Home > Truist Bank > Total Fiduciary and Related Assets
Truist Bank, Total Fiduciary and Related Assets
| 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 | $110,798,000,000 | 20 |
| Managed Assets ($) | $72,268,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $15,813,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,000,000 | 79 |
| Employee benefit-defined benefit accounts, managed assets | $495,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $3,484,000,000 | 17 |
| Corporate trust and agency accounts, managed assets | $790,000,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $32,284,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $17,043,000,000 | 8 |
| Other fiduciary accounts, managed assets | $2,277,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,106,000,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,530,000,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $1,241,000,000 | 40 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $771,000,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,783,000,000 | 9 |
| Other retirement accounts, non-managed assets | $1,244,000,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $13,195,000,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $1,170,000,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $92,000,000 | 32 |
| Other fiduciary accounts, non-managed assets | $34,000,000 | 34 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,606,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 41 |
| Individual retirement,health savings and similar accounts, non-managed | $118,000,000 | 47 |
| 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 | $106,920,000,000 | 22 |
| Managed Assets ($) | $69,704,000,000 | 14 |
| Personal trust and agency accounts, managed assets | $15,726,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $85,000,000 | 81 |
| Employee benefit-defined benefit accounts, managed assets | $490,000,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $3,349,000,000 | 17 |
| Corporate trust and agency accounts, managed assets | $775,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $30,749,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $16,396,000,000 | 8 |
| Other fiduciary accounts, managed assets | $2,134,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,023,000,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $37,216,000,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $1,257,000,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $818,000,000 | 52 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,663,000,000 | 10 |
| Other retirement accounts, non-managed assets | $1,308,000,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $11,990,000,000 | 19 |
| Investment management and advisory agency accounts, non-managed assets | $1,034,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $112,000,000 | 32 |
| Other fiduciary accounts, non-managed assets | $34,000,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $70,450,000,000 | 30 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $121,000,000 | 44 |
| 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 | $103,447,000,000 | 23 |
| Managed Assets ($) | $68,627,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $15,905,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $82,000,000 | 86 |
| Employee benefit-defined benefit accounts, managed assets | $481,000,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $3,265,000,000 | 17 |
| Corporate trust and agency accounts, managed assets | $729,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $30,296,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $15,756,000,000 | 8 |
| Other fiduciary accounts, managed assets | $2,113,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,911,000,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $296,000,000 | 31 |
| Non-managed Assets ($) | $34,820,000,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $1,266,000,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $806,000,000 | 58 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,702,000,000 | 10 |
| Other retirement accounts, non-managed assets | $1,180,000,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $11,723,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $999,000,000 | 13 |
| Foundation and endowment trust and agency accounts, non-managed assets | $111,000,000 | 29 |
| Other fiduciary accounts, non-managed assets | $33,000,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,424,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $120,000,000 | 52 |
| 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 | $97,498,000,000 | 23 |
| Managed Assets ($) | $64,394,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $15,330,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $81,000,000 | 82 |
| Employee benefit-defined benefit accounts, managed assets | $467,000,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $3,241,000,000 | 17 |
| Corporate trust and agency accounts, managed assets | $702,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $28,287,000,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | $14,160,000,000 | 8 |
| Other fiduciary accounts, managed assets | $2,126,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,840,000,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $33,104,000,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $1,245,000,000 | 41 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $792,000,000 | 55 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,950,000,000 | 10 |
| Other retirement accounts, non-managed assets | $1,138,000,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $10,837,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $1,002,000,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $106,000,000 | 29 |
| Other fiduciary accounts, non-managed assets | $34,000,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,749,000,000 | 29 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $117,000,000 | 46 |
| 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 | $104,477,000,000 | 18 |
| Managed Assets ($) | $66,370,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $16,268,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $86,000,000 | 75 |
| Employee benefit-defined benefit accounts, managed assets | $655,000,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $3,336,000,000 | 16 |
| Corporate trust and agency accounts, managed assets | $679,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $28,679,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $14,565,000,000 | 7 |
| Other fiduciary accounts, managed assets | $2,102,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $2,984,000,000 | 15 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,107,000,000 | 20 |
| Personal trust and agency accounts, non-managed assets | $1,188,000,000 | 35 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $838,000,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,419,000,000 | 8 |
| Other retirement accounts, non-managed assets | $1,753,000,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $13,737,000,000 | 15 |
| Investment management and advisory agency accounts, non-managed assets | $1,017,000,000 | 10 |
| Foundation and endowment trust and agency accounts, non-managed assets | $121,000,000 | 26 |
| Other fiduciary accounts, non-managed assets | $34,000,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $69,212,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $134,000,000 | 44 |
| 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 | $115,230,000,000 | 18 |
| Managed Assets ($) | $74,278,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $17,955,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $104,000,000 | 70 |
| Employee benefit-defined benefit accounts, managed assets | $761,000,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $3,821,000,000 | 16 |
| Corporate trust and agency accounts, managed assets | $675,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $31,854,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $16,766,000,000 | 7 |
| Other fiduciary accounts, managed assets | $2,342,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,408,000,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $40,952,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,284,000,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $929,000,000 | 48 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,805,000,000 | 8 |
| Other retirement accounts, non-managed assets | $1,870,000,000 | 18 |
| Corporate trust and agency accounts, non-managed assets | $12,701,000,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $1,188,000,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $140,000,000 | 25 |
| Other fiduciary accounts, non-managed assets | $35,000,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $71,352,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $166,000,000 | 41 |
| 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 | $121,775,000,000 | 18 |
| Managed Assets ($) | $77,151,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $18,659,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $162,000,000 | 62 |
| Employee benefit-defined benefit accounts, managed assets | $1,047,000,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $4,196,000,000 | 16 |
| Corporate trust and agency accounts, managed assets | $691,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $32,896,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $17,014,000,000 | 7 |
| Other fiduciary accounts, managed assets | $2,486,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,662,000,000 | 14 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $450,000,000 | 21 |
| Non-managed Assets ($) | $44,624,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $1,287,000,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $915,000,000 | 49 |
| Employee benefit-defined benefit accounts, non-managed Assets | $26,129,000,000 | 9 |
| Other retirement accounts, non-managed assets | $1,867,000,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $12,961,000,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $1,278,000,000 | 11 |
| Foundation and endowment trust and agency accounts, non-managed assets | $152,000,000 | 26 |
| Other fiduciary accounts, non-managed assets | $35,000,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,480,000,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $182,000,000 | 44 |
| 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 | $117,024,000,000 | 18 |
| Managed Assets ($) | $74,644,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $19,203,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $164,000,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $1,049,000,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $4,130,000,000 | 16 |
| Corporate trust and agency accounts, managed assets | $667,000,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $31,435,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $15,520,000,000 | 7 |
| Other fiduciary accounts, managed assets | $2,476,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,544,000,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $42,380,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,195,000,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,253,000,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,923,000,000 | 9 |
| Other retirement accounts, non-managed assets | $1,855,000,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $11,714,000,000 | 14 |
| Investment management and advisory agency accounts, non-managed assets | $1,222,000,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $182,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $36,000,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $72,441,000,000 | 25 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $175,000,000 | 37 |
| 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 | $116,077,000,000 | 18 |
| Managed Assets ($) | $75,203,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $19,607,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $166,000,000 | 63 |
| Employee benefit-defined benefit accounts, managed assets | $1,171,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $4,297,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $651,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $31,248,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $15,587,000,000 | 7 |
| Other fiduciary accounts, managed assets | $2,476,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,601,000,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $40,874,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,216,000,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,232,000,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,041,000,000 | 9 |
| Other retirement accounts, non-managed assets | $2,032,000,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $9,945,000,000 | 16 |
| Investment management and advisory agency accounts, non-managed assets | $1,180,000,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $191,000,000 | 22 |
| Other fiduciary accounts, non-managed assets | $37,000,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $73,252,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $175,000,000 | 41 |
| 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 | $111,333,000,000 | 19 |
| Managed Assets ($) | $72,348,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $19,157,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $178,000,000 | 57 |
| Employee benefit-defined benefit accounts, managed assets | $1,159,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $4,140,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $602,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $29,611,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $15,043,000,000 | 7 |
| Other fiduciary accounts, managed assets | $2,458,000,000 | 8 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,447,000,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $38,985,000,000 | 21 |
| Personal trust and agency accounts, non-managed assets | $1,327,000,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,325,000,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,926,000,000 | 9 |
| Other retirement accounts, non-managed assets | $1,743,000,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $8,945,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $1,161,000,000 | 12 |
| Foundation and endowment trust and agency accounts, non-managed assets | $374,000,000 | 18 |
| Other fiduciary accounts, non-managed assets | $184,000,000 | 31 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $68,828,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $165,000,000 | 40 |
| 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 | $120,944,000,000 | 18 |
| Managed Assets ($) | $70,609,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $18,677,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $951,000,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,246,000,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $4,031,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $636,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $28,536,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $14,188,000,000 | 7 |
| Other fiduciary accounts, managed assets | $2,344,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,401,000,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $564,000,000 | 23 |
| Non-managed Assets ($) | $50,335,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $1,326,000,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $13,561,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,407,000,000 | 9 |
| Other retirement accounts, non-managed assets | $1,738,000,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $8,877,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $980,000,000 | 15 |
| Foundation and endowment trust and agency accounts, non-managed assets | $263,000,000 | 21 |
| Other fiduciary accounts, non-managed assets | $183,000,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $67,621,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $158,000,000 | 44 |
| 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 | $111,674,000,000 | 18 |
| Managed Assets ($) | $65,825,000,000 | 13 |
| Personal trust and agency accounts, managed assets | $17,419,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $902,000,000 | 19 |
| Employee benefit-defined benefit accounts, managed assets | $1,339,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $3,860,000,000 | 15 |
| Corporate trust and agency accounts, managed assets | $655,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $26,399,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $13,112,000,000 | 7 |
| Other fiduciary accounts, managed assets | $2,139,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,157,000,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $45,849,000,000 | 18 |
| Personal trust and agency accounts, non-managed assets | $1,117,000,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,637,000,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,551,000,000 | 9 |
| Other retirement accounts, non-managed assets | $1,674,000,000 | 19 |
| Corporate trust and agency accounts, non-managed assets | $7,713,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $744,000,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $245,000,000 | 21 |
| Other fiduciary accounts, non-managed assets | $168,000,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $63,096,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | $134,000,000 | 40 |
| 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 | $118,560,000,000 | 16 |
| Managed Assets ($) | $64,998,000,000 | 12 |
| Personal trust and agency accounts, managed assets | $17,045,000,000 | 9 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $972,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,322,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $3,992,000,000 | 14 |
| Corporate trust and agency accounts, managed assets | $639,000,000 | 9 |
| Investment management and investment advisory agency accounts, managed assets | $26,339,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $12,600,000,000 | 7 |
| Other fiduciary accounts, managed assets | $2,089,000,000 | 7 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,052,000,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $53,562,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $1,034,000,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $21,228,000,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,434,000,000 | 9 |
| Other retirement accounts, non-managed assets | $1,444,000,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $8,234,000,000 | 18 |
| Investment management and advisory agency accounts, non-managed assets | $582,000,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $440,000,000 | 15 |
| Other fiduciary accounts, non-managed assets | $166,000,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $61,921,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $127,000,000 | 42 |
| 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 | $106,004,000,000 | 16 |
| Managed Assets ($) | $57,155,000,000 | 12 |
| Personal trust and agency accounts, managed assets | $16,791,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $871,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,182,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $3,492,000,000 | 14 |
| Corporate trust and agency accounts, managed assets | $612,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $22,315,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $11,729,000,000 | 7 |
| Other fiduciary accounts, managed assets | $163,000,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $2,687,000,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $48,849,000,000 | 17 |
| Personal trust and agency accounts, non-managed assets | $1,022,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $18,660,000,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,714,000,000 | 9 |
| Other retirement accounts, non-managed assets | $1,270,000,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $8,158,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $472,000,000 | 18 |
| Foundation and endowment trust and agency accounts, non-managed assets | $433,000,000 | 14 |
| Other fiduciary accounts, non-managed assets | $120,000,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $60,952,000,000 | 26 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $112,000,000 | 46 |
| 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 | $121,272,000,000 | 15 |
| Managed Assets ($) | $65,344,000,000 | 12 |
| Personal trust and agency accounts, managed assets | $19,763,000,000 | 8 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $983,000,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,279,000,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $4,177,000,000 | 13 |
| Corporate trust and agency accounts, managed assets | $607,000,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $25,545,000,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $12,828,000,000 | 7 |
| Other fiduciary accounts, managed assets | $162,000,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $3,139,000,000 | 13 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $699,000,000 | 21 |
| Non-managed Assets ($) | $55,928,000,000 | 16 |
| Personal trust and agency accounts, non-managed assets | $1,168,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $22,337,000,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,068,000,000 | 9 |
| Other retirement accounts, non-managed assets | $1,281,000,000 | 20 |
| Corporate trust and agency accounts, non-managed assets | $8,924,000,000 | 17 |
| Investment management and advisory agency accounts, non-managed assets | $561,000,000 | 19 |
| Foundation and endowment trust and agency accounts, non-managed assets | $445,000,000 | 16 |
| Other fiduciary accounts, non-managed assets | $144,000,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $66,324,000,000 | 27 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $137,000,000 | 47 |
| 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 | $42,544,000,000 | 31 |
| Managed Assets ($) | $17,790,000,000 | 29 |
| Personal trust and agency accounts, managed assets | $4,736,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $188,000,000 | 53 |
| Employee benefit-defined benefit accounts, managed assets | $345,000,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $1,823,000,000 | 23 |
| Corporate trust and agency accounts, managed assets | $5,000,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $8,688,000,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,842,000,000 | 18 |
| Other fiduciary accounts, managed assets | $163,000,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,709,000,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $24,754,000,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $416,000,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,433,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $9,513,000,000 | 15 |
| Other retirement accounts, non-managed assets | $151,000,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $2,052,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $45,000,000 | 44 |
| Other fiduciary accounts, non-managed assets | $144,000,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,305,000,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $44,000,000 | 85 |
| 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 | $41,613,000,000 | 30 |
| Managed Assets ($) | $17,847,000,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,781,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $198,000,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $328,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $1,790,000,000 | 22 |
| Corporate trust and agency accounts, managed assets | $4,000,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $8,532,000,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $2,049,000,000 | 17 |
| Other fiduciary accounts, managed assets | $165,000,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,677,000,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,766,000,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $415,000,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,442,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,827,000,000 | 16 |
| Other retirement accounts, non-managed assets | $150,000,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $1,745,000,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $40,000,000 | 45 |
| Other fiduciary accounts, non-managed assets | $147,000,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,941,000,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $43,000,000 | 93 |
| 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 | $40,620,000,000 | 30 |
| Managed Assets ($) | $17,280,000,000 | 29 |
| Personal trust and agency accounts, managed assets | $4,758,000,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $194,000,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $344,000,000 | 35 |
| Other employee benefit and retirement-related accounts, managed assets | $1,720,000,000 | 21 |
| Corporate trust and agency accounts, managed assets | $4,000,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $8,091,000,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $2,005,000,000 | 17 |
| Other fiduciary accounts, managed assets | $164,000,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,609,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $23,340,000,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $409,000,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,221,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,786,000,000 | 15 |
| Other retirement accounts, non-managed assets | $148,000,000 | 46 |
| Corporate trust and agency accounts, non-managed assets | $1,603,000,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $28,000,000 | 52 |
| Other fiduciary accounts, non-managed assets | $145,000,000 | 33 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,825,000,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $43,000,000 | 89 |
| 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 | $37,509,000,000 | 30 |
| Managed Assets ($) | $16,038,000,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,376,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,000,000 | 56 |
| Employee benefit-defined benefit accounts, managed assets | $361,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $1,580,000,000 | 21 |
| Corporate trust and agency accounts, managed assets | $4,000,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $7,462,000,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,896,000,000 | 16 |
| Other fiduciary accounts, managed assets | $174,000,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,475,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $608,000,000 | 20 |
| Non-managed Assets ($) | $21,471,000,000 | 24 |
| Personal trust and agency accounts, non-managed assets | $371,000,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,475,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,650,000,000 | 16 |
| Other retirement accounts, non-managed assets | $122,000,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $1,695,000,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $27,000,000 | 56 |
| Other fiduciary accounts, non-managed assets | $131,000,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,776,000,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $41,000,000 | 97 |
| 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 | $39,867,000,000 | 30 |
| Managed Assets ($) | $16,885,000,000 | 29 |
| Personal trust and agency accounts, managed assets | $4,632,000,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $203,000,000 | 55 |
| Employee benefit-defined benefit accounts, managed assets | $389,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $1,712,000,000 | 21 |
| Corporate trust and agency accounts, managed assets | $4,000,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $7,760,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $2,012,000,000 | 16 |
| Other fiduciary accounts, managed assets | $173,000,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,605,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,982,000,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $408,000,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,567,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,192,000,000 | 16 |
| Other retirement accounts, non-managed assets | $138,000,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $1,508,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $29,000,000 | 52 |
| Other fiduciary accounts, non-managed assets | $140,000,000 | 32 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,368,000,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $46,000,000 | 84 |
| 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 | $38,912,000,000 | 30 |
| Managed Assets ($) | $16,482,000,000 | 29 |
| Personal trust and agency accounts, managed assets | $4,567,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $199,000,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $380,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $1,650,000,000 | 21 |
| Corporate trust and agency accounts, managed assets | $3,000,000 | 46 |
| Investment management and investment advisory agency accounts, managed assets | $7,405,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,997,000,000 | 16 |
| Other fiduciary accounts, managed assets | $281,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,545,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,430,000,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $394,000,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $12,300,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,031,000,000 | 16 |
| Other retirement accounts, non-managed assets | $135,000,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $1,508,000,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,000,000 | 53 |
| Other fiduciary accounts, non-managed assets | $36,000,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,518,000,000 | 37 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $46,000,000 | 83 |
| 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 | $38,581,000,000 | 30 |
| Managed Assets ($) | $16,371,000,000 | 29 |
| Personal trust and agency accounts, managed assets | $4,608,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $209,000,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $385,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $1,607,000,000 | 22 |
| Corporate trust and agency accounts, managed assets | $3,000,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $7,342,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,937,000,000 | 17 |
| Other fiduciary accounts, managed assets | $280,000,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,523,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $22,210,000,000 | 25 |
| Personal trust and agency accounts, non-managed assets | $392,000,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,944,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $8,141,000,000 | 15 |
| Other retirement accounts, non-managed assets | $137,000,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $1,531,000,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $26,000,000 | 54 |
| Other fiduciary accounts, non-managed assets | $39,000,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $15,357,000,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $48,000,000 | 80 |
| 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 | $38,409,000,000 | 30 |
| Managed Assets ($) | $16,546,000,000 | 30 |
| Personal trust and agency accounts, managed assets | $4,727,000,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $223,000,000 | 47 |
| Employee benefit-defined benefit accounts, managed assets | $391,000,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $1,621,000,000 | 23 |
| Corporate trust and agency accounts, managed assets | $3,000,000 | 73 |
| Investment management and investment advisory agency accounts, managed assets | $7,382,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,917,000,000 | 17 |
| Other fiduciary accounts, managed assets | $282,000,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,539,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $685,000,000 | 19 |
| Non-managed Assets ($) | $21,863,000,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $397,000,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,846,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,913,000,000 | 16 |
| Other retirement accounts, non-managed assets | $141,000,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $1,522,000,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000,000 | 104 |
| Other fiduciary accounts, non-managed assets | $40,000,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,818,000,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $50,000,000 | 84 |
| 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 | $37,154,000,000 | 30 |
| Managed Assets ($) | $16,148,000,000 | 30 |
| Personal trust and agency accounts, managed assets | $4,613,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $246,000,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $413,000,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $1,584,000,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $7,135,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,870,000,000 | 17 |
| Other fiduciary accounts, managed assets | $287,000,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,497,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $21,006,000,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $368,000,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,422,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,509,000,000 | 18 |
| Other retirement accounts, non-managed assets | $139,000,000 | 48 |
| Corporate trust and agency accounts, non-managed assets | $1,532,000,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $4,000,000 | 93 |
| Other fiduciary accounts, non-managed assets | $32,000,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,121,000,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $49,000,000 | 78 |
| 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 | $36,244,000,000 | 30 |
| Managed Assets ($) | $15,717,000,000 | 29 |
| Personal trust and agency accounts, managed assets | $4,550,000,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $243,000,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $382,000,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $1,498,000,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,897,000,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,840,000,000 | 18 |
| Other fiduciary accounts, managed assets | $307,000,000 | 11 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,431,000,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $20,527,000,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $365,000,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $11,048,000,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,320,000,000 | 17 |
| Other retirement accounts, non-managed assets | $133,000,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $1,621,000,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $3,000,000 | 98 |
| Other fiduciary accounts, non-managed assets | $37,000,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,817,000,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $45,000,000 | 87 |
| 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 | $35,562,169,000 | 30 |
| Managed Assets ($) | $15,577,774,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,534,913,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $275,307,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $378,694,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $1,461,133,000 | 22 |
| Corporate trust and agency accounts, managed assets | $20,000 | 78 |
| Investment management and investment advisory agency accounts, managed assets | $6,749,484,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,870,201,000 | 18 |
| Other fiduciary accounts, managed assets | $308,022,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,392,568,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $19,984,395,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $365,302,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,704,648,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $7,047,210,000 | 17 |
| Other retirement accounts, non-managed assets | $137,708,000 | 49 |
| Corporate trust and agency accounts, non-managed assets | $1,691,855,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,453,000 | 110 |
| Other fiduciary accounts, non-managed assets | $36,219,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,321,373,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $45,391,000 | 84 |
| 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 | $33,883,449,000 | 30 |
| Managed Assets ($) | $15,185,662,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,455,843,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $275,264,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $462,648,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $1,425,429,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 178 |
| Investment management and investment advisory agency accounts, managed assets | $6,497,796,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $1,760,726,000 | 18 |
| Other fiduciary accounts, managed assets | $307,956,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,357,374,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $631,252,000 | 21 |
| Non-managed Assets ($) | $18,697,787,000 | 26 |
| Personal trust and agency accounts, non-managed assets | $329,214,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,223,959,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,290,955,000 | 18 |
| Other retirement accounts, non-managed assets | $134,386,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $1,675,364,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,352,000 | 133 |
| Other fiduciary accounts, non-managed assets | $42,557,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,150,693,000 | 38 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $46,683,000 | 81 |
| 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 | $33,126,756,000 | 31 |
| Managed Assets ($) | $15,288,870,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,478,155,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $335,742,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $471,945,000 | 30 |
| Other employee benefit and retirement-related accounts, managed assets | $1,502,131,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $6,485,948,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $1,825,047,000 | 16 |
| Other fiduciary accounts, managed assets | $189,902,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,393,843,000 | 17 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,837,886,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $312,767,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,102,771,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $6,106,980,000 | 18 |
| Other retirement accounts, non-managed assets | $181,252,000 | 38 |
| Corporate trust and agency accounts, non-managed assets | $1,124,936,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $303,000 | 133 |
| Other fiduciary accounts, non-managed assets | $8,877,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $14,169,592,000 | 39 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $39,207,000 | 92 |
| 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 | $34,340,767,000 | 31 |
| Managed Assets ($) | $16,365,889,000 | 27 |
| Personal trust and agency accounts, managed assets | $4,484,373,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $1,599,584,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $403,495,000 | 31 |
| Other employee benefit and retirement-related accounts, managed assets | $1,515,381,000 | 19 |
| Corporate trust and agency accounts, managed assets | $0 | 86 |
| Investment management and investment advisory agency accounts, managed assets | $6,596,262,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $1,539,823,000 | 17 |
| Other fiduciary accounts, managed assets | $226,971,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,366,964,000 | 16 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $17,974,878,000 | 27 |
| Personal trust and agency accounts, non-managed assets | $309,108,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $10,565,699,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,827,595,000 | 18 |
| Other retirement accounts, non-managed assets | $172,594,000 | 42 |
| Corporate trust and agency accounts, non-managed assets | $1,072,436,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $1,452,000 | 168 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,610,000 | 61 |
| Other fiduciary accounts, non-managed assets | $9,384,000 | 47 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $13,280,217,000 | 40 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $95,713,000 | 47 |
| 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 | $28,939,063,000 | 32 |
| Managed Assets ($) | $12,463,677,000 | 32 |
| Personal trust and agency accounts, managed assets | $3,912,368,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $221,136,000 | 49 |
| Employee benefit-defined benefit accounts, managed assets | $190,757,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $1,117,558,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 85 |
| Investment management and investment advisory agency accounts, managed assets | $5,354,089,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $1,486,563,000 | 17 |
| Other fiduciary accounts, managed assets | $181,206,000 | 14 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,053,409,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $16,475,386,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $288,795,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,442,672,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,575,505,000 | 18 |
| Other retirement accounts, non-managed assets | $101,849,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $1,042,116,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,302,000 | 63 |
| Other fiduciary accounts, non-managed assets | $8,147,000 | 48 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $12,914,380,000 | 41 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $26,745,000 | 110 |
| 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 | $28,492,051,000 | 31 |
| Managed Assets ($) | $12,505,728,000 | 31 |
| Personal trust and agency accounts, managed assets | $4,019,772,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $229,502,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $186,717,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $1,102,830,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 186 |
| Investment management and investment advisory agency accounts, managed assets | $5,316,532,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $1,474,027,000 | 17 |
| Other fiduciary accounts, managed assets | $176,348,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,045,138,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $628,475,000 | 23 |
| Non-managed Assets ($) | $15,986,323,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $259,187,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,390,130,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,117,964,000 | 18 |
| Other retirement accounts, non-managed assets | $108,884,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $1,051,038,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
| Foundation and endowment trust and agency accounts, non-managed assets | $16,904,000 | 64 |
| Other fiduciary accounts, non-managed assets | $42,216,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,985,524,000 | 42 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $33,991,000 | 105 |
| 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 | $27,963,393,000 | 31 |
| Managed Assets ($) | $12,985,066,000 | 28 |
| Personal trust and agency accounts, managed assets | $4,018,740,000 | 26 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $231,450,000 | 45 |
| Employee benefit-defined benefit accounts, managed assets | $458,161,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $1,096,848,000 | 22 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $5,374,942,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $1,641,008,000 | 16 |
| Other fiduciary accounts, managed assets | $163,917,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $1,045,087,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,978,327,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $170,332,000 | 68 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,853,815,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,870,276,000 | 18 |
| Other retirement accounts, non-managed assets | $134,317,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $848,109,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
| Foundation and endowment trust and agency accounts, non-managed assets | $59,843,000 | 35 |
| Other fiduciary accounts, non-managed assets | $41,635,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,774,119,000 | 43 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $60,352,000 | 65 |
| 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 | $28,350,220,000 | 32 |
| Managed Assets ($) | $12,587,542,000 | 34 |
| Personal trust and agency accounts, managed assets | $3,724,917,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $224,588,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $243,855,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $1,059,378,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 88 |
| Investment management and investment advisory agency accounts, managed assets | $5,584,928,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $1,599,227,000 | 17 |
| Other fiduciary accounts, managed assets | $150,649,000 | 22 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $992,310,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,762,678,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $269,287,000 | 61 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,357,861,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,075,137,000 | 18 |
| Other retirement accounts, non-managed assets | $104,586,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $855,856,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,608,000 | 38 |
| Other fiduciary accounts, non-managed assets | $39,343,000 | 40 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,468,454,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $30,776,000 | 108 |
| 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 | $28,219,790,000 | 32 |
| Managed Assets ($) | $12,338,014,000 | 33 |
| Personal trust and agency accounts, managed assets | $3,659,941,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $222,111,000 | 48 |
| Employee benefit-defined benefit accounts, managed assets | $247,276,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $1,019,673,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 89 |
| Investment management and investment advisory agency accounts, managed assets | $5,481,963,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,551,879,000 | 17 |
| Other fiduciary accounts, managed assets | $155,171,000 | 21 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $944,947,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,881,776,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $326,879,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $9,282,343,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $5,188,422,000 | 19 |
| Other retirement accounts, non-managed assets | $104,606,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $918,367,000 | 34 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,119,000 | 57 |
| Other fiduciary accounts, non-managed assets | $39,040,000 | 42 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,024,439,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $23,187,000 | 128 |
| 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 | $27,232,127,000 | 32 |
| Managed Assets ($) | $11,985,641,000 | 33 |
| Personal trust and agency accounts, managed assets | $3,621,285,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $185,192,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $241,706,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $974,933,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 189 |
| Investment management and investment advisory agency accounts, managed assets | $5,319,287,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,490,981,000 | 17 |
| Other fiduciary accounts, managed assets | $152,257,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $905,854,000 | 22 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $690,119,000 | 21 |
| Non-managed Assets ($) | $15,246,486,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $350,922,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,983,393,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,944,588,000 | 19 |
| Other retirement accounts, non-managed assets | $101,157,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $805,942,000 | 35 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $21,905,000 | 60 |
| Other fiduciary accounts, non-managed assets | $38,579,000 | 43 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,551,405,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $22,907,000 | 150 |
| 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 | $26,849,010,000 | 33 |
| Managed Assets ($) | $11,919,357,000 | 33 |
| Personal trust and agency accounts, managed assets | $3,633,889,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $189,213,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $243,935,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $972,498,000 | 24 |
| Corporate trust and agency accounts, managed assets | $793,000 | 57 |
| Investment management and investment advisory agency accounts, managed assets | $5,276,167,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $1,451,648,000 | 17 |
| Other fiduciary accounts, managed assets | $151,214,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $895,954,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,929,653,000 | 30 |
| Personal trust and agency accounts, non-managed assets | $355,549,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,730,312,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,765,164,000 | 19 |
| Other retirement accounts, non-managed assets | $99,913,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $915,030,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,434,000 | 53 |
| Other fiduciary accounts, non-managed assets | $38,251,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,123,336,000 | 44 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $23,339,000 | 123 |
| 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 | $27,312,530,000 | 31 |
| Managed Assets ($) | $12,267,286,000 | 32 |
| Personal trust and agency accounts, managed assets | $3,686,521,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $190,737,000 | 51 |
| Employee benefit-defined benefit accounts, managed assets | $244,482,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $961,964,000 | 24 |
| Corporate trust and agency accounts, managed assets | $793,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $5,533,633,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $1,502,035,000 | 17 |
| Other fiduciary accounts, managed assets | $147,121,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $881,332,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $15,045,244,000 | 28 |
| Personal trust and agency accounts, non-managed assets | $352,838,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,893,149,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,779,799,000 | 19 |
| Other retirement accounts, non-managed assets | $100,965,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $857,017,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,948,000 | 52 |
| Other fiduciary accounts, non-managed assets | $35,528,000 | 38 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,201,290,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $24,159,000 | 122 |
| 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 | $26,495,752,000 | 32 |
| Managed Assets ($) | $11,965,415,000 | 33 |
| Personal trust and agency accounts, managed assets | $3,607,799,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,940,000 | 52 |
| Employee benefit-defined benefit accounts, managed assets | $233,608,000 | 42 |
| Other employee benefit and retirement-related accounts, managed assets | $920,935,000 | 24 |
| Corporate trust and agency accounts, managed assets | $793,000 | 58 |
| Investment management and investment advisory agency accounts, managed assets | $5,373,345,000 | 31 |
| Foundation and endowment trust and agency accounts, managed assets | $1,502,698,000 | 17 |
| Other fiduciary accounts, managed assets | $144,297,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $840,565,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $14,530,337,000 | 29 |
| Personal trust and agency accounts, non-managed assets | $339,005,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,587,275,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,612,264,000 | 20 |
| Other retirement accounts, non-managed assets | $90,957,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $840,239,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $25,262,000 | 52 |
| Other fiduciary accounts, non-managed assets | $35,335,000 | 39 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $10,460,181,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $23,443,000 | 125 |
| 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 | $26,666,247,000 | 32 |
| Managed Assets ($) | $12,831,774,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,534,905,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $181,968,000 | 50 |
| Employee benefit-defined benefit accounts, managed assets | $235,737,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $883,299,000 | 24 |
| Corporate trust and agency accounts, managed assets | $793,000 | 108 |
| Investment management and investment advisory agency accounts, managed assets | $6,433,701,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $1,405,965,000 | 18 |
| Other fiduciary accounts, managed assets | $155,406,000 | 20 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $816,367,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $624,531,000 | 24 |
| Non-managed Assets ($) | $13,834,473,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $333,541,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $8,254,831,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,255,277,000 | 20 |
| Other retirement accounts, non-managed assets | $87,727,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $844,218,000 | 33 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $24,706,000 | 53 |
| Other fiduciary accounts, non-managed assets | $34,173,000 | 41 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $9,352,922,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $19,997,000 | 178 |
| 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 | $25,240,842,000 | 33 |
| Managed Assets ($) | $12,269,431,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,351,362,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $173,980,000 | 54 |
| Employee benefit-defined benefit accounts, managed assets | $234,921,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $845,144,000 | 25 |
| Corporate trust and agency accounts, managed assets | $800,000 | 61 |
| Investment management and investment advisory agency accounts, managed assets | $6,186,412,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,323,538,000 | 17 |
| Other fiduciary accounts, managed assets | $153,274,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $778,576,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,971,411,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $307,858,000 | 53 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,592,572,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $4,065,751,000 | 19 |
| Other retirement accounts, non-managed assets | $87,269,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $837,382,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,740,000 | 51 |
| Other fiduciary accounts, non-managed assets | $56,839,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,982,763,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $21,300,000 | 133 |
| 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 | $24,827,611,000 | 33 |
| Managed Assets ($) | $11,938,231,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,310,496,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,848,000 | 44 |
| Employee benefit-defined benefit accounts, managed assets | $208,862,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $809,198,000 | 23 |
| Corporate trust and agency accounts, managed assets | $799,000 | 64 |
| Investment management and investment advisory agency accounts, managed assets | $5,968,998,000 | 24 |
| Foundation and endowment trust and agency accounts, managed assets | $1,281,041,000 | 17 |
| Other fiduciary accounts, managed assets | $149,989,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $741,823,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,889,380,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $272,755,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,729,999,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,838,596,000 | 19 |
| Other retirement accounts, non-managed assets | $84,795,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $883,522,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,926,000 | 51 |
| Other fiduciary accounts, non-managed assets | $56,787,000 | 36 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,900,742,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $21,300,000 | 135 |
| 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 | $25,001,512,000 | 33 |
| Managed Assets ($) | $12,138,885,000 | 29 |
| Personal trust and agency accounts, managed assets | $3,385,221,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $218,808,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $210,771,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $807,588,000 | 24 |
| Corporate trust and agency accounts, managed assets | $1,958,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $6,047,322,000 | 25 |
| Foundation and endowment trust and agency accounts, managed assets | $1,315,594,000 | 17 |
| Other fiduciary accounts, managed assets | $151,623,000 | 19 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $739,110,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $12,862,627,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $221,204,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $7,499,172,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,867,775,000 | 19 |
| Other retirement accounts, non-managed assets | $77,447,000 | 60 |
| Corporate trust and agency accounts, non-managed assets | $1,115,007,000 | 29 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $23,290,000 | 49 |
| Other fiduciary accounts, non-managed assets | $58,732,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,911,051,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $21,514,000 | 133 |
| 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 | $23,662,380,000 | 33 |
| Managed Assets ($) | $11,802,770,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,321,844,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $217,170,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $207,293,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $767,611,000 | 24 |
| Corporate trust and agency accounts, managed assets | $2,117,000 | 90 |
| Investment management and investment advisory agency accounts, managed assets | $5,897,010,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,239,003,000 | 17 |
| Other fiduciary accounts, managed assets | $150,722,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $709,843,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $888,422,000 | 19 |
| Non-managed Assets ($) | $11,859,610,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $174,039,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,996,815,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,400,036,000 | 20 |
| Other retirement accounts, non-managed assets | $78,547,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $1,127,163,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $22,565,000 | 49 |
| Other fiduciary accounts, non-managed assets | $60,445,000 | 37 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,902,069,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $24,893,000 | 144 |
| 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 | $23,638,297,000 | 31 |
| Managed Assets ($) | $11,889,968,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,290,948,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $217,370,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $214,059,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $754,551,000 | 23 |
| Corporate trust and agency accounts, managed assets | $2,104,000 | 53 |
| Investment management and investment advisory agency accounts, managed assets | $6,017,947,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,242,888,000 | 17 |
| Other fiduciary accounts, managed assets | $150,101,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $697,756,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,748,329,000 | 32 |
| Personal trust and agency accounts, non-managed assets | $224,212,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,929,128,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,250,768,000 | 20 |
| Other retirement accounts, non-managed assets | $78,590,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $1,144,663,000 | 28 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,171,000 | 30 |
| Other fiduciary accounts, non-managed assets | $60,797,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,546,902,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $25,387,000 | 118 |
| 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 | $22,360,432,000 | 33 |
| Managed Assets ($) | $11,438,227,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,214,699,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $208,543,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $200,839,000 | 40 |
| Other employee benefit and retirement-related accounts, managed assets | $703,057,000 | 24 |
| Corporate trust and agency accounts, managed assets | $2,103,000 | 52 |
| Investment management and investment advisory agency accounts, managed assets | $5,744,337,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,217,561,000 | 16 |
| Other fiduciary accounts, managed assets | $147,088,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $667,136,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,922,205,000 | 33 |
| Personal trust and agency accounts, non-managed assets | $195,362,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,580,266,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,004,676,000 | 20 |
| Other retirement accounts, non-managed assets | $75,651,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $942,977,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $62,956,000 | 30 |
| Other fiduciary accounts, non-managed assets | $60,317,000 | 35 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,642,079,000 | 46 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | $24,157,000 | 116 |
| 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 | $22,704,822,000 | 33 |
| Managed Assets ($) | $11,590,207,000 | 29 |
| Personal trust and agency accounts, managed assets | $3,239,876,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $221,602,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $205,910,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $736,140,000 | 22 |
| Corporate trust and agency accounts, managed assets | $2,077,000 | 54 |
| Investment management and investment advisory agency accounts, managed assets | $5,780,852,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,267,362,000 | 15 |
| Other fiduciary accounts, managed assets | $136,388,000 | 16 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $682,950,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $11,114,615,000 | 31 |
| Personal trust and agency accounts, non-managed assets | $195,119,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,730,378,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $3,033,053,000 | 20 |
| Other retirement accounts, non-managed assets | $77,937,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $1,000,668,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $72,549,000 | 25 |
| Other fiduciary accounts, non-managed assets | $4,911,000 | 52 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,600,148,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $25,399,000 | 114 |
| 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 | $21,271,681,000 | 33 |
| Managed Assets ($) | $11,116,664,000 | 27 |
| Personal trust and agency accounts, managed assets | $3,114,550,000 | 27 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $211,496,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $197,938,000 | 39 |
| Other employee benefit and retirement-related accounts, managed assets | $688,079,000 | 21 |
| Corporate trust and agency accounts, managed assets | $0 | 222 |
| Investment management and investment advisory agency accounts, managed assets | $5,543,286,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $1,211,859,000 | 14 |
| Other fiduciary accounts, managed assets | $149,456,000 | 17 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $628,365,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,133,435,000 | 19 |
| Non-managed Assets ($) | $10,155,017,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $212,515,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,972,006,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,800,011,000 | 21 |
| Other retirement accounts, non-managed assets | $73,670,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $1,023,799,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $68,636,000 | 27 |
| Other fiduciary accounts, non-managed assets | $4,380,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,378,888,000 | 45 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $25,306,000 | 137 |
| 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 | $20,520,425,000 | 35 |
| Managed Assets ($) | $10,871,569,000 | 29 |
| Personal trust and agency accounts, managed assets | $3,045,453,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $210,442,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $192,163,000 | 41 |
| Other employee benefit and retirement-related accounts, managed assets | $656,525,000 | 25 |
| Corporate trust and agency accounts, managed assets | $0 | 87 |
| Investment management and investment advisory agency accounts, managed assets | $5,436,178,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,174,364,000 | 14 |
| Other fiduciary accounts, managed assets | $156,444,000 | 18 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $593,517,000 | 21 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,648,856,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $193,485,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,591,518,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,649,380,000 | 22 |
| Other retirement accounts, non-managed assets | $70,100,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $1,078,890,000 | 30 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $60,818,000 | 28 |
| Other fiduciary accounts, non-managed assets | $4,665,000 | 53 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,124,337,000 | 48 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $25,124,000 | 108 |
| 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 | $22,310,176,000 | 34 |
| Managed Assets ($) | $11,657,100,000 | 29 |
| Personal trust and agency accounts, managed assets | $3,483,879,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $236,767,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $206,802,000 | 45 |
| Other employee benefit and retirement-related accounts, managed assets | $710,616,000 | 23 |
| Corporate trust and agency accounts, managed assets | $0 | 93 |
| Investment management and investment advisory agency accounts, managed assets | $5,725,200,000 | 26 |
| Foundation and endowment trust and agency accounts, managed assets | $1,091,719,000 | 17 |
| Other fiduciary accounts, managed assets | $202,117,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $649,931,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,653,076,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $181,535,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,279,129,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,946,923,000 | 22 |
| Other retirement accounts, non-managed assets | $77,146,000 | 58 |
| Corporate trust and agency accounts, non-managed assets | $1,078,782,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $76,190,000 | 25 |
| Other fiduciary accounts, non-managed assets | $13,371,000 | 49 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,327,418,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $27,898,000 | 103 |
| 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 | $21,883,792,000 | 35 |
| Managed Assets ($) | $11,358,126,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,610,473,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $237,718,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $200,480,000 | 43 |
| Other employee benefit and retirement-related accounts, managed assets | $691,737,000 | 23 |
| Corporate trust and agency accounts, managed assets | $2,879,000 | 56 |
| Investment management and investment advisory agency accounts, managed assets | $5,420,133,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $963,060,000 | 18 |
| Other fiduciary accounts, managed assets | $231,646,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $634,732,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $10,525,666,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $216,186,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $6,183,332,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,905,994,000 | 22 |
| Other retirement accounts, non-managed assets | $88,795,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $1,052,030,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $77,471,000 | 26 |
| Other fiduciary accounts, non-managed assets | $1,858,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,555,220,000 | 47 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $39,779,000 | 80 |
| 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 | $21,144,280,000 | 36 |
| Managed Assets ($) | $11,026,599,000 | 31 |
| Personal trust and agency accounts, managed assets | $3,521,862,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $228,716,000 | 40 |
| Employee benefit-defined benefit accounts, managed assets | $201,182,000 | 46 |
| Other employee benefit and retirement-related accounts, managed assets | $669,852,000 | 24 |
| Corporate trust and agency accounts, managed assets | $3,940,000 | 83 |
| Investment management and investment advisory agency accounts, managed assets | $5,177,822,000 | 30 |
| Foundation and endowment trust and agency accounts, managed assets | $1,001,249,000 | 18 |
| Other fiduciary accounts, managed assets | $221,976,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $613,590,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,102,011,000 | 20 |
| Non-managed Assets ($) | $10,117,681,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $186,168,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,773,462,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,786,620,000 | 22 |
| Other retirement accounts, non-managed assets | $87,822,000 | 56 |
| Corporate trust and agency accounts, non-managed assets | $1,216,883,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $63,154,000 | 30 |
| Other fiduciary accounts, non-managed assets | $3,572,000 | 74 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $5,519,758,000 | 49 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $41,977,000 | 88 |
| 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 | $20,048,869,000 | 36 |
| Managed Assets ($) | $10,678,687,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,323,037,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $230,154,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $187,806,000 | 47 |
| Other employee benefit and retirement-related accounts, managed assets | $652,647,000 | 23 |
| Corporate trust and agency accounts, managed assets | $3,894,000 | 50 |
| Investment management and investment advisory agency accounts, managed assets | $5,107,926,000 | 29 |
| Foundation and endowment trust and agency accounts, managed assets | $967,257,000 | 17 |
| Other fiduciary accounts, managed assets | $205,966,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $589,229,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,370,182,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $180,071,000 | 64 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,261,432,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,616,797,000 | 22 |
| Other retirement accounts, non-managed assets | $69,590,000 | 59 |
| Corporate trust and agency accounts, non-managed assets | $1,177,306,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $61,301,000 | 29 |
| Other fiduciary accounts, non-managed assets | $3,685,000 | 55 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,799,494,000 | 52 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $33,853,000 | 85 |
| 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 | $19,155,980,000 | 36 |
| Managed Assets ($) | $10,211,696,000 | 29 |
| Personal trust and agency accounts, managed assets | $3,140,186,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $217,568,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $173,816,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $597,296,000 | 23 |
| Corporate trust and agency accounts, managed assets | $3,881,000 | 51 |
| Investment management and investment advisory agency accounts, managed assets | $5,012,802,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $863,114,000 | 16 |
| Other fiduciary accounts, managed assets | $203,033,000 | 15 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $543,809,000 | 19 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $8,944,284,000 | 35 |
| Personal trust and agency accounts, non-managed assets | $164,773,000 | 65 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,021,871,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,414,254,000 | 23 |
| Other retirement accounts, non-managed assets | $54,527,000 | 69 |
| Corporate trust and agency accounts, non-managed assets | $1,189,802,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $95,486,000 | 19 |
| Other fiduciary accounts, non-managed assets | $3,571,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,973,073,000 | 51 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $34,306,000 | 79 |
| 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 | $20,511,893,000 | 35 |
| Managed Assets ($) | $11,001,560,000 | 30 |
| Personal trust and agency accounts, managed assets | $3,395,806,000 | 28 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $233,611,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $185,648,000 | 49 |
| Other employee benefit and retirement-related accounts, managed assets | $619,888,000 | 23 |
| Corporate trust and agency accounts, managed assets | $2,154,000 | 60 |
| Investment management and investment advisory agency accounts, managed assets | $5,153,121,000 | 27 |
| Foundation and endowment trust and agency accounts, managed assets | $967,958,000 | 16 |
| Other fiduciary accounts, managed assets | $443,374,000 | 12 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $570,986,000 | 18 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $9,510,333,000 | 34 |
| Personal trust and agency accounts, non-managed assets | $191,123,000 | 58 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $5,337,434,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,572,677,000 | 22 |
| Other retirement accounts, non-managed assets | $60,239,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $1,304,228,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $42,632,000 | 35 |
| Other fiduciary accounts, non-managed assets | $2,000,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,939,781,000 | 53 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $37,941,000 | 75 |
| 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 | $19,718,599,000 | 36 |
| Managed Assets ($) | $10,570,927,000 | 32 |
| Personal trust and agency accounts, managed assets | $3,323,523,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $229,452,000 | 39 |
| Employee benefit-defined benefit accounts, managed assets | $160,312,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $586,935,000 | 24 |
| Corporate trust and agency accounts, managed assets | $2,144,000 | 98 |
| Investment management and investment advisory agency accounts, managed assets | $4,885,638,000 | 28 |
| Foundation and endowment trust and agency accounts, managed assets | $950,549,000 | 17 |
| Other fiduciary accounts, managed assets | $432,374,000 | 13 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $544,485,000 | 20 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $1,402,545,000 | 22 |
| Non-managed Assets ($) | $9,147,672,000 | 37 |
| Personal trust and agency accounts, non-managed assets | $330,002,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $4,908,426,000 | 22 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,429,463,000 | 24 |
| Other retirement accounts, non-managed assets | $64,073,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $1,372,229,000 | 31 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $43,479,000 | 32 |
| Other fiduciary accounts, non-managed assets | $0 | 221 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,724,610,000 | 55 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $40,150,000 | 98 |
| 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 | $15,362,663,000 | 44 |
| Managed Assets ($) | $10,385,570,000 | 35 |
| Personal trust and agency accounts, managed assets | $3,573,131,000 | 29 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $227,421,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $154,900,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $2,634,369,000 | 14 |
| Corporate trust and agency accounts, managed assets | $20,101,000 | 26 |
| Investment management and investment advisory agency accounts, managed assets | $3,722,752,000 | 37 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $52,896,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,977,093,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $393,877,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,328,378,000 | 30 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,353,596,000 | 23 |
| Other retirement accounts, non-managed assets | $81,245,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $803,787,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,210,000 | 61 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,507,178,000 | 56 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,950,114,000 | 45 |
| Managed Assets ($) | $9,493,987,000 | 35 |
| Personal trust and agency accounts, managed assets | $3,298,827,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $288,427,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $140,391,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $2,388,272,000 | 13 |
| Corporate trust and agency accounts, managed assets | $19,589,000 | 33 |
| Investment management and investment advisory agency accounts, managed assets | $3,309,187,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $49,294,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,456,127,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $318,300,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,100,340,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,051,465,000 | 24 |
| Other retirement accounts, non-managed assets | $84,061,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $888,889,000 | 34 |
| 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 | $13,072,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,383,607,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,216,744,000 | 45 |
| Managed Assets ($) | $8,979,305,000 | 36 |
| Personal trust and agency accounts, managed assets | $3,125,071,000 | 30 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $269,715,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $127,545,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $2,291,716,000 | 14 |
| Corporate trust and agency accounts, managed assets | $21,582,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $3,089,658,000 | 39 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $54,018,000 | 33 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,237,439,000 | 46 |
| Personal trust and agency accounts, non-managed assets | $316,974,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $979,641,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,853,703,000 | 23 |
| Other retirement accounts, non-managed assets | $85,391,000 | 50 |
| Corporate trust and agency accounts, non-managed assets | $989,931,000 | 32 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $11,799,000 | 63 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,483,710,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,500,725,000 | 46 |
| Managed Assets ($) | $9,467,256,000 | 36 |
| Personal trust and agency accounts, managed assets | $3,294,105,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $300,650,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $132,819,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $2,186,043,000 | 13 |
| Corporate trust and agency accounts, managed assets | $21,486,000 | 41 |
| Investment management and investment advisory agency accounts, managed assets | $3,468,227,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $63,926,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,033,469,000 | 51 |
| Personal trust and agency accounts, non-managed assets | $301,746,000 | 51 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,103,560,000 | 32 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,572,829,000 | 28 |
| Other retirement accounts, non-managed assets | $66,151,000 | 61 |
| Corporate trust and agency accounts, non-managed assets | $977,074,000 | 36 |
| 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 | $12,109,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,117,977,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,667,656,000 | 46 |
| Managed Assets ($) | $10,060,017,000 | 38 |
| Personal trust and agency accounts, managed assets | $3,665,957,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $323,094,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $138,588,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $2,169,829,000 | 14 |
| Corporate trust and agency accounts, managed assets | $21,959,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $3,674,983,000 | 38 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $65,607,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,607,639,000 | 49 |
| Personal trust and agency accounts, non-managed assets | $338,027,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,355,087,000 | 33 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,873,260,000 | 26 |
| Other retirement accounts, non-managed assets | $96,045,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $929,030,000 | 37 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,190,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,909,608,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,897,628,000 | 51 |
| Managed Assets ($) | $9,509,781,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,828,038,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $338,701,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $146,010,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $1,469,945,000 | 18 |
| Corporate trust and agency accounts, managed assets | $21,900,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $3,635,897,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $69,290,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,387,847,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $315,064,000 | 57 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,085,561,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,894,968,000 | 28 |
| Other retirement accounts, non-managed assets | $85,766,000 | 57 |
| Corporate trust and agency accounts, non-managed assets | $989,374,000 | 36 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $17,114,000 | 67 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,513,332,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,727,625,000 | 50 |
| Managed Assets ($) | $9,534,761,000 | 44 |
| Personal trust and agency accounts, managed assets | $3,939,831,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $348,858,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $153,827,000 | 51 |
| Other employee benefit and retirement-related accounts, managed assets | $1,599,472,000 | 16 |
| Corporate trust and agency accounts, managed assets | $25,011,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $3,398,615,000 | 40 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $69,147,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,192,864,000 | 56 |
| Personal trust and agency accounts, non-managed assets | $313,982,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,282,433,000 | 35 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,935,746,000 | 28 |
| Other retirement accounts, non-managed assets | $83,728,000 | 55 |
| Corporate trust and agency accounts, non-managed assets | $560,231,000 | 41 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,744,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,658,285,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,227,548,000 | 49 |
| Managed Assets ($) | $9,797,580,000 | 44 |
| Personal trust and agency accounts, managed assets | $4,152,838,000 | 33 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $366,354,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $154,124,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $1,614,622,000 | 17 |
| Corporate trust and agency accounts, managed assets | $24,139,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $3,420,404,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $65,099,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,429,968,000 | 53 |
| Personal trust and agency accounts, non-managed assets | $334,726,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,294,469,000 | 37 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,085,789,000 | 29 |
| Other retirement accounts, non-managed assets | $144,446,000 | 47 |
| Corporate trust and agency accounts, non-managed assets | $555,800,000 | 40 |
| 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 | $14,738,000 | 80 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,160,332,000 | 72 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $14,392,776,000 | 48 |
| Managed Assets ($) | $9,919,130,000 | 44 |
| Personal trust and agency accounts, managed assets | $4,273,202,000 | 31 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $373,796,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $175,470,000 | 53 |
| Other employee benefit and retirement-related accounts, managed assets | $1,489,535,000 | 17 |
| Corporate trust and agency accounts, managed assets | $23,864,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $3,516,707,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $66,556,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,473,646,000 | 54 |
| Personal trust and agency accounts, non-managed assets | $329,891,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,430,764,000 | 38 |
| Employee benefit-defined benefit accounts, non-managed Assets | $2,123,831,000 | 28 |
| Other retirement accounts, non-managed assets | $176,525,000 | 45 |
| Corporate trust and agency accounts, non-managed assets | $395,757,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,878,000 | 62 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,463,784,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,985,107,000 | 50 |
| Managed Assets ($) | $9,697,560,000 | 44 |
| Personal trust and agency accounts, managed assets | $4,239,537,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $371,815,000 | 30 |
| Employee benefit-defined benefit accounts, managed assets | $172,824,000 | 55 |
| Other employee benefit and retirement-related accounts, managed assets | $1,412,301,000 | 16 |
| Corporate trust and agency accounts, managed assets | $23,502,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $3,410,899,000 | 41 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $66,682,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,287,547,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $319,677,000 | 55 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,460,237,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,850,528,000 | 31 |
| Other retirement accounts, non-managed assets | $150,660,000 | 52 |
| Corporate trust and agency accounts, non-managed assets | $488,432,000 | 43 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,013,000 | 58 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,518,863,000 | 68 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,458,732,000 | 53 |
| Managed Assets ($) | $9,401,586,000 | 44 |
| Personal trust and agency accounts, managed assets | $4,162,079,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $371,353,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $205,632,000 | 52 |
| Other employee benefit and retirement-related accounts, managed assets | $1,346,819,000 | 17 |
| Corporate trust and agency accounts, managed assets | $26,014,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $3,221,716,000 | 42 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $67,973,000 | 38 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,057,146,000 | 59 |
| Personal trust and agency accounts, non-managed assets | $302,536,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,459,362,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,686,841,000 | 31 |
| Other retirement accounts, non-managed assets | $140,321,000 | 53 |
| Corporate trust and agency accounts, non-managed assets | $451,312,000 | 46 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,774,000 | 59 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,192,654,000 | 70 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $13,384,243,000 | 52 |
| Managed Assets ($) | $9,166,908,000 | 44 |
| Personal trust and agency accounts, managed assets | $4,187,885,000 | 32 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $419,129,000 | 29 |
| Employee benefit-defined benefit accounts, managed assets | $199,824,000 | 54 |
| Other employee benefit and retirement-related accounts, managed assets | $1,390,207,000 | 17 |
| Corporate trust and agency accounts, managed assets | $26,570,000 | 47 |
| Investment management and investment advisory agency accounts, managed assets | $2,881,995,000 | 46 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $61,298,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,217,335,000 | 57 |
| Personal trust and agency accounts, non-managed assets | $296,618,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,454,226,000 | 39 |
| Employee benefit-defined benefit accounts, non-managed Assets | $1,803,642,000 | 29 |
| Other retirement accounts, non-managed assets | $149,554,000 | 51 |
| Corporate trust and agency accounts, non-managed assets | $496,718,000 | 47 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $16,577,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $4,235,016,000 | 69 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,870,481,000 | 65 |
| Managed Assets ($) | $7,478,855,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,611,802,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $318,379,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $1,525,085,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $899,558,000 | 20 |
| Corporate trust and agency accounts, managed assets | $24,130,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $2,021,653,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $78,248,000 | 37 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,391,626,000 | 69 |
| Personal trust and agency accounts, non-managed assets | $284,418,000 | 60 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,365,873,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $270,133,000 | 56 |
| Other retirement accounts, non-managed assets | $98,788,000 | 64 |
| Corporate trust and agency accounts, non-managed assets | $354,296,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,118,000 | 60 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,125,954,000 | 76 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,888,712,000 | 65 |
| Managed Assets ($) | $7,361,522,000 | 53 |
| Personal trust and agency accounts, managed assets | $2,554,022,000 | 43 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $312,490,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $1,290,434,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $872,761,000 | 20 |
| Corporate trust and agency accounts, managed assets | $24,254,000 | 42 |
| Investment management and investment advisory agency accounts, managed assets | $2,195,651,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $111,910,000 | 36 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,527,190,000 | 70 |
| Personal trust and agency accounts, non-managed assets | $281,432,000 | 59 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,289,640,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $247,603,000 | 59 |
| Other retirement accounts, non-managed assets | $260,965,000 | 41 |
| Corporate trust and agency accounts, non-managed assets | $428,755,000 | 53 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,795,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,100,578,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,913,671,000 | 65 |
| Managed Assets ($) | $7,497,309,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,633,715,000 | 42 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $324,119,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $1,310,546,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $875,260,000 | 19 |
| Corporate trust and agency accounts, managed assets | $29,095,000 | 40 |
| Investment management and investment advisory agency accounts, managed assets | $2,216,301,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $108,273,000 | 41 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,416,362,000 | 72 |
| Personal trust and agency accounts, non-managed assets | $278,475,000 | 62 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,241,455,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $243,345,000 | 62 |
| Other retirement accounts, non-managed assets | $259,696,000 | 39 |
| Corporate trust and agency accounts, non-managed assets | $374,809,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,582,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $3,140,328,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,824,434,000 | 63 |
| Managed Assets ($) | $7,457,963,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,606,565,000 | 44 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $326,915,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $1,204,172,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $974,728,000 | 21 |
| Corporate trust and agency accounts, managed assets | $33,512,000 | 43 |
| Investment management and investment advisory agency accounts, managed assets | $2,218,833,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $93,238,000 | 45 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,366,471,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $260,703,000 | 71 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,425,964,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $213,289,000 | 66 |
| Other retirement accounts, non-managed assets | $99,237,000 | 62 |
| Corporate trust and agency accounts, non-managed assets | $349,805,000 | 55 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $17,473,000 | 71 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,838,528,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,320,424,000 | 67 |
| Managed Assets ($) | $7,070,114,000 | 52 |
| Personal trust and agency accounts, managed assets | $2,566,839,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $315,985,000 | 37 |
| Employee benefit-defined benefit accounts, managed assets | $1,217,532,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $898,501,000 | 21 |
| Corporate trust and agency accounts, managed assets | $33,735,000 | 38 |
| Investment management and investment advisory agency accounts, managed assets | $1,937,713,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $99,809,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,250,310,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $352,300,000 | 56 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,255,184,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $207,623,000 | 66 |
| Other retirement accounts, non-managed assets | $65,197,000 | 76 |
| Corporate trust and agency accounts, non-managed assets | $351,585,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $18,421,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,699,328,000 | 74 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,426,935,000 | 60 |
| Managed Assets ($) | $7,143,071,000 | 49 |
| Personal trust and agency accounts, managed assets | $2,525,547,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $535,782,000 | 22 |
| Employee benefit-defined benefit accounts, managed assets | $1,214,452,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $719,908,000 | 22 |
| Corporate trust and agency accounts, managed assets | $33,605,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $2,024,510,000 | 54 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $89,267,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,283,864,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $373,516,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,261,734,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $181,609,000 | 66 |
| Other retirement accounts, non-managed assets | $61,221,000 | 75 |
| Corporate trust and agency accounts, non-managed assets | $384,944,000 | 56 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,840,000 | 64 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,825,909,000 | 73 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,449,213,000 | 62 |
| Managed Assets ($) | $7,226,034,000 | 50 |
| Personal trust and agency accounts, managed assets | $2,524,489,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $575,858,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,212,679,000 | 27 |
| Other employee benefit and retirement-related accounts, managed assets | $683,734,000 | 25 |
| Corporate trust and agency accounts, managed assets | $33,770,000 | 34 |
| Investment management and investment advisory agency accounts, managed assets | $2,095,091,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $100,413,000 | 40 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,223,179,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $367,330,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,260,311,000 | 42 |
| Employee benefit-defined benefit accounts, non-managed Assets | $167,824,000 | 72 |
| Other retirement accounts, non-managed assets | $62,828,000 | 77 |
| Corporate trust and agency accounts, non-managed assets | $344,686,000 | 58 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $20,200,000 | 66 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $2,800,351,000 | 77 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,698,719,000 | 63 |
| Managed Assets ($) | $7,325,035,000 | 49 |
| Personal trust and agency accounts, managed assets | $2,563,722,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $589,781,000 | 24 |
| Employee benefit-defined benefit accounts, managed assets | $1,189,922,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $683,673,000 | 24 |
| Corporate trust and agency accounts, managed assets | $35,870,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $2,168,815,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $93,252,000 | 43 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,373,684,000 | 75 |
| Personal trust and agency accounts, non-managed assets | $395,209,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,311,610,000 | 43 |
| Employee benefit-defined benefit accounts, non-managed Assets | $161,180,000 | 74 |
| Other retirement accounts, non-managed assets | $72,929,000 | 74 |
| Corporate trust and agency accounts, non-managed assets | $410,139,000 | 54 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $22,617,000 | 73 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,503,902,000 | 57 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,535,670,000 | 62 |
| Managed Assets ($) | $7,026,205,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,506,752,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $558,742,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $1,114,104,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $661,731,000 | 24 |
| Corporate trust and agency accounts, managed assets | $20,837,000 | 39 |
| Investment management and investment advisory agency accounts, managed assets | $2,057,926,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $106,113,000 | 35 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,509,465,000 | 73 |
| Personal trust and agency accounts, non-managed assets | $378,234,000 | 54 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,465,972,000 | 40 |
| Employee benefit-defined benefit accounts, non-managed Assets | $157,422,000 | 72 |
| Other retirement accounts, non-managed assets | $74,440,000 | 71 |
| Corporate trust and agency accounts, non-managed assets | $414,346,000 | 55 |
| 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 | $19,051,000 | 68 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,186,029,000 | 60 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,554,065,000 | 64 |
| Managed Assets ($) | $7,033,646,000 | 49 |
| Personal trust and agency accounts, managed assets | $2,528,455,000 | 46 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $579,653,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $1,133,214,000 | 28 |
| Other employee benefit and retirement-related accounts, managed assets | $665,749,000 | 24 |
| Corporate trust and agency accounts, managed assets | $21,042,000 | 37 |
| Investment management and investment advisory agency accounts, managed assets | $2,010,717,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $94,816,000 | 39 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,520,419,000 | 74 |
| Personal trust and agency accounts, non-managed assets | $424,908,000 | 52 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,404,258,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $152,893,000 | 71 |
| Other retirement accounts, non-managed assets | $92,134,000 | 66 |
| Corporate trust and agency accounts, non-managed assets | $429,054,000 | 62 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $17,172,000 | 65 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $7,306,221,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,432,965,000 | 65 |
| Managed Assets ($) | $6,998,111,000 | 51 |
| Personal trust and agency accounts, managed assets | $2,587,661,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $596,756,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $1,121,445,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $537,002,000 | 25 |
| Corporate trust and agency accounts, managed assets | $23,708,000 | 36 |
| Investment management and investment advisory agency accounts, managed assets | $2,004,093,000 | 55 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $127,446,000 | 34 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,434,854,000 | 76 |
| Personal trust and agency accounts, non-managed assets | $428,257,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,374,746,000 | 44 |
| Employee benefit-defined benefit accounts, non-managed Assets | $146,992,000 | 73 |
| Other retirement accounts, non-managed assets | $101,505,000 | 65 |
| Corporate trust and agency accounts, non-managed assets | $338,996,000 | 63 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $44,358,000 | 56 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,912,738,000 | 65 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $9,840,356,000 | 66 |
| Managed Assets ($) | $7,045,039,000 | 54 |
| Personal trust and agency accounts, managed assets | $2,615,666,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $588,513,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $1,102,931,000 | 29 |
| Other employee benefit and retirement-related accounts, managed assets | $551,032,000 | 26 |
| Corporate trust and agency accounts, managed assets | $23,492,000 | 49 |
| Investment management and investment advisory agency accounts, managed assets | $2,069,371,000 | 56 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $94,034,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,795,317,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $428,121,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,609,731,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $271,693,000 | 63 |
| Other retirement accounts, non-managed assets | $95,916,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $366,203,000 | 68 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $23,653,000 | 75 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $8,539,851,000 | 58 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,936,282,000 | 68 |
| Managed Assets ($) | $6,253,442,000 | 57 |
| Personal trust and agency accounts, managed assets | $2,372,436,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $543,365,000 | 27 |
| Employee benefit-defined benefit accounts, managed assets | $829,774,000 | 32 |
| Other employee benefit and retirement-related accounts, managed assets | $464,558,000 | 29 |
| Corporate trust and agency accounts, managed assets | $53,858,000 | 29 |
| Investment management and investment advisory agency accounts, managed assets | $1,911,815,000 | 60 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $77,636,000 | 50 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,682,840,000 | 78 |
| Personal trust and agency accounts, non-managed assets | $410,939,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $1,543,820,000 | 41 |
| Employee benefit-defined benefit accounts, non-managed Assets | $228,180,000 | 70 |
| Other retirement accounts, non-managed assets | $93,631,000 | 73 |
| Corporate trust and agency accounts, non-managed assets | $366,473,000 | 73 |
| 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 | $39,797,000 | 69 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,499,513,000 | 63 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $11,455,681,000 | 61 |
| Managed Assets ($) | $6,119,210,000 | 57 |
| Personal trust and agency accounts, managed assets | $2,363,063,000 | 48 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $534,656,000 | 26 |
| Employee benefit-defined benefit accounts, managed assets | $790,116,000 | 34 |
| Other employee benefit and retirement-related accounts, managed assets | $465,664,000 | 27 |
| Corporate trust and agency accounts, managed assets | $56,682,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $1,830,399,000 | 59 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $78,630,000 | 52 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $5,336,471,000 | 62 |
| Personal trust and agency accounts, non-managed assets | $415,314,000 | 49 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,950,548,000 | 27 |
| Employee benefit-defined benefit accounts, non-managed Assets | $251,668,000 | 66 |
| Other retirement accounts, non-managed assets | $95,309,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $582,520,000 | 66 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $41,112,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,316,020,000 | 61 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $10,620,570,000 | 64 |
| Managed Assets ($) | $5,730,933,000 | 57 |
| Personal trust and agency accounts, managed assets | $2,256,688,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $493,859,000 | 28 |
| Employee benefit-defined benefit accounts, managed assets | $719,119,000 | 33 |
| Other employee benefit and retirement-related accounts, managed assets | $423,571,000 | 25 |
| Corporate trust and agency accounts, managed assets | $58,188,000 | 32 |
| Investment management and investment advisory agency accounts, managed assets | $1,687,729,000 | 57 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $91,779,000 | 48 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $4,889,637,000 | 63 |
| Personal trust and agency accounts, non-managed assets | $482,298,000 | 47 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $3,603,465,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $227,509,000 | 70 |
| Other retirement accounts, non-managed assets | $93,711,000 | 72 |
| Corporate trust and agency accounts, non-managed assets | $445,656,000 | 77 |
| 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 | $36,998,000 | 70 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $11,858,192,000 | 50 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,985,324,000 | 69 |
| Managed Assets ($) | $6,383,850,000 | 53 |
| Personal trust and agency accounts, managed assets | $2,294,942,000 | 45 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,428,674,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
| Other employee benefit and retirement-related accounts, managed assets | $320,707,000 | 34 |
| Corporate trust and agency accounts, managed assets | $0 | 371 |
| Investment management and investment advisory agency accounts, managed assets | $1,339,527,000 | 61 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 349 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,601,474,000 | 77 |
| Personal trust and agency accounts, non-managed assets | $33,540,000 | 182 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,477,193,000 | 34 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
| Other retirement accounts, non-managed assets | $27,510,000 | 137 |
| Corporate trust and agency accounts, non-managed assets | $63,231,000 | 104 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 299 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,921,883,000 | 59 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $8,901,567,000 | 67 |
| Managed Assets ($) | $5,982,995,000 | 57 |
| Personal trust and agency accounts, managed assets | $2,335,287,000 | 50 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | $2,286,529,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
| Other employee benefit and retirement-related accounts, managed assets | $236,969,000 | 40 |
| Corporate trust and agency accounts, managed assets | $0 | 349 |
| Investment management and investment advisory agency accounts, managed assets | $1,124,210,000 | 64 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $0 | 364 |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $2,918,572,000 | 71 |
| Personal trust and agency accounts, non-managed assets | $39,034,000 | 169 |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | $2,711,270,000 | 26 |
| Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
| Other retirement accounts, non-managed assets | $37,227,000 | 116 |
| Corporate trust and agency accounts, non-managed assets | $131,041,000 | 96 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $0 | 295 |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | $6,318,655,000 | 54 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Personal trust and agency accounts, managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, managed assets | NA | NA |
| Employee benefit-defined benefit accounts, managed assets | NA | NA |
| Other employee benefit and retirement-related accounts, managed assets | NA | NA |
| Corporate trust and agency accounts, managed assets | NA | NA |
| Investment management and investment advisory agency accounts, managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | NA | NA |
| Memoranda | ||
| Fiduciary accounts held in foreign offices, managed assets | NA | NA |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Personal trust and agency accounts, non-managed assets | NA | NA |
| Employee benefit and retirement-related trust and agency accounts | ||
| Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
| Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
| Other retirement accounts, non-managed assets | NA | NA |
| Corporate trust and agency accounts, non-managed assets | NA | NA |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | NA | NA |
| Memoranda | ||
| Custody and safekeeping accounts, non-managed assets | NA | NA |
| Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
| Individual retirement,health savings and similar accounts, non-managed | NA | NA |