trust and agency accounts, managed assets | $22,856,120,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $146,636,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $963,861,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $3,290,266,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 94 |
| Investment management and investment advisory agency accounts, managed assets | $27,471,123,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $1,243,148,000 | 16 |
| Other fiduciary accounts, managed assets | $63,079,000 | 27 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $2,744,923,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,630,034,006,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $18,932,849,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $154,021,777,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $473,248,807,000 | 3 |
| Other retirement accounts, non-managed assets | $313,451,452,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 146 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $9,315,292,000 | 1 |
| Other fiduciary accounts, non-managed assets | $661,063,829,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,542,515,790,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,811,827,423,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $458,869,000 | 22 |
| 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 | $1,563,699,924,000 | 3 |
| Managed Assets ($) | $52,954,883,000 | 12 |
| Personal trust and agency accounts, managed assets | $22,023,968,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $127,235,000 | 66 |
| Employee benefit-defined benefit accounts, managed assets | $908,982,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $3,126,993,000 | 11 |
| Corporate trust and agency accounts, managed assets | $0 | 242 |
| Investment management and investment advisory agency accounts, managed assets | $25,546,269,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | $1,193,885,000 | 16 |
| Other fiduciary accounts, managed assets | $27,551,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,603,631,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $14,593,761,000 | 5 |
| Non-managed Assets ($) | $1,510,745,041,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $17,143,487,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $142,224,625,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $441,097,581,000 | 3 |
| Other retirement accounts, non-managed assets | $296,950,506,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 324 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,695,500,000 | 1 |
| Other fiduciary accounts, non-managed assets | $604,633,342,000 | 3 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,397,168,305,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,611,331,691,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $439,047,000 | 23 |
| 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 | $1,541,734,248,000 | 3 |
| Managed Assets ($) | $48,596,406,000 | 12 |
| Personal trust and agency accounts, managed assets | $20,578,335,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $135,041,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $793,314,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $2,947,065,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 92 |
| Investment management and investment advisory agency accounts, managed assets | $23,035,331,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $1,081,416,000 | 15 |
| Other fiduciary accounts, managed assets | $25,904,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $2,439,793,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,493,137,842,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $16,446,475,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,012,297,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $436,023,161,000 | 3 |
| Other retirement accounts, non-managed assets | $298,347,950,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,271,914,000 | 1 |
| Other fiduciary accounts, non-managed assets | $603,036,045,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,213,191,299,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,502,207,595,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $379,983,000 | 24 |
| 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 | $1,388,785,704,000 | 3 |
| Managed Assets ($) | $44,880,961,000 | 12 |
| Personal trust and agency accounts, managed assets | $19,150,040,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $148,225,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $680,850,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $2,686,557,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $21,233,534,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $981,005,000 | 14 |
| Other fiduciary accounts, managed assets | $750,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $2,219,860,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,343,904,743,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $14,940,971,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $116,982,913,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $400,342,111,000 | 3 |
| Other retirement accounts, non-managed assets | $269,353,687,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 158 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $7,752,533,000 | 2 |
| Other fiduciary accounts, non-managed assets | $534,532,528,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,005,746,067,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,264,395,195,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $350,147,000 | 23 |
| 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 | $1,493,531,362,000 | 3 |
| Managed Assets ($) | $46,930,835,000 | 13 |
| Personal trust and agency accounts, managed assets | $20,358,862,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $155,191,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $713,679,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $2,759,942,000 | 12 |
| Corporate trust and agency accounts, managed assets | $0 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $21,906,703,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $1,035,648,000 | 15 |
| Other fiduciary accounts, managed assets | $810,000 | 81 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $2,245,142,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,446,600,527,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $17,216,281,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $123,863,773,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $415,378,345,000 | 3 |
| Other retirement accounts, non-managed assets | $292,307,708,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 159 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $14,287,440,000 | 1 |
| Other fiduciary accounts, non-managed assets | $583,546,980,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,074,443,183,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,343,211,558,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $356,205,000 | 21 |
| 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 | $1,468,902,384,000 | 3 |
| Managed Assets ($) | $45,466,436,000 | 12 |
| Personal trust and agency accounts, managed assets | $20,019,988,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $146,829,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $651,206,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $2,540,161,000 | 13 |
| Corporate trust and agency accounts, managed assets | $0 | 245 |
| Investment management and investment advisory agency accounts, managed assets | $21,098,487,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $1,008,973,000 | 16 |
| Other fiduciary accounts, managed assets | $792,000 | 142 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $2,119,187,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $11,312,715,000 | 9 |
| Non-managed Assets ($) | $1,423,435,948,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $16,989,343,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $114,642,709,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $400,964,625,000 | 3 |
| Other retirement accounts, non-managed assets | $307,657,590,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 345 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $8,781,266,000 | 1 |
| Other fiduciary accounts, non-managed assets | $574,400,415,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,022,072,590,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,309,182,283,000 | 5 |
| Individual retirement,health savings and similar accounts, non-managed | $337,665,000 | 26 |
| 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 | $3,329,076,054,000 | 2 |
| Managed Assets ($) | $435,432,225,000 | 2 |
| Personal trust and agency accounts, managed assets | $38,379,778,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $36,313,237,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $87,112,999,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $9,019,974,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 96 |
| Investment management and investment advisory agency accounts, managed assets | $211,476,782,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $53,129,455,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $69,721,041,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,893,643,829,000 | 1 |
| Personal trust and agency accounts, non-managed assets | $136,916,851,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $148,443,849,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $935,745,511,000 | 3 |
| Other retirement accounts, non-managed assets | $38,039,069,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 157 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,634,498,549,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,334,436,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,238,867,093,000 | 5 |
| 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 | $3,012,363,443,000 | 2 |
| Managed Assets ($) | $396,756,653,000 | 2 |
| Personal trust and agency accounts, managed assets | $38,019,294,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $32,053,668,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $77,435,782,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $7,708,568,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 99 |
| Investment management and investment advisory agency accounts, managed assets | $190,226,949,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $51,312,392,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $28,047,331,000 | 2 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,615,606,790,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $120,894,834,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,191,920,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $861,623,243,000 | 3 |
| Other retirement accounts, non-managed assets | $34,744,408,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 161 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,464,152,385,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,015,320,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,124,576,301,000 | 5 |
| 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 | $2,653,059,307,000 | 2 |
| Managed Assets ($) | $369,185,892,000 | 2 |
| Personal trust and agency accounts, managed assets | $38,162,116,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $29,421,185,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $72,632,179,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $7,518,832,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $169,208,359,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,243,221,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $23,827,284,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,283,873,415,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $112,846,859,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $118,161,206,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $769,126,954,000 | 3 |
| Other retirement accounts, non-managed assets | $31,906,337,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 160 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,251,832,059,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,785,281,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $930,853,402,000 | 5 |
| 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 | $1,237,723,006,000 | 4 |
| Managed Assets ($) | $39,405,922,000 | 15 |
| Personal trust and agency accounts, managed assets | $17,493,025,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $125,430,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $478,188,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $2,118,664,000 | 15 |
| Corporate trust and agency accounts, managed assets | $0 | 260 |
| Investment management and investment advisory agency accounts, managed assets | $18,391,459,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $799,156,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,198,317,084,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $15,462,425,000 | 3 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $90,552,361,000 | 5 |
| Employee benefit-defined benefit accounts, non-managed Assets | $352,003,227,000 | 4 |
| Other retirement accounts, non-managed assets | $271,713,048,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 351 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $468,586,023,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $1,621,996,931,000 | 5 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $905,758,420,000 | 5 |
| 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 | $3,226,702,306,000 | 2 |
| Managed Assets ($) | $407,563,011,000 | 2 |
| Personal trust and agency accounts, managed assets | $39,015,993,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $35,863,473,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $83,811,081,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $8,508,260,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $188,799,173,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $51,565,031,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $32,085,641,000 | 3 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,819,139,295,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $142,814,880,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $140,115,028,000 | 4 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,072,329,029,000 | 3 |
| Other retirement accounts, non-managed assets | $41,216,857,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 171 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,422,663,501,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $74,526,364,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,160,006,210,000 | 5 |
| 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 | $3,570,291,756,000 | 2 |
| Managed Assets ($) | $442,652,075,000 | 2 |
| Personal trust and agency accounts, managed assets | $38,139,030,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $39,387,077,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $88,351,985,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $9,056,329,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 104 |
| Investment management and investment advisory agency accounts, managed assets | $216,005,045,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $51,712,609,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $22,413,792,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,127,639,681,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $151,799,233,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $149,581,586,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,126,140,506,000 | 2 |
| Other retirement accounts, non-managed assets | $45,794,909,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 173 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,654,323,447,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $84,227,008,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,339,819,942,000 | 6 |
| 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 | $3,541,147,678,000 | 2 |
| Managed Assets ($) | $438,442,804,000 | 2 |
| Personal trust and agency accounts, managed assets | $40,043,846,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,482,148,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $90,091,510,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $9,049,133,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $204,877,216,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,898,951,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $29,924,509,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,102,704,874,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $139,973,847,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $159,102,683,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,131,528,736,000 | 2 |
| Other retirement accounts, non-managed assets | $46,225,588,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 174 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,625,874,020,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $96,814,432,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,299,581,929,000 | 6 |
| 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 | $3,679,348,698,000 | 2 |
| Managed Assets ($) | $413,230,623,000 | 2 |
| Personal trust and agency accounts, managed assets | $40,181,320,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $41,867,939,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $98,788,540,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,403,184,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 269 |
| Investment management and investment advisory agency accounts, managed assets | $169,487,952,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,501,688,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $24,296,822,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,266,118,075,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $146,564,482,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $171,075,121,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,228,123,834,000 | 2 |
| Other retirement accounts, non-managed assets | $45,614,992,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 364 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,674,739,646,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,265,824,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,361,069,709,000 | 6 |
| 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 | $3,646,093,190,000 | 2 |
| Managed Assets ($) | $403,145,191,000 | 2 |
| Personal trust and agency accounts, managed assets | $39,524,339,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $42,129,026,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $97,289,059,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,840,831,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $161,286,287,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,075,649,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,775,761,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,242,947,999,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $148,048,313,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $171,048,965,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,248,890,534,000 | 2 |
| Other retirement accounts, non-managed assets | $33,782,756,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 183 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,641,177,431,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $101,579,805,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,342,065,462,000 | 6 |
| 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 | $3,501,667,509,000 | 2 |
| Managed Assets ($) | $394,160,102,000 | 2 |
| Personal trust and agency accounts, managed assets | $41,527,621,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $38,070,681,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $107,667,628,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $13,864,227,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 105 |
| Investment management and investment advisory agency accounts, managed assets | $133,718,083,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $59,311,862,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $10,507,515,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $3,107,507,407,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $166,391,084,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $180,724,944,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $978,385,526,000 | 2 |
| Other retirement accounts, non-managed assets | $36,311,127,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $0 | 186 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,745,694,726,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $99,346,624,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,277,258,837,000 | 6 |
| 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 | $3,326,006,594,000 | 2 |
| Managed Assets ($) | $362,374,284,000 | 2 |
| Personal trust and agency accounts, managed assets | $45,852,755,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,582,592,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $111,244,995,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $14,000,431,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $115,097,354,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $51,596,157,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,739,522,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,963,632,310,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $132,263,248,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $143,565,754,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $750,061,422,000 | 3 |
| Other retirement accounts, non-managed assets | $640,074,491,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 184 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,297,667,395,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $111,856,011,000 | 17 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,193,643,673,000 | 6 |
| 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 | $3,171,844,677,000 | 2 |
| Managed Assets ($) | $354,493,472,000 | 2 |
| Personal trust and agency accounts, managed assets | $38,259,197,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $24,330,688,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $109,320,068,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $15,344,726,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 276 |
| Investment management and investment advisory agency accounts, managed assets | $117,625,382,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $49,613,411,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,169,676,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,817,351,205,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $126,175,466,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $142,288,074,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $725,927,031,000 | 3 |
| Other retirement accounts, non-managed assets | $606,126,354,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 383 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,216,834,280,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $109,961,443,000 | 18 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,128,923,843,000 | 6 |
| 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 | $2,937,636,189,000 | 2 |
| Managed Assets ($) | $329,648,773,000 | 2 |
| Personal trust and agency accounts, managed assets | $36,122,671,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,698,251,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $102,716,658,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $14,449,397,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 100 |
| Investment management and investment advisory agency accounts, managed assets | $105,197,869,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $49,463,927,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,637,085,000 | 4 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,607,987,416,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $95,373,919,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $138,521,604,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $685,344,204,000 | 3 |
| Other retirement accounts, non-managed assets | $553,497,469,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 189 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,135,250,220,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $100,638,275,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $1,026,632,158,000 | 6 |
| 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 | $2,808,066,055,000 | 2 |
| Managed Assets ($) | $316,539,352,000 | 2 |
| Personal trust and agency accounts, managed assets | $35,017,082,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,046,420,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $97,907,651,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $14,913,526,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 106 |
| Investment management and investment advisory agency accounts, managed assets | $102,438,609,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $45,216,064,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,729,453,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,491,526,703,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $91,601,927,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $133,568,685,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $667,680,490,000 | 3 |
| Other retirement accounts, non-managed assets | $523,199,265,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,075,476,336,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $96,426,417,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $957,175,530,000 | 5 |
| 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 | $2,766,770,439,000 | 2 |
| Managed Assets ($) | $324,017,208,000 | 2 |
| Personal trust and agency accounts, managed assets | $34,709,052,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,407,334,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $103,561,661,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $13,294,845,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $105,087,624,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $45,956,692,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $9,207,119,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,442,753,231,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $91,696,853,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $134,616,609,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $640,777,032,000 | 3 |
| Other retirement accounts, non-managed assets | $514,739,431,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,060,923,306,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $96,954,910,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $932,105,779,000 | 6 |
| 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 | $2,592,368,883,000 | 2 |
| Managed Assets ($) | $315,616,053,000 | 2 |
| Personal trust and agency accounts, managed assets | $33,617,815,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,165,322,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $104,894,374,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $12,588,835,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 299 |
| Investment management and investment advisory agency accounts, managed assets | $98,571,521,000 | 2 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $44,778,186,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,666,029,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,276,752,830,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $85,504,776,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $129,266,356,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $618,405,151,000 | 3 |
| Other retirement accounts, non-managed assets | $458,043,154,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 402 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $985,533,393,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $92,134,089,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $815,198,221,000 | 5 |
| 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 | $2,517,196,510,000 | 2 |
| Managed Assets ($) | $310,135,604,000 | 2 |
| Personal trust and agency accounts, managed assets | $32,377,643,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,034,903,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $103,922,148,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $12,251,592,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 110 |
| Investment management and investment advisory agency accounts, managed assets | $96,880,656,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $43,668,662,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $8,714,189,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,207,060,906,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $80,439,724,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $131,017,560,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $603,622,299,000 | 3 |
| Other retirement accounts, non-managed assets | $434,633,146,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 192 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $957,348,177,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $90,863,312,000 | 20 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $767,278,967,000 | 5 |
| 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 | $2,378,729,831,000 | 2 |
| Managed Assets ($) | $302,325,256,000 | 2 |
| Personal trust and agency accounts, managed assets | $32,087,355,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,945,907,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $103,814,248,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $12,028,163,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 114 |
| Investment management and investment advisory agency accounts, managed assets | $90,883,272,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $42,566,311,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $7,397,132,000 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,076,404,575,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $77,024,391,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $121,667,735,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $579,034,053,000 | 2 |
| Other retirement accounts, non-managed assets | $400,152,235,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 195 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $898,526,161,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $83,511,252,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $706,562,613,000 | 5 |
| 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 | $2,292,506,085,000 | 2 |
| Managed Assets ($) | $300,390,544,000 | 2 |
| Personal trust and agency accounts, managed assets | $31,990,283,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,248,535,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $103,563,155,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,686,546,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 116 |
| Investment management and investment advisory agency accounts, managed assets | $90,469,477,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $41,432,548,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,204,020,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,992,115,541,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $73,075,133,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $115,300,385,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $573,783,327,000 | 2 |
| Other retirement accounts, non-managed assets | $377,543,684,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 199 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $852,413,012,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $83,480,495,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $659,530,984,000 | 5 |
| 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 | $2,269,856,423,000 | 2 |
| Managed Assets ($) | $307,611,221,000 | 2 |
| Personal trust and agency accounts, managed assets | $32,354,064,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,130,023,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $108,181,424,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,943,700,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 309 |
| Investment management and investment advisory agency accounts, managed assets | $92,705,045,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $41,296,965,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $6,011,295,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,962,245,202,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $71,983,859,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $112,369,362,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $584,585,382,000 | 2 |
| Other retirement accounts, non-managed assets | $362,282,438,000 | 3 |
| 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 | $831,024,161,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $85,004,674,000 | 21 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $645,285,184,000 | 5 |
| 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 | $2,056,885,537,000 | 2 |
| Managed Assets ($) | $293,957,882,000 | 2 |
| Personal trust and agency accounts, managed assets | $31,122,134,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $21,041,818,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $105,060,116,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,132,326,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 107 |
| Investment management and investment advisory agency accounts, managed assets | $86,562,394,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $39,039,094,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,588,560,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,762,927,655,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $64,954,708,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,381,857,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $542,134,323,000 | 2 |
| Other retirement accounts, non-managed assets | $311,499,734,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 194 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $737,957,033,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $80,220,516,000 | 22 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $554,207,836,000 | 5 |
| 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 | $1,957,542,421,000 | 2 |
| Managed Assets ($) | $295,547,358,000 | 2 |
| Personal trust and agency accounts, managed assets | $29,790,764,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,516,140,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $106,484,747,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,816,432,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 113 |
| Investment management and investment advisory agency accounts, managed assets | $87,603,607,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $40,335,668,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $5,279,211,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,661,995,063,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $66,433,004,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,121,205,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $543,788,169,000 | 2 |
| Other retirement accounts, non-managed assets | $296,157,590,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $649,495,095,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $78,728,935,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $525,198,854,000 | 5 |
| 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 | $1,957,258,641,000 | 2 |
| Managed Assets ($) | $295,633,927,000 | 2 |
| Personal trust and agency accounts, managed assets | $29,941,890,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,027,311,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $106,991,392,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,795,799,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 109 |
| Investment management and investment advisory agency accounts, managed assets | $88,998,856,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $38,878,679,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $4,335,139,000 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,661,624,714,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $65,690,152,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $106,898,833,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $562,630,992,000 | 2 |
| Other retirement accounts, non-managed assets | $292,234,832,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 198 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $634,169,905,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $77,863,096,000 | 23 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $505,391,415,000 | 5 |
| 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 | $1,857,783,673,000 | 2 |
| Managed Assets ($) | $283,276,733,000 | 2 |
| Personal trust and agency accounts, managed assets | $29,515,355,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $20,439,904,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $107,160,053,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $10,251,466,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 336 |
| Investment management and investment advisory agency accounts, managed assets | $80,710,042,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $35,199,913,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,566,026,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,574,506,940,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $59,692,643,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $109,003,914,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $529,816,800,000 | 2 |
| Other retirement accounts, non-managed assets | $266,891,549,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 431 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $609,102,034,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $75,910,825,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $461,706,314,000 | 5 |
| 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 | $1,661,037,031,000 | 2 |
| Managed Assets ($) | $259,040,808,000 | 2 |
| Personal trust and agency accounts, managed assets | $29,005,590,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,348,350,000 | 3 |
| Employee benefit-defined benefit accounts, managed assets | $93,818,328,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $8,219,809,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 121 |
| Investment management and investment advisory agency accounts, managed assets | $78,226,195,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $31,422,536,000 | 1 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,318,203,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,401,996,223,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $67,979,970,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $97,429,845,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $476,831,580,000 | 2 |
| Other retirement accounts, non-managed assets | $230,658,163,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 201 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $529,096,665,000 | 1 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,901,773,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $402,042,130,000 | 4 |
| 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 | $1,580,426,475,000 | 2 |
| Managed Assets ($) | $251,618,461,000 | 2 |
| Personal trust and agency accounts, managed assets | $27,723,118,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,314,201,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $88,393,579,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $6,854,824,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 128 |
| Investment management and investment advisory agency accounts, managed assets | $79,443,559,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $30,889,180,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,838,017,000 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,328,808,014,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $64,134,890,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $96,646,727,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $465,753,731,000 | 2 |
| Other retirement accounts, non-managed assets | $208,115,204,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 205 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $494,157,462,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,412,552,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $350,244,417,000 | 4 |
| 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 | $1,365,842,900,000 | 2 |
| Managed Assets ($) | $215,852,631,000 | 2 |
| Personal trust and agency accounts, managed assets | $26,163,045,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $18,471,685,000 | 4 |
| Employee benefit-defined benefit accounts, managed assets | $75,184,193,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $6,697,967,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 135 |
| Investment management and investment advisory agency accounts, managed assets | $61,033,772,000 | 3 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $28,301,969,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $1,498,187,000 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,149,990,269,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $56,075,268,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $91,263,370,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $392,128,459,000 | 2 |
| Other retirement accounts, non-managed assets | $177,948,932,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 208 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $432,574,240,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,693,814,000 | 24 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $284,403,154,000 | 4 |
| 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 | $1,293,940,969,000 | 2 |
| Managed Assets ($) | $162,117,570,000 | 3 |
| Personal trust and agency accounts, managed assets | $27,442,517,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $11,852,407,000 | 5 |
| Employee benefit-defined benefit accounts, managed assets | $57,637,354,000 | 3 |
| Other employee benefit and retirement-related accounts, managed assets | $6,689,444,000 | 2 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $33,395,119,000 | 8 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $25,100,729,000 | 2 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $306,045,000 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,131,823,399,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $56,701,396,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $91,942,922,000 | 3 |
| Employee benefit-defined benefit accounts, non-managed Assets | $379,758,515,000 | 2 |
| Other retirement accounts, non-managed assets | $181,839,142,000 | 3 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $421,581,424,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,030,766,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $288,330,245,000 | 4 |
| 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 | $1,454,907,136,000 | 2 |
| Managed Assets ($) | $179,904,666,000 | 3 |
| Personal trust and agency accounts, managed assets | $28,669,962,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $10,484,373,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $68,752,804,000 | 2 |
| Other employee benefit and retirement-related accounts, managed assets | $11,268,346,000 | 3 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $35,175,646,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $25,553,535,000 | 3 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $3,324,000 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,275,002,470,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $57,723,784,000 | 1 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $85,080,544,000 | 6 |
| Employee benefit-defined benefit accounts, non-managed Assets | $527,436,054,000 | 2 |
| Other retirement accounts, non-managed assets | $197,132,749,000 | 2 |
| Corporate trust and agency accounts, non-managed assets | $0 | 429 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $407,629,339,000 | 2 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,138,104,000 | 19 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $254,007,064,000 | 4 |
| 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 |