| 2023-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,121,002,781,000 | 4 |
| Managed Assets ($) | $120,362,125,000 | 12 |
| Personal trust and agency accounts, managed assets | $35,863,107,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,810,923,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $2,292,289,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $8,021,354,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,892,962,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $52,633,716,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $14,389,298,000 | 9 |
| Other fiduciary accounts, managed assets | $1,458,476,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,021,354,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $6,799,789,000 | 6 |
| Non-managed Assets ($) | $2,000,640,656,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $7,937,425,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $13,285,802,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,794,636,000 | 6 |
| Other retirement accounts, non-managed assets | $36,889,243,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,735,376,699,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 392 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,205,509,000 | 10 |
| Other fiduciary accounts, non-managed assets | $145,151,342,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,519,118,180,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $113,686,518,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $48,241,055,000 | 8 |
| 2023-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $2,026,408,040,000 | 3 |
| Managed Assets ($) | $113,701,877,000 | 12 |
| Personal trust and agency accounts, managed assets | $34,099,162,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,313,466,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,215,101,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $7,431,228,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,889,921,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $49,939,290,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $13,368,934,000 | 9 |
| Other fiduciary accounts, managed assets | $1,444,775,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,431,228,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,912,706,163,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $7,805,127,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,082,180,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,418,070,000 | 6 |
| Other retirement accounts, non-managed assets | $35,264,608,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $1,697,911,722,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 251 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,220,017,000 | 8 |
| Other fiduciary accounts, non-managed assets | $99,004,439,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,410,165,873,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $103,422,139,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $46,522,762,000 | 7 |
| 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 | $1,948,918,155,000 | 5 |
| Managed Assets ($) | $119,347,040,000 | 12 |
| Personal trust and agency accounts, managed assets | $35,088,902,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,338,992,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,429,266,000 | 9 |
| Other employee benefit and retirement-related accounts, managed assets | $7,610,609,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,798,640,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $54,176,901,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $13,459,352,000 | 9 |
| Other fiduciary accounts, managed assets | $1,444,378,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,610,609,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,829,571,115,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $7,769,202,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,261,548,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $59,943,109,000 | 6 |
| Other retirement accounts, non-managed assets | $36,618,133,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,610,852,176,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 288 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,146,697,000 | 9 |
| Other fiduciary accounts, non-managed assets | $100,980,250,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,472,641,971,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $106,525,617,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $48,086,374,000 | 7 |
| 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 | $1,911,737,178,000 | 5 |
| Managed Assets ($) | $107,022,787,000 | 12 |
| Personal trust and agency accounts, managed assets | $32,065,202,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,165,603,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,360,231,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $6,914,183,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,826,600,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $46,957,714,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $12,299,737,000 | 10 |
| Other fiduciary accounts, managed assets | $1,433,517,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,914,183,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,804,714,391,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $7,768,841,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $11,785,939,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $60,106,669,000 | 6 |
| Other retirement accounts, non-managed assets | $32,964,761,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,591,034,237,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 209 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,036,944,000 | 9 |
| Other fiduciary accounts, non-managed assets | $100,017,000,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,380,929,882,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $106,766,003,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $44,239,468,000 | 8 |
| 2022-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,841,954,077,000 | 4 |
| Managed Assets ($) | $102,290,111,000 | 12 |
| Personal trust and agency accounts, managed assets | $31,185,925,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,996,372,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,356,634,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $6,699,934,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,827,654,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $43,940,610,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $11,870,369,000 | 10 |
| Other fiduciary accounts, managed assets | $1,412,613,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,699,934,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $6,193,329,000 | 7 |
| Non-managed Assets ($) | $1,739,663,966,000 | 2 |
| Personal trust and agency accounts, non-managed assets | $7,887,493,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,871,910,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $57,624,826,000 | 6 |
| Other retirement accounts, non-managed assets | $32,486,487,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,532,482,120,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 356 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,160,727,000 | 8 |
| Other fiduciary accounts, non-managed assets | $97,150,403,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,319,852,910,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $102,475,083,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $43,179,271,000 | 8 |
| 2022-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,810,484,875,000 | 4 |
| Managed Assets ($) | $98,032,335,000 | 12 |
| Personal trust and agency accounts, managed assets | $29,779,961,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,809,601,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $2,271,092,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $6,429,828,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,813,826,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $42,011,001,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $11,411,109,000 | 9 |
| Other fiduciary accounts, managed assets | $1,505,917,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,429,828,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,712,452,540,000 | 3 |
| Personal trust and agency accounts, non-managed assets | $7,518,018,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,290,725,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,151,244,000 | 6 |
| Other retirement accounts, non-managed assets | $32,984,132,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,517,074,913,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,048,975,000 | 9 |
| Other fiduciary accounts, non-managed assets | $85,384,533,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,215,329,834,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $91,304,014,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $43,118,856,000 | 8 |
| 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 | $1,813,131,016,000 | 4 |
| Managed Assets ($) | $102,355,478,000 | 11 |
| Personal trust and agency accounts, managed assets | $31,354,254,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,664,421,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,373,413,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $6,836,283,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,747,651,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $43,870,369,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $11,995,606,000 | 8 |
| Other fiduciary accounts, managed assets | $1,513,481,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,836,283,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,710,775,538,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,730,336,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,947,490,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $61,335,197,000 | 5 |
| Other retirement accounts, non-managed assets | $35,065,256,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,510,167,509,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 229 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,046,266,000 | 9 |
| Other fiduciary accounts, non-managed assets | $85,483,484,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,228,281,261,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $97,578,051,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $44,986,672,000 | 7 |
| 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 | $1,805,503,121,000 | 4 |
| Managed Assets ($) | $112,602,368,000 | 11 |
| Personal trust and agency accounts, managed assets | $34,930,104,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,740,665,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,636,643,000 | 7 |
| Other employee benefit and retirement-related accounts, managed assets | $7,781,100,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,836,885,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $47,546,286,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $13,602,999,000 | 8 |
| Other fiduciary accounts, managed assets | $1,527,686,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,781,100,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,692,900,753,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,980,673,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,566,323,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $67,400,672,000 | 5 |
| Other retirement accounts, non-managed assets | $35,751,184,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,482,388,454,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 187 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,015,406,000 | 8 |
| Other fiduciary accounts, non-managed assets | $86,798,041,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,353,950,222,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $101,373,752,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $46,194,610,000 | 7 |
| 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 | $1,780,805,813,000 | 4 |
| Managed Assets ($) | $116,845,634,000 | 11 |
| Personal trust and agency accounts, managed assets | $36,082,697,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,750,386,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,786,934,000 | 8 |
| Other employee benefit and retirement-related accounts, managed assets | $8,244,560,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,978,141,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $49,093,121,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $14,385,122,000 | 8 |
| Other fiduciary accounts, managed assets | $1,524,673,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,244,560,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $6,126,905,000 | 6 |
| Non-managed Assets ($) | $1,663,960,179,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,959,139,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,958,526,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $71,132,207,000 | 6 |
| Other retirement accounts, non-managed assets | $38,150,141,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,448,404,272,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 338 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,092,501,000 | 8 |
| Other fiduciary accounts, non-managed assets | $85,263,393,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,448,205,309,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $104,287,168,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $48,864,572,000 | 7 |
| 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 | $1,689,297,639,000 | 4 |
| Managed Assets ($) | $111,353,512,000 | 11 |
| Personal trust and agency accounts, managed assets | $34,310,420,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,681,780,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,599,210,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $8,040,151,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,905,258,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $46,536,661,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $13,754,153,000 | 8 |
| Other fiduciary accounts, managed assets | $1,525,879,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,040,151,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,577,944,127,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,859,800,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,523,373,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $70,217,261,000 | 6 |
| Other retirement accounts, non-managed assets | $37,912,446,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,368,838,764,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,184,000,000 | 7 |
| Other fiduciary accounts, non-managed assets | $80,408,483,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,326,964,170,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $100,587,991,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $48,194,764,000 | 7 |
| 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 | $1,612,942,685,000 | 4 |
| Managed Assets ($) | $111,717,814,000 | 11 |
| Personal trust and agency accounts, managed assets | $34,717,171,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,621,321,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,623,499,000 | 10 |
| Other employee benefit and retirement-related accounts, managed assets | $8,052,482,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,822,068,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $46,660,032,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $13,664,037,000 | 8 |
| Other fiduciary accounts, managed assets | $1,557,204,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $8,052,482,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,501,224,871,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,499,108,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,372,607,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $69,321,453,000 | 6 |
| Other retirement accounts, non-managed assets | $38,500,884,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,310,762,047,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 215 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,094,513,000 | 7 |
| Other fiduciary accounts, non-managed assets | $62,674,259,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,310,597,764,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $93,646,595,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $48,820,741,000 | 6 |
| 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 | $1,536,903,611,000 | 4 |
| Managed Assets ($) | $108,685,850,000 | 11 |
| Personal trust and agency accounts, managed assets | $33,985,552,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,412,276,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $2,500,472,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $7,661,793,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,787,355,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $45,963,616,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $12,846,961,000 | 8 |
| Other fiduciary accounts, managed assets | $1,527,825,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,661,793,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,428,217,761,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,153,305,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $12,048,487,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,222,867,000 | 6 |
| Other retirement accounts, non-managed assets | $34,476,215,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,249,938,062,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $825,275,000 | 8 |
| Other fiduciary accounts, non-managed assets | $58,553,550,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $2,160,541,182,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $84,853,588,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $44,409,260,000 | 6 |
| 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 | $1,477,067,695,000 | 4 |
| Managed Assets ($) | $105,743,026,000 | 11 |
| Personal trust and agency accounts, managed assets | $33,144,808,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,303,194,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $2,399,828,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $7,562,948,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,808,612,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $44,657,831,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $12,359,773,000 | 8 |
| Other fiduciary accounts, managed assets | $1,506,032,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $7,562,948,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $6,277,149,000 | 7 |
| Non-managed Assets ($) | $1,371,324,669,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,814,092,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,764,460,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $66,374,916,000 | 6 |
| Other retirement accounts, non-managed assets | $34,505,581,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $1,194,119,669,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 352 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,102,868,000 | 8 |
| Other fiduciary accounts, non-managed assets | $58,643,083,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,957,664,539,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $83,525,425,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $43,796,590,000 | 6 |
| 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 | $1,388,781,382,000 | 4 |
| Managed Assets ($) | $96,560,317,000 | 11 |
| Personal trust and agency accounts, managed assets | $31,035,347,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,111,677,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $2,203,049,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $6,902,010,000 | 11 |
| Corporate trust and agency accounts, managed assets | $795,076,000 | 8 |
| Investment management and investment advisory agency accounts, managed assets | $40,646,194,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $11,376,698,000 | 8 |
| Other fiduciary accounts, managed assets | $1,490,266,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $6,902,010,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,292,221,065,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,616,523,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,633,019,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $62,344,921,000 | 6 |
| Other retirement accounts, non-managed assets | $32,690,020,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $1,139,786,319,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 192 |
| Foundation and endowment trust and agency accounts, non-managed assets | $939,412,000 | 9 |
| Other fiduciary accounts, non-managed assets | $41,210,851,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,820,587,328,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $75,145,047,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $41,320,730,000 | 6 |
| 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 | $1,367,313,622,000 | 4 |
| Managed Assets ($) | $91,192,817,000 | 11 |
| Personal trust and agency accounts, managed assets | $30,238,418,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,039,912,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $2,046,812,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $6,483,499,000 | 11 |
| Corporate trust and agency accounts, managed assets | $782,143,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $37,140,527,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $10,921,797,000 | 8 |
| Other fiduciary accounts, managed assets | $1,539,709,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,483,499,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,276,120,805,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,187,556,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,284,955,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,552,155,000 | 6 |
| Other retirement accounts, non-managed assets | $31,705,350,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $1,132,937,515,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
| Foundation and endowment trust and agency accounts, non-managed assets | $886,259,000 | 8 |
| Other fiduciary accounts, non-managed assets | $36,567,015,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,736,622,182,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $71,999,961,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $40,557,325,000 | 6 |
| 2020-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,319,417,004,000 | 4 |
| Managed Assets ($) | $82,941,377,000 | 11 |
| Personal trust and agency accounts, managed assets | $27,600,401,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,795,382,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,790,013,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $5,740,158,000 | 11 |
| Corporate trust and agency accounts, managed assets | $773,895,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $33,860,991,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $9,812,482,000 | 8 |
| Other fiduciary accounts, managed assets | $1,568,055,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,740,158,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,236,475,627,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,034,754,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,350,063,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,489,189,000 | 6 |
| Other retirement accounts, non-managed assets | $27,599,161,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $1,101,870,002,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
| Foundation and endowment trust and agency accounts, non-managed assets | $894,429,000 | 8 |
| Other fiduciary accounts, non-managed assets | $35,238,029,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,591,236,727,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $67,462,786,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $35,522,894,000 | 7 |
| 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 | $1,316,297,385,000 | 4 |
| Managed Assets ($) | $93,798,533,000 | 11 |
| Personal trust and agency accounts, managed assets | $32,163,775,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,969,483,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,959,309,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $6,676,768,000 | 11 |
| Corporate trust and agency accounts, managed assets | $880,438,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $37,110,534,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $11,497,458,000 | 8 |
| Other fiduciary accounts, managed assets | $1,540,768,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,676,768,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $5,109,578,000 | 8 |
| Non-managed Assets ($) | $1,222,498,852,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,285,173,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,882,016,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $58,085,899,000 | 6 |
| Other retirement accounts, non-managed assets | $32,356,428,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $1,079,621,985,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
| Foundation and endowment trust and agency accounts, non-managed assets | $863,393,000 | 8 |
| Other fiduciary accounts, non-managed assets | $35,403,958,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,661,826,022,000 | 7 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $68,460,099,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $40,544,868,000 | 7 |
| 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 | $1,257,090,160,000 | 4 |
| Managed Assets ($) | $91,944,392,000 | 11 |
| Personal trust and agency accounts, managed assets | $30,880,230,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,850,411,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $1,843,804,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $6,346,121,000 | 12 |
| Corporate trust and agency accounts, managed assets | $974,351,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $37,232,152,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $11,286,126,000 | 7 |
| Other fiduciary accounts, managed assets | $1,531,197,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,346,121,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,165,145,768,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $6,061,845,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,388,359,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $56,682,153,000 | 6 |
| Other retirement accounts, non-managed assets | $30,557,269,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $1,029,007,230,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
| Foundation and endowment trust and agency accounts, non-managed assets | $892,262,000 | 8 |
| Other fiduciary accounts, non-managed assets | $32,556,650,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,595,900,103,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $70,891,017,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $38,262,743,000 | 7 |
| 2019-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,240,267,115,000 | 4 |
| Managed Assets ($) | $93,335,379,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,932,544,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,830,703,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,780,558,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $6,233,227,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,240,007,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $38,660,068,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $11,126,728,000 | 7 |
| Other fiduciary accounts, managed assets | $1,531,544,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,233,227,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,146,931,736,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,812,829,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,293,985,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $54,699,075,000 | 6 |
| Other retirement accounts, non-managed assets | $30,868,883,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $1,013,631,211,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
| Foundation and endowment trust and agency accounts, non-managed assets | $842,429,000 | 10 |
| Other fiduciary accounts, non-managed assets | $31,783,324,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,587,992,859,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $69,645,076,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $38,905,864,000 | 7 |
| 2019-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,194,788,706,000 | 5 |
| Managed Assets ($) | $92,091,490,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,864,318,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,780,686,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,745,721,000 | 11 |
| Other employee benefit and retirement-related accounts, managed assets | $6,090,742,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,318,292,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $38,124,914,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $10,639,666,000 | 7 |
| Other fiduciary accounts, managed assets | $1,527,151,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,090,742,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,102,697,216,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $4,767,502,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,937,043,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $53,361,044,000 | 6 |
| Other retirement accounts, non-managed assets | $28,529,715,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $974,758,293,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,134,631,000 | 9 |
| Other fiduciary accounts, non-managed assets | $31,208,988,000 | 6 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,627,201,207,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $57,141,097,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $36,276,456,000 | 6 |
| 2018-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,148,880,073,000 | 4 |
| Managed Assets ($) | $83,699,823,000 | 10 |
| Personal trust and agency accounts, managed assets | $28,869,696,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,648,799,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,479,036,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $5,630,835,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,018,997,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $33,728,697,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $9,823,804,000 | 7 |
| Other fiduciary accounts, managed assets | $1,499,959,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,630,835,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $4,956,593,000 | 8 |
| Non-managed Assets ($) | $1,065,180,250,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $4,906,208,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,104,830,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,231,651,000 | 6 |
| Other retirement accounts, non-managed assets | $26,900,369,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $945,992,010,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,966,037,000 | 6 |
| Other fiduciary accounts, non-managed assets | $27,079,145,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,518,721,552,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $55,910,991,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $33,999,673,000 | 6 |
| 2018-09-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,122,568,635,000 | 5 |
| Managed Assets ($) | $89,693,625,000 | 10 |
| Personal trust and agency accounts, managed assets | $31,287,306,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,749,249,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,574,585,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $6,105,864,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,071,720,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $35,727,734,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $10,653,714,000 | 7 |
| Other fiduciary accounts, managed assets | $1,523,453,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $6,105,864,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,032,875,010,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $5,103,373,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,941,487,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $52,830,035,000 | 6 |
| Other retirement accounts, non-managed assets | $29,938,540,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $908,089,738,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $999,074,000 | 10 |
| Other fiduciary accounts, non-managed assets | $26,972,763,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,638,834,830,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $53,793,792,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $37,456,590,000 | 6 |
| 2018-06-30 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,099,210,225,000 | 5 |
| Managed Assets ($) | $87,091,569,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,676,403,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,694,302,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $1,483,855,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $5,882,026,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,074,350,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $34,503,759,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $10,269,747,000 | 7 |
| Other fiduciary accounts, managed assets | $1,507,127,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,882,026,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $1,012,118,656,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $4,742,132,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,619,843,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $51,090,092,000 | 6 |
| Other retirement accounts, non-managed assets | $29,470,515,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $890,940,686,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $872,050,000 | 10 |
| Other fiduciary accounts, non-managed assets | $26,383,338,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,586,631,207,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $51,141,060,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $36,842,432,000 | 5 |
| 2018-03-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,066,674,651,000 | 5 |
| Managed Assets ($) | $86,710,526,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,801,837,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,635,713,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,365,340,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $5,819,487,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,032,425,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $34,432,795,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $10,105,101,000 | 7 |
| Other fiduciary accounts, managed assets | $1,517,828,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,819,487,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $979,964,125,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $4,589,345,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,467,896,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,029,335,000 | 6 |
| Other retirement accounts, non-managed assets | $23,968,664,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $870,251,601,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,075,307,000 | 10 |
| Other fiduciary accounts, non-managed assets | $21,581,977,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,521,864,823,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $52,224,807,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $31,036,908,000 | 5 |
| 2017-12-31 | Rank |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Total fiduciary and related assets | $1,035,481,548,000 | 6 |
| Managed Assets ($) | $85,962,757,000 | 10 |
| Personal trust and agency accounts, managed assets | $31,459,160,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,629,360,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $1,277,787,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $5,821,498,000 | 12 |
| Corporate trust and agency accounts, managed assets | $930,587,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $33,364,087,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $9,961,349,000 | 7 |
| Other fiduciary accounts, managed assets | $1,518,929,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,821,498,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $4,628,285,000 | 9 |
| Non-managed Assets ($) | $949,518,791,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $4,820,666,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,064,048,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $50,509,352,000 | 6 |
| Other retirement accounts, non-managed assets | $24,883,703,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $838,279,475,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
| Foundation and endowment trust and agency accounts, non-managed assets | $965,162,000 | 10 |
| Other fiduciary accounts, non-managed assets | $20,996,385,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,495,847,591,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $49,293,214,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $31,813,493,000 | 5 |
| 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 | $959,355,096,000 | 7 |
| Managed Assets ($) | $83,114,495,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,845,997,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,573,862,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,191,966,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $5,575,724,000 | 12 |
| Corporate trust and agency accounts, managed assets | $993,300,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $31,947,651,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $9,470,995,000 | 7 |
| Other fiduciary accounts, managed assets | $1,515,000,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,575,724,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $876,240,601,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $4,709,924,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,785,492,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $49,792,235,000 | 6 |
| Other retirement accounts, non-managed assets | $23,057,684,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $768,700,136,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
| Foundation and endowment trust and agency accounts, non-managed assets | $895,478,000 | 10 |
| Other fiduciary accounts, non-managed assets | $20,299,652,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,468,540,723,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $42,798,403,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $29,752,892,000 | 5 |
| 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 | $953,282,225,000 | 6 |
| Managed Assets ($) | $79,979,223,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,288,268,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,586,643,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,026,794,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $5,337,889,000 | 12 |
| Corporate trust and agency accounts, managed assets | $995,123,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $30,221,114,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $9,028,626,000 | 7 |
| Other fiduciary accounts, managed assets | $1,494,766,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,337,745,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $873,303,002,000 | 4 |
| Personal trust and agency accounts, non-managed assets | $4,372,505,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,500,817,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,651,334,000 | 6 |
| Other retirement accounts, non-managed assets | $22,416,357,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $770,301,454,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
| Foundation and endowment trust and agency accounts, non-managed assets | $958,253,000 | 9 |
| Other fiduciary accounts, non-managed assets | $19,102,282,000 | 10 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,412,606,942,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $39,328,809,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $29,086,308,000 | 5 |
| 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 | $921,827,333,000 | 6 |
| Managed Assets ($) | $78,793,560,000 | 10 |
| Personal trust and agency accounts, managed assets | $29,839,529,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,539,765,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,001,399,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $5,287,200,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,087,816,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $29,716,570,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $8,813,762,000 | 7 |
| Other fiduciary accounts, managed assets | $1,507,519,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,287,054,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $843,033,773,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,176,083,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,367,472,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,576,306,000 | 6 |
| Other retirement accounts, non-managed assets | $21,937,653,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $739,011,428,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
| Foundation and endowment trust and agency accounts, non-managed assets | $880,103,000 | 10 |
| Other fiduciary accounts, non-managed assets | $23,084,728,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,317,384,516,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $34,600,396,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $28,482,142,000 | 5 |
| 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 | $896,256,615,000 | 6 |
| Managed Assets ($) | $76,353,844,000 | 10 |
| Personal trust and agency accounts, managed assets | $29,450,959,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,469,080,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,015,246,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $5,038,387,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,126,509,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $28,393,931,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $8,412,008,000 | 8 |
| Other fiduciary accounts, managed assets | $1,447,724,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,038,237,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,989,208,000 | 9 |
| Non-managed Assets ($) | $819,902,771,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,211,399,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,901,113,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $43,380,396,000 | 6 |
| Other retirement accounts, non-managed assets | $20,899,345,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $719,832,677,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,437,000 | 178 |
| Foundation and endowment trust and agency accounts, non-managed assets | $840,347,000 | 9 |
| Other fiduciary accounts, non-managed assets | $22,833,057,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,278,291,878,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $33,441,503,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $27,230,211,000 | 5 |
| 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 | $873,000,378,000 | 6 |
| Managed Assets ($) | $76,732,952,000 | 10 |
| Personal trust and agency accounts, managed assets | $29,430,956,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,415,771,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,150,961,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $5,011,887,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,245,300,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $28,529,849,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $8,430,436,000 | 8 |
| Other fiduciary accounts, managed assets | $1,517,792,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $5,011,737,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $796,267,426,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $4,119,909,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,589,980,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,690,328,000 | 6 |
| Other retirement accounts, non-managed assets | $20,720,466,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $695,478,088,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | $4,491,000 | 125 |
| Foundation and endowment trust and agency accounts, non-managed assets | $770,400,000 | 9 |
| Other fiduciary accounts, non-managed assets | $22,893,764,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,220,014,236,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $34,658,680,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $26,886,510,000 | 5 |
| 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 | $849,818,154,000 | 6 |
| Managed Assets ($) | $74,935,510,000 | 10 |
| Personal trust and agency accounts, managed assets | $29,215,488,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,366,411,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $1,091,142,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,880,912,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,207,871,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $27,380,385,000 | 9 |
| Foundation and endowment trust and agency accounts, managed assets | $8,271,899,000 | 8 |
| Other fiduciary accounts, managed assets | $1,521,402,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,880,767,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $774,882,644,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $3,988,876,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,302,188,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $44,114,910,000 | 6 |
| Other retirement accounts, non-managed assets | $20,041,602,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $675,915,355,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $4,421,000 | 129 |
| Foundation and endowment trust and agency accounts, non-managed assets | $933,772,000 | 9 |
| Other fiduciary accounts, non-managed assets | $22,581,520,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,177,635,139,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $31,156,163,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $25,818,913,000 | 6 |
| 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 | $809,855,256,000 | 7 |
| Managed Assets ($) | $72,777,874,000 | 10 |
| Personal trust and agency accounts, managed assets | $29,158,069,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,299,200,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,078,592,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,753,641,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,287,158,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $25,717,147,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $8,038,165,000 | 8 |
| Other fiduciary accounts, managed assets | $1,445,902,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,753,498,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $737,077,382,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $3,680,531,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,285,157,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $42,869,169,000 | 6 |
| Other retirement accounts, non-managed assets | $20,076,442,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $639,556,044,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $4,435,000 | 130 |
| Foundation and endowment trust and agency accounts, non-managed assets | $809,433,000 | 9 |
| Other fiduciary accounts, non-managed assets | $22,796,171,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,190,745,664,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $30,973,165,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $25,580,757,000 | 6 |
| 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 | $790,738,506,000 | 7 |
| Managed Assets ($) | $71,421,773,000 | 10 |
| Personal trust and agency accounts, managed assets | $29,175,844,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,282,127,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,084,811,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,722,695,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,162,453,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $24,554,245,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $8,008,770,000 | 9 |
| Other fiduciary accounts, managed assets | $1,430,828,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,722,121,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,299,678,000 | 9 |
| Non-managed Assets ($) | $719,316,733,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $3,835,075,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,349,356,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,434,085,000 | 6 |
| Other retirement accounts, non-managed assets | $21,560,429,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $617,997,355,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $4,506,000 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $846,606,000 | 9 |
| Other fiduciary accounts, non-managed assets | $22,289,321,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,207,998,706,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $28,916,539,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $26,865,290,000 | 5 |
| 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 | $781,133,553,000 | 7 |
| Managed Assets ($) | $70,103,313,000 | 10 |
| Personal trust and agency accounts, managed assets | $28,556,861,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,249,519,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,064,759,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,641,088,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,193,176,000 | 6 |
| Investment management and investment advisory agency accounts, managed assets | $24,130,935,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $7,898,646,000 | 8 |
| Other fiduciary accounts, managed assets | $1,368,329,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,640,491,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $711,030,240,000 | 5 |
| Personal trust and agency accounts, non-managed assets | $3,732,487,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,107,749,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $45,508,750,000 | 6 |
| Other retirement accounts, non-managed assets | $23,749,066,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $608,898,000,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $4,377,000 | 127 |
| Foundation and endowment trust and agency accounts, non-managed assets | $835,905,000 | 9 |
| Other fiduciary accounts, non-managed assets | $21,193,906,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,197,081,715,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $29,867,922,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $30,092,227,000 | 4 |
| 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 | $804,673,209,000 | 7 |
| Managed Assets ($) | $72,949,560,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,060,284,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,261,951,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $1,145,585,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $4,850,904,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,184,850,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $24,544,442,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $8,517,252,000 | 8 |
| Other fiduciary accounts, managed assets | $1,384,292,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,850,262,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $731,723,649,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $3,579,751,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,524,039,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,993,357,000 | 6 |
| Other retirement accounts, non-managed assets | $27,395,042,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $625,986,946,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $4,236,000 | 128 |
| Foundation and endowment trust and agency accounts, non-managed assets | $806,470,000 | 10 |
| Other fiduciary accounts, non-managed assets | $19,433,808,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,178,310,583,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $26,316,631,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $34,150,810,000 | 4 |
| 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 | $741,859,887,000 | 7 |
| Managed Assets ($) | $73,816,659,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,590,846,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,245,562,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $1,236,959,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,888,809,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,248,528,000 | 7 |
| Investment management and investment advisory agency accounts, managed assets | $24,631,500,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $8,583,481,000 | 8 |
| Other fiduciary accounts, managed assets | $1,390,974,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,888,167,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $668,043,228,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $3,548,337,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,578,208,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,920,246,000 | 6 |
| Other retirement accounts, non-managed assets | $27,697,345,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $560,663,132,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
| Foundation and endowment trust and agency accounts, non-managed assets | $845,161,000 | 10 |
| Other fiduciary accounts, non-managed assets | $19,790,799,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,152,394,748,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $22,630,395,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $34,603,198,000 | 4 |
| 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 | $716,363,561,000 | 6 |
| Managed Assets ($) | $73,009,903,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,410,899,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,223,927,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $1,250,665,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,751,969,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,427,544,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $24,117,367,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $8,462,592,000 | 8 |
| Other fiduciary accounts, managed assets | $1,364,940,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,751,329,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,294,172,000 | 10 |
| Non-managed Assets ($) | $643,353,658,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $3,532,866,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,464,671,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,456,407,000 | 6 |
| Other retirement accounts, non-managed assets | $27,276,824,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $536,901,249,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
| Foundation and endowment trust and agency accounts, non-managed assets | $887,030,000 | 10 |
| Other fiduciary accounts, non-managed assets | $19,834,611,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,102,084,145,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $24,075,382,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $33,382,089,000 | 4 |
| 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 | $675,880,022,000 | 7 |
| Managed Assets ($) | $71,127,648,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,048,548,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $983,480,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $1,252,072,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $4,793,249,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,504,371,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $22,913,546,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $8,258,429,000 | 8 |
| Other fiduciary accounts, managed assets | $1,373,953,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,792,574,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $604,752,374,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $3,356,657,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,410,136,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $47,354,680,000 | 6 |
| Other retirement accounts, non-managed assets | $30,149,311,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $497,399,064,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
| Foundation and endowment trust and agency accounts, non-managed assets | $896,851,000 | 10 |
| Other fiduciary accounts, non-managed assets | $18,185,675,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,043,707,944,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $21,130,069,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $36,115,889,000 | 4 |
| 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 | $665,525,259,000 | 7 |
| Managed Assets ($) | $71,689,136,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,287,385,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,060,115,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $1,437,734,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $4,836,025,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,400,769,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $22,908,421,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $8,375,863,000 | 8 |
| Other fiduciary accounts, managed assets | $1,382,824,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,835,333,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $593,836,123,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $3,231,517,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,671,509,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $46,441,140,000 | 6 |
| Other retirement accounts, non-managed assets | $30,444,226,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $487,066,505,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,109,246,000 | 11 |
| Other fiduciary accounts, non-managed assets | $17,871,980,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,028,403,479,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $21,197,187,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $36,463,892,000 | 4 |
| 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 | $630,462,852,000 | 7 |
| Managed Assets ($) | $70,562,205,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,166,099,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,395,703,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,401,765,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $4,363,985,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,949,514,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $21,891,068,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $8,035,393,000 | 8 |
| Other fiduciary accounts, managed assets | $1,358,678,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 5 |
| Individual retirement,health savings and similar accounts, managed assets | $4,363,314,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $559,900,647,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $2,978,769,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,911,387,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $41,646,647,000 | 6 |
| Other retirement accounts, non-managed assets | $28,948,145,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $459,740,157,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,094,760,000 | 10 |
| Other fiduciary accounts, non-managed assets | $17,580,782,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $989,684,891,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $19,412,523,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $34,704,772,000 | 5 |
| 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 | $622,602,254,000 | 7 |
| Managed Assets ($) | $70,008,199,000 | 10 |
| Personal trust and agency accounts, managed assets | $30,052,749,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,405,118,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,369,477,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $4,264,587,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,888,766,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $21,766,006,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $7,910,092,000 | 8 |
| Other fiduciary accounts, managed assets | $1,351,404,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,263,919,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,078,023,000 | 9 |
| Non-managed Assets ($) | $552,594,055,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $2,815,840,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,840,993,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $40,810,458,000 | 6 |
| Other retirement accounts, non-managed assets | $28,559,551,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $454,322,829,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,066,095,000 | 10 |
| Other fiduciary accounts, non-managed assets | $17,178,289,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $959,465,692,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $22,868,152,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $34,024,890,000 | 5 |
| 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 | $615,713,098,000 | 7 |
| Managed Assets ($) | $66,687,348,000 | 10 |
| Personal trust and agency accounts, managed assets | $28,842,917,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,375,884,000 | 11 |
| Employee benefit-defined benefit accounts, managed assets | $1,263,593,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $4,072,608,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,379,621,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $20,825,755,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $7,601,504,000 | 7 |
| Other fiduciary accounts, managed assets | $1,325,466,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $4,071,939,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $549,025,750,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $2,962,761,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,450,207,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $38,602,198,000 | 6 |
| Other retirement accounts, non-managed assets | $25,791,447,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $456,112,975,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,139,694,000 | 11 |
| Other fiduciary accounts, non-managed assets | $16,966,468,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $941,156,320,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $19,671,559,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $30,798,468,000 | 5 |
| 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 | $615,266,855,000 | 7 |
| Managed Assets ($) | $65,030,776,000 | 10 |
| Personal trust and agency accounts, managed assets | $28,324,900,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,321,304,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,225,059,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $3,911,201,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,569,015,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $20,063,917,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | $7,295,860,000 | 8 |
| Other fiduciary accounts, managed assets | $1,319,520,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,910,558,000 | 9 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $550,236,079,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,718,081,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,221,847,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $37,028,106,000 | 6 |
| Other retirement accounts, non-managed assets | $24,017,647,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $461,433,455,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,046,222,000 | 11 |
| Other fiduciary accounts, non-managed assets | $16,770,721,000 | 10 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $893,089,924,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $18,063,861,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $28,549,405,000 | 7 |
| 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 | $626,287,083,000 | 7 |
| Managed Assets ($) | $65,195,713,000 | 10 |
| Personal trust and agency accounts, managed assets | $28,568,854,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,356,149,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,210,930,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $3,813,093,000 | 13 |
| Corporate trust and agency accounts, managed assets | $1,491,079,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $20,014,017,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $7,461,714,000 | 8 |
| Other fiduciary accounts, managed assets | $1,279,877,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,812,445,000 | 11 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $561,091,370,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,713,831,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,146,632,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $36,245,860,000 | 6 |
| Other retirement accounts, non-managed assets | $23,774,268,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $473,262,269,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,099,209,000 | 11 |
| Other fiduciary accounts, non-managed assets | $16,849,301,000 | 10 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $875,921,978,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $18,688,476,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $28,341,111,000 | 7 |
| 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 | $629,943,693,000 | 7 |
| Managed Assets ($) | $62,717,943,000 | 10 |
| Personal trust and agency accounts, managed assets | $27,506,861,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,250,581,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,182,997,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $3,615,521,000 | 13 |
| Corporate trust and agency accounts, managed assets | $1,620,422,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $19,047,719,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $7,104,052,000 | 8 |
| Other fiduciary accounts, managed assets | $1,389,790,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,614,505,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $3,101,199,000 | 8 |
| Non-managed Assets ($) | $567,225,750,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,459,617,000 | 16 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,629,965,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $35,160,204,000 | 6 |
| Other retirement accounts, non-managed assets | $24,966,800,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $480,489,086,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,063,115,000 | 10 |
| Other fiduciary accounts, non-managed assets | $16,456,963,000 | 10 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $868,427,484,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $17,647,565,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $30,074,153,000 | 5 |
| 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 | $674,530,130,000 | 7 |
| Managed Assets ($) | $62,248,039,000 | 10 |
| Personal trust and agency accounts, managed assets | $27,656,314,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,255,140,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,188,032,000 | 18 |
| Other employee benefit and retirement-related accounts, managed assets | $3,608,760,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,598,006,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $18,667,076,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $6,978,365,000 | 7 |
| Other fiduciary accounts, managed assets | $1,296,346,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,607,715,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $612,282,091,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $2,467,846,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $7,105,147,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,727,690,000 | 7 |
| Other retirement accounts, non-managed assets | $24,495,612,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $526,531,431,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
| Foundation and endowment trust and agency accounts, non-managed assets | $1,126,641,000 | 8 |
| Other fiduciary accounts, non-managed assets | $15,827,724,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $830,139,973,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $18,991,556,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $29,416,676,000 | 5 |
| 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 | $689,045,068,000 | 6 |
| Managed Assets ($) | $60,498,910,000 | 10 |
| Personal trust and agency accounts, managed assets | $27,044,725,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,249,995,000 | 13 |
| Employee benefit-defined benefit accounts, managed assets | $1,108,928,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $3,585,738,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,764,808,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $17,723,660,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $6,725,769,000 | 8 |
| Other fiduciary accounts, managed assets | $1,295,287,000 | 8 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,436,991,000 | 10 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $628,546,158,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $2,490,584,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,768,318,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $33,122,331,000 | 7 |
| Other retirement accounts, non-managed assets | $23,547,507,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $549,635,155,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
| Foundation and endowment trust and agency accounts, non-managed assets | $742,595,000 | 10 |
| Other fiduciary accounts, non-managed assets | $12,239,668,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $793,501,283,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $19,743,978,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $27,919,105,000 | 4 |
| 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 | $729,827,472,000 | 6 |
| Managed Assets ($) | $62,069,202,000 | 11 |
| Personal trust and agency accounts, managed assets | $27,962,325,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $1,243,348,000 | 12 |
| Employee benefit-defined benefit accounts, managed assets | $1,169,435,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $3,859,589,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,773,436,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $17,979,360,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $6,820,769,000 | 9 |
| Other fiduciary accounts, managed assets | $1,260,940,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,527,493,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $667,758,270,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $2,513,048,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,490,904,000 | 19 |
| Employee benefit-defined benefit accounts, non-managed Assets | $34,671,187,000 | 7 |
| Other retirement accounts, non-managed assets | $24,334,115,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $586,234,586,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
| Foundation and endowment trust and agency accounts, non-managed assets | $861,493,000 | 9 |
| Other fiduciary accounts, non-managed assets | $12,652,937,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $798,011,469,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $21,979,852,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $28,691,551,000 | 4 |
| 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 | $777,031,084,000 | 6 |
| Managed Assets ($) | $57,174,457,000 | 10 |
| Personal trust and agency accounts, managed assets | $27,605,718,000 | 6 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $261,845,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $903,082,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $3,289,942,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,259,385,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $18,470,864,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $4,198,838,000 | 9 |
| Other fiduciary accounts, managed assets | $1,184,783,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,288,972,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $2,829,054,000 | 9 |
| Non-managed Assets ($) | $719,856,627,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $2,490,103,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,597,714,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,318,588,000 | 8 |
| Other retirement accounts, non-managed assets | $21,126,422,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $656,256,333,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 408 |
| Foundation and endowment trust and agency accounts, non-managed assets | $840,011,000 | 9 |
| Other fiduciary accounts, non-managed assets | $12,227,456,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $711,834,102,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $22,631,148,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $24,166,460,000 | 6 |
| 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 | $803,602,348,000 | 6 |
| Managed Assets ($) | $55,422,772,000 | 8 |
| Personal trust and agency accounts, managed assets | $26,875,121,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $242,071,000 | 34 |
| Employee benefit-defined benefit accounts, managed assets | $854,369,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $3,124,651,000 | 12 |
| Corporate trust and agency accounts, managed assets | $1,272,396,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $18,048,913,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $3,846,780,000 | 8 |
| Other fiduciary accounts, managed assets | $1,158,471,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,123,681,000 | 8 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $748,179,576,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $2,178,078,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,338,658,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,721,005,000 | 8 |
| Other retirement accounts, non-managed assets | $19,636,023,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $687,853,940,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
| Foundation and endowment trust and agency accounts, non-managed assets | $801,349,000 | 8 |
| Other fiduciary accounts, non-managed assets | $11,650,523,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $685,496,186,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $23,979,935,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $22,600,855,000 | 5 |
| 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 | $674,603,368,000 | 7 |
| Managed Assets ($) | $60,517,664,000 | 8 |
| Personal trust and agency accounts, managed assets | $29,722,241,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $265,780,000 | 35 |
| Employee benefit-defined benefit accounts, managed assets | $961,813,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $3,469,775,000 | 10 |
| Corporate trust and agency accounts, managed assets | $1,059,452,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $19,548,040,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $4,289,956,000 | 8 |
| Other fiduciary accounts, managed assets | $1,200,607,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,468,710,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $614,085,704,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $2,305,929,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,806,471,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,592,911,000 | 8 |
| Other retirement accounts, non-managed assets | $21,687,047,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $550,317,915,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
| Foundation and endowment trust and agency accounts, non-managed assets | $819,507,000 | 8 |
| Other fiduciary accounts, non-managed assets | $11,555,924,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $730,002,989,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $12,427,192,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $24,592,000,000 | 5 |
| 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 | $714,191,936,000 | 6 |
| Managed Assets ($) | $60,950,710,000 | 8 |
| Personal trust and agency accounts, managed assets | $29,981,775,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $244,306,000 | 36 |
| Employee benefit-defined benefit accounts, managed assets | $1,012,325,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $3,459,892,000 | 11 |
| Corporate trust and agency accounts, managed assets | $1,484,116,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $19,483,833,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $4,111,831,000 | 8 |
| Other fiduciary accounts, managed assets | $1,172,632,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 7 |
| Individual retirement,health savings and similar accounts, managed assets | $3,457,946,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $653,241,226,000 | 6 |
| Personal trust and agency accounts, non-managed assets | $2,510,669,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,833,123,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,137,395,000 | 8 |
| Other retirement accounts, non-managed assets | $21,225,467,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $590,767,358,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
| Foundation and endowment trust and agency accounts, non-managed assets | $865,720,000 | 7 |
| Other fiduciary accounts, non-managed assets | $10,901,494,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $748,342,216,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $13,363,549,000 | 6 |
| Individual retirement,health savings and similar accounts, non-managed | $23,147,989,000 | 5 |
| 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 | $558,777,205,000 | 10 |
| Managed Assets ($) | $59,552,894,000 | 8 |
| Personal trust and agency accounts, managed assets | $29,369,720,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $234,609,000 | 38 |
| Employee benefit-defined benefit accounts, managed assets | $1,020,088,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $3,406,711,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,430,758,000 | 5 |
| Investment management and investment advisory agency accounts, managed assets | $18,984,003,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $3,996,985,000 | 8 |
| Other fiduciary accounts, managed assets | $1,110,020,000 | 9 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 6 |
| Individual retirement,health savings and similar accounts, managed assets | $3,396,843,000 | 7 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $12,142,786,000 | 6 |
| Non-managed Assets ($) | $499,224,311,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,594,367,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,628,136,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,961,880,000 | 8 |
| Other retirement accounts, non-managed assets | $19,931,996,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $439,585,533,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
| Foundation and endowment trust and agency accounts, non-managed assets | $842,259,000 | 7 |
| Other fiduciary accounts, non-managed assets | $10,680,140,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $713,523,728,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $21,699,318,000 | 5 |
| 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 | $577,247,546,000 | 7 |
| Managed Assets ($) | $57,812,364,000 | 9 |
| Personal trust and agency accounts, managed assets | $28,569,341,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $202,843,000 | 41 |
| Employee benefit-defined benefit accounts, managed assets | $985,018,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $3,286,522,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,555,432,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $18,132,474,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | $3,955,693,000 | 7 |
| Other fiduciary accounts, managed assets | $1,125,041,000 | 10 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 8 |
| Individual retirement,health savings and similar accounts, managed assets | $3,277,069,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $519,435,182,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $2,584,450,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,678,100,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,015,010,000 | 9 |
| Other retirement accounts, non-managed assets | $18,290,916,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $462,511,114,000 | 4 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
| Foundation and endowment trust and agency accounts, non-managed assets | $879,807,000 | 7 |
| Other fiduciary accounts, non-managed assets | $10,475,785,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $927,120,745,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $19,971,295,000 | 5 |
| 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 | $614,677,701,000 | 7 |
| Managed Assets ($) | $55,682,088,000 | 8 |
| Personal trust and agency accounts, managed assets | $27,448,319,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $189,322,000 | 42 |
| Employee benefit-defined benefit accounts, managed assets | $885,134,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $3,083,424,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,675,338,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $17,546,849,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $3,558,634,000 | 7 |
| Other fiduciary accounts, managed assets | $1,295,068,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $3,074,885,000 | 6 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $558,995,613,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,603,957,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,575,074,000 | 20 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,711,324,000 | 10 |
| Other retirement accounts, non-managed assets | $16,552,400,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $505,124,568,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
| Foundation and endowment trust and agency accounts, non-managed assets | $873,699,000 | 6 |
| Other fiduciary accounts, non-managed assets | $10,554,591,000 | 7 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $930,005,444,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $17,979,677,000 | 5 |
| 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 | $614,692,400,000 | 8 |
| Managed Assets ($) | $59,179,912,000 | 8 |
| Personal trust and agency accounts, managed assets | $29,544,006,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $277,766,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $901,530,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $3,287,454,000 | 9 |
| Corporate trust and agency accounts, managed assets | $1,477,480,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $18,817,058,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $3,515,254,000 | 8 |
| Other fiduciary accounts, managed assets | $1,359,364,000 | 6 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $3,279,877,000 | 5 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $555,512,488,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,659,063,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $4,857,797,000 | 21 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,979,064,000 | 10 |
| Other retirement accounts, non-managed assets | $17,509,842,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $501,336,712,000 | 5 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
| Foundation and endowment trust and agency accounts, non-managed assets | $879,746,000 | 7 |
| Other fiduciary accounts, non-managed assets | $10,290,264,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $969,440,198,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $19,023,987,000 | 5 |
| 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 | $631,497,428,000 | 7 |
| Managed Assets ($) | $58,993,940,000 | 8 |
| Personal trust and agency accounts, managed assets | $29,864,103,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $277,044,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $880,281,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $3,244,654,000 | 8 |
| Corporate trust and agency accounts, managed assets | $2,035,159,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $18,353,746,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | $2,984,242,000 | 9 |
| Other fiduciary accounts, managed assets | $1,354,711,000 | 7 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | $3,229,802,000 | 4 |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | $12,530,322,000 | 5 |
| Non-managed Assets ($) | $572,503,488,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $2,501,901,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,983,453,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,652,029,000 | 11 |
| Other retirement accounts, non-managed assets | $16,712,541,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $516,283,565,000 | 4 |
| Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
| Foundation and endowment trust and agency accounts, non-managed assets | $938,507,000 | 8 |
| Other fiduciary accounts, non-managed assets | $10,431,492,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $917,032,164,000 | 6 |
| Fiduciary accounts held in foreign offices, non-managed Assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, non-managed | $17,413,056,000 | 5 |
| 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 | $625,277,468,000 | 7 |
| Managed Assets ($) | $58,527,151,000 | 10 |
| Personal trust and agency accounts, managed assets | $32,165,819,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $283,814,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $865,003,000 | 24 |
| Other employee benefit and retirement-related accounts, managed assets | $4,169,275,000 | 7 |
| Corporate trust and agency accounts, managed assets | $2,012,265,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $18,559,667,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $471,308,000 | 20 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $566,750,317,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $2,207,114,000 | 15 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,779,037,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,943,606,000 | 10 |
| Other retirement accounts, non-managed assets | $14,510,225,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $516,118,773,000 | 3 |
| 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 | $9,191,562,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $874,224,122,000 | 5 |
| 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 | $630,937,276,000 | 7 |
| Managed Assets ($) | $54,962,425,000 | 9 |
| Personal trust and agency accounts, managed assets | $30,093,074,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $261,293,000 | 33 |
| Employee benefit-defined benefit accounts, managed assets | $781,112,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $3,889,185,000 | 7 |
| Corporate trust and agency accounts, managed assets | $1,795,383,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $17,653,212,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $489,166,000 | 17 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $575,974,851,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $2,296,894,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,314,954,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,858,070,000 | 11 |
| Other retirement accounts, non-managed assets | $12,937,258,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $529,780,344,000 | 3 |
| 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 | $8,787,331,000 | 8 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $818,614,578,000 | 5 |
| 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 | $625,998,160,000 | 7 |
| Managed Assets ($) | $52,827,696,000 | 9 |
| Personal trust and agency accounts, managed assets | $28,749,043,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $236,767,000 | 32 |
| Employee benefit-defined benefit accounts, managed assets | $825,920,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $3,609,009,000 | 6 |
| Corporate trust and agency accounts, managed assets | $1,724,685,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $17,195,898,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $486,374,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $573,170,464,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $2,038,784,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,022,357,000 | 16 |
| Employee benefit-defined benefit accounts, non-managed Assets | $13,636,856,000 | 11 |
| Other retirement accounts, non-managed assets | $11,624,925,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $532,559,935,000 | 3 |
| 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 | $7,287,607,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $786,741,541,000 | 5 |
| 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 | $660,457,599,000 | 7 |
| Managed Assets ($) | $56,770,635,000 | 8 |
| Personal trust and agency accounts, managed assets | $31,110,701,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $251,547,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $873,836,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $3,763,933,000 | 5 |
| Corporate trust and agency accounts, managed assets | $2,052,339,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $18,225,052,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $493,227,000 | 18 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 9 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $603,686,964,000 | 7 |
| Personal trust and agency accounts, non-managed assets | $2,215,351,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $6,843,979,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,203,484,000 | 11 |
| Other retirement accounts, non-managed assets | $12,653,606,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $559,400,445,000 | 3 |
| 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 | $7,370,099,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $821,354,181,000 | 6 |
| 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 | $700,248,742,000 | 7 |
| Managed Assets ($) | $62,852,002,000 | 9 |
| Personal trust and agency accounts, managed assets | $35,245,822,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $304,415,000 | 31 |
| Employee benefit-defined benefit accounts, managed assets | $952,001,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $4,262,875,000 | 6 |
| Corporate trust and agency accounts, managed assets | $1,918,881,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $19,665,190,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $502,818,000 | 19 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 10 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $637,396,740,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,672,803,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,301,444,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,573,767,000 | 11 |
| Other retirement accounts, non-managed assets | $15,225,161,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $584,460,640,000 | 4 |
| 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 | $8,162,925,000 | 9 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $886,341,438,000 | 5 |
| 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 | $699,703,639,000 | 9 |
| Managed Assets ($) | $66,379,989,000 | 9 |
| Personal trust and agency accounts, managed assets | $37,343,565,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $362,111,000 | 25 |
| Employee benefit-defined benefit accounts, managed assets | $1,037,651,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $4,552,173,000 | 7 |
| Corporate trust and agency accounts, managed assets | $1,863,083,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $20,684,957,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $536,449,000 | 17 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 11 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $633,323,650,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $2,509,614,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,326,551,000 | 18 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,004,834,000 | 12 |
| Other retirement accounts, non-managed assets | $16,626,681,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $579,397,378,000 | 4 |
| 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 | $6,458,592,000 | 10 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $993,648,937,000 | 6 |
| 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 | $695,114,955,000 | 9 |
| Managed Assets ($) | $67,714,143,000 | 8 |
| Personal trust and agency accounts, managed assets | $38,349,268,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $446,702,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,032,773,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $4,600,262,000 | 6 |
| Corporate trust and agency accounts, managed assets | $1,723,423,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $21,042,822,000 | 10 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $518,893,000 | 22 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $627,400,812,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $2,532,600,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,514,628,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,987,951,000 | 12 |
| Other retirement accounts, non-managed assets | $16,405,541,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $574,074,011,000 | 4 |
| 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 | $5,886,081,000 | 10 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,003,009,442,000 | 6 |
| 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 | $730,004,452,000 | 9 |
| Managed Assets ($) | $70,978,381,000 | 9 |
| Personal trust and agency accounts, managed assets | $40,353,949,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $498,618,000 | 23 |
| Employee benefit-defined benefit accounts, managed assets | $1,099,742,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $5,158,400,000 | 5 |
| Corporate trust and agency accounts, managed assets | $1,868,495,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $21,495,029,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $504,148,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $659,026,071,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $2,569,901,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $8,840,822,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,618,467,000 | 12 |
| Other retirement accounts, non-managed assets | $17,273,683,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $602,756,342,000 | 3 |
| 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 | $5,966,856,000 | 10 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,039,301,449,000 | 6 |
| 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 | $721,383,507,000 | 8 |
| Managed Assets ($) | $72,622,060,000 | 10 |
| Personal trust and agency accounts, managed assets | $41,122,273,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $963,290,000 | 18 |
| Employee benefit-defined benefit accounts, managed assets | $1,145,975,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $5,201,585,000 | 5 |
| Corporate trust and agency accounts, managed assets | $1,987,265,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $21,720,010,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $481,662,000 | 24 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $648,761,447,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,535,390,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $9,097,040,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,280,870,000 | 12 |
| Other retirement accounts, non-managed assets | $17,721,621,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $594,203,836,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $3,922,690,000 | 14 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,095,012,812,000 | 6 |
| 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 | $700,647,139,000 | 7 |
| Managed Assets ($) | $74,391,455,000 | 10 |
| Personal trust and agency accounts, managed assets | $40,382,671,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,249,695,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $1,167,767,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $5,094,809,000 | 5 |
| Corporate trust and agency accounts, managed assets | $2,260,308,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $21,750,651,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $485,554,000 | 24 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $626,255,684,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,493,791,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $11,333,005,000 | 17 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,502,548,000 | 12 |
| Other retirement accounts, non-managed assets | $15,974,402,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $573,559,088,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,392,850,000 | 20 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,094,883,416,000 | 7 |
| 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 | $680,380,580,000 | 8 |
| Managed Assets ($) | $73,498,430,000 | 11 |
| Personal trust and agency accounts, managed assets | $39,006,939,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,167,734,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $3,867,104,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $3,737,152,000 | 7 |
| Corporate trust and agency accounts, managed assets | $2,296,429,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $20,954,116,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $468,956,000 | 24 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $606,882,150,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,505,574,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,478,443,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,552,578,000 | 12 |
| Other retirement accounts, non-managed assets | $16,296,144,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $550,634,218,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,415,193,000 | 20 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,062,054,830,000 | 7 |
| 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 | $692,774,003,000 | 8 |
| Managed Assets ($) | $72,205,247,000 | 12 |
| Personal trust and agency accounts, managed assets | $39,038,001,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,116,675,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $3,846,044,000 | 12 |
| Other employee benefit and retirement-related accounts, managed assets | $3,687,627,000 | 7 |
| Corporate trust and agency accounts, managed assets | $2,126,212,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $19,902,560,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $488,128,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $620,568,756,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,477,766,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,535,717,000 | 15 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,864,078,000 | 12 |
| Other retirement accounts, non-managed assets | $15,822,751,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $565,472,791,000 | 1 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,395,653,000 | 20 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,059,960,816,000 | 7 |
| 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 | $646,469,288,000 | 8 |
| Managed Assets ($) | $70,034,203,000 | 12 |
| Personal trust and agency accounts, managed assets | $36,641,328,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,066,947,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $3,681,788,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $3,461,404,000 | 9 |
| Corporate trust and agency accounts, managed assets | $3,509,126,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $19,263,959,000 | 11 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $409,651,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 12 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $576,435,085,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $3,490,203,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,569,863,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,291,580,000 | 13 |
| Other retirement accounts, non-managed assets | $15,121,561,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $523,170,514,000 | 2 |
| 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 | $791,364,000 | 25 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $1,023,347,505,000 | 7 |
| 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 | $581,770,822,000 | 8 |
| Managed Assets ($) | $67,649,135,000 | 12 |
| Personal trust and agency accounts, managed assets | $35,943,367,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,954,198,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $3,529,835,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $3,346,141,000 | 9 |
| Corporate trust and agency accounts, managed assets | $2,717,645,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $18,733,463,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $424,486,000 | 29 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $514,121,687,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $3,665,452,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,239,775,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,141,160,000 | 12 |
| Other retirement accounts, non-managed assets | $15,082,009,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $461,251,464,000 | 2 |
| 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 | $741,827,000 | 27 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $994,934,833,000 | 7 |
| 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 | $571,432,683,000 | 8 |
| Managed Assets ($) | $70,162,620,000 | 12 |
| Personal trust and agency accounts, managed assets | $36,767,137,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,504,158,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,694,891,000 | 13 |
| Other employee benefit and retirement-related accounts, managed assets | $3,385,942,000 | 9 |
| Corporate trust and agency accounts, managed assets | $3,116,521,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $19,020,394,000 | 12 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $673,577,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $501,270,063,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $3,578,215,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,035,797,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $17,065,102,000 | 13 |
| Other retirement accounts, non-managed assets | $16,639,686,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $447,624,275,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,326,988,000 | 22 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $995,610,413,000 | 7 |
| 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 | $556,790,553,000 | 8 |
| Managed Assets ($) | $67,350,336,000 | 11 |
| Personal trust and agency accounts, managed assets | $35,835,272,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,359,702,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,434,721,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $3,248,441,000 | 10 |
| Corporate trust and agency accounts, managed assets | $3,155,927,000 | 4 |
| Investment management and investment advisory agency accounts, managed assets | $17,719,279,000 | 13 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $596,994,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $489,440,217,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $3,560,765,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,591,583,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $16,215,358,000 | 13 |
| Other retirement accounts, non-managed assets | $18,344,094,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $434,753,250,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,975,167,000 | 21 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $342,503,016,000 | 9 |
| 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 | $559,132,715,000 | 8 |
| Managed Assets ($) | $67,059,929,000 | 11 |
| Personal trust and agency accounts, managed assets | $35,795,889,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,084,129,000 | 6 |
| Employee benefit-defined benefit accounts, managed assets | $3,390,070,000 | 14 |
| Other employee benefit and retirement-related accounts, managed assets | $3,236,965,000 | 9 |
| Corporate trust and agency accounts, managed assets | $3,498,827,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $17,406,923,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $647,126,000 | 24 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 13 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $492,072,786,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $3,514,687,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,897,948,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $25,572,368,000 | 11 |
| Other retirement accounts, non-managed assets | $18,819,630,000 | 7 |
| Corporate trust and agency accounts, non-managed assets | $427,424,734,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,843,419,000 | 20 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $312,905,822,000 | 10 |
| 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 | $577,865,424,000 | 8 |
| Managed Assets ($) | $66,484,111,000 | 11 |
| Personal trust and agency accounts, managed assets | $36,144,326,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,906,963,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $3,321,019,000 | 15 |
| Other employee benefit and retirement-related accounts, managed assets | $3,138,901,000 | 9 |
| Corporate trust and agency accounts, managed assets | $3,264,735,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $17,084,875,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $623,292,000 | 22 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $511,381,313,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $3,491,319,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,996,860,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,736,702,000 | 11 |
| Other retirement accounts, non-managed assets | $18,232,449,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $448,194,260,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,729,723,000 | 19 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $298,147,902,000 | 9 |
| 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 | $554,637,558,000 | 8 |
| Managed Assets ($) | $66,647,166,000 | 11 |
| Personal trust and agency accounts, managed assets | $36,201,595,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,776,932,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $3,237,302,000 | 16 |
| Other employee benefit and retirement-related accounts, managed assets | $3,067,768,000 | 8 |
| Corporate trust and agency accounts, managed assets | $3,686,880,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $17,054,463,000 | 16 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $622,226,000 | 24 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $487,990,392,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $3,483,276,000 | 10 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,271,838,000 | 11 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,541,023,000 | 10 |
| Other retirement accounts, non-managed assets | $16,552,268,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $426,411,489,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,730,498,000 | 20 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $290,787,913,000 | 10 |
| 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 | $539,424,767,000 | 8 |
| Managed Assets ($) | $68,015,901,000 | 11 |
| Personal trust and agency accounts, managed assets | $36,139,654,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,707,647,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $3,309,690,000 | 17 |
| Other employee benefit and retirement-related accounts, managed assets | $3,180,956,000 | 9 |
| Corporate trust and agency accounts, managed assets | $5,426,197,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $16,644,769,000 | 17 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $606,988,000 | 22 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $471,408,866,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $3,670,973,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,905,024,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $24,228,167,000 | 11 |
| Other retirement accounts, non-managed assets | $19,241,924,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $406,618,069,000 | 2 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,744,709,000 | 20 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $288,556,121,000 | 10 |
| 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 | $404,779,020,000 | 9 |
| Managed Assets ($) | $59,251,531,000 | 12 |
| Personal trust and agency accounts, managed assets | $32,029,596,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,364,521,000 | 10 |
| Employee benefit-defined benefit accounts, managed assets | $2,960,125,000 | 23 |
| Other employee benefit and retirement-related accounts, managed assets | $3,048,113,000 | 8 |
| Corporate trust and agency accounts, managed assets | $2,877,168,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $15,420,594,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $551,414,000 | 25 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $345,527,489,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,698,723,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,369,389,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,620,174,000 | 11 |
| Other retirement accounts, non-managed assets | $17,511,515,000 | 4 |
| Corporate trust and agency accounts, non-managed assets | $285,653,175,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,674,513,000 | 21 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $274,821,377,000 | 9 |
| 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 | $395,510,552,000 | 9 |
| Managed Assets ($) | $60,165,128,000 | 12 |
| Personal trust and agency accounts, managed assets | $32,421,403,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,986,884,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $3,099,172,000 | 21 |
| Other employee benefit and retirement-related accounts, managed assets | $3,083,842,000 | 8 |
| Corporate trust and agency accounts, managed assets | $2,713,823,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $15,389,886,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $470,118,000 | 26 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 14 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $335,345,424,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,926,394,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,415,244,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,905,928,000 | 12 |
| Other retirement accounts, non-managed assets | $17,359,399,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $275,305,603,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,432,856,000 | 21 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $274,014,349,000 | 9 |
| 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 | $390,125,139,000 | 9 |
| Managed Assets ($) | $59,517,356,000 | 12 |
| Personal trust and agency accounts, managed assets | $32,975,075,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $2,685,372,000 | 9 |
| Employee benefit-defined benefit accounts, managed assets | $3,211,669,000 | 22 |
| Other employee benefit and retirement-related accounts, managed assets | $3,103,345,000 | 8 |
| Corporate trust and agency accounts, managed assets | $2,895,734,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $14,343,257,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $302,904,000 | 28 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $330,607,783,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,960,723,000 | 14 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $15,381,507,000 | 12 |
| Employee benefit-defined benefit accounts, non-managed Assets | $23,129,983,000 | 12 |
| Other retirement accounts, non-managed assets | $16,965,609,000 | 5 |
| Corporate trust and agency accounts, non-managed assets | $270,530,052,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,639,909,000 | 19 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $268,826,787,000 | 9 |
| 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 | $380,506,995,000 | 9 |
| Managed Assets ($) | $59,699,374,000 | 12 |
| Personal trust and agency accounts, managed assets | $33,245,910,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,391,780,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $3,290,064,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $3,045,738,000 | 7 |
| Corporate trust and agency accounts, managed assets | $2,390,354,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $13,855,582,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $479,946,000 | 29 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $320,807,621,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $3,064,729,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,719,386,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $22,453,254,000 | 10 |
| Other retirement accounts, non-managed assets | $16,449,453,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $262,739,648,000 | 3 |
| Investment management and advisory agency accounts, non-managed assets | NA | NA |
| Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
| Other fiduciary accounts, non-managed assets | $1,381,151,000 | 23 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $266,630,452,000 | 10 |
| 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 | $363,629,249,000 | 9 |
| Managed Assets ($) | $55,518,944,000 | 11 |
| Personal trust and agency accounts, managed assets | $31,286,476,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,122,035,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $3,023,879,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,834,923,000 | 7 |
| Corporate trust and agency accounts, managed assets | $2,357,830,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $12,418,824,000 | 21 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $474,977,000 | 27 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $308,110,305,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $2,858,948,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $13,105,300,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $21,173,529,000 | 9 |
| Other retirement accounts, non-managed assets | $14,356,676,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $255,645,681,000 | 3 |
| 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 | $970,171,000 | 25 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $254,755,360,000 | 10 |
| 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 | $390,268,571,000 | 8 |
| Managed Assets ($) | $55,189,609,000 | 13 |
| Personal trust and agency accounts, managed assets | $31,104,561,000 | 5 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,246,311,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,896,878,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $2,802,403,000 | 6 |
| Corporate trust and agency accounts, managed assets | $2,198,300,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $12,271,156,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $670,000,000 | 27 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $335,078,962,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,754,809,000 | 13 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $13,171,492,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $20,776,788,000 | 10 |
| Other retirement accounts, non-managed assets | $13,702,896,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $283,788,347,000 | 3 |
| 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 | $884,630,000 | 25 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $247,150,446,000 | 9 |
| 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 | $363,027,725,000 | 9 |
| Managed Assets ($) | $52,161,124,000 | 13 |
| Personal trust and agency accounts, managed assets | $29,413,014,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $3,256,528,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,355,061,000 | 20 |
| Other employee benefit and retirement-related accounts, managed assets | $2,590,644,000 | 6 |
| Corporate trust and agency accounts, managed assets | $2,551,628,000 | 2 |
| Investment management and investment advisory agency accounts, managed assets | $11,376,108,000 | 19 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $618,141,000 | 26 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 16 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $310,866,601,000 | 8 |
| Personal trust and agency accounts, non-managed assets | $2,653,010,000 | 12 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $11,765,238,000 | 13 |
| Employee benefit-defined benefit accounts, non-managed Assets | $18,467,533,000 | 10 |
| Other retirement accounts, non-managed assets | $12,620,567,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $264,510,468,000 | 3 |
| 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 | $849,785,000 | 23 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $234,153,260,000 | 9 |
| 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 | $209,441,432,000 | 10 |
| Managed Assets ($) | $54,804,432,000 | 12 |
| Personal trust and agency accounts, managed assets | $30,545,012,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $4,531,780,000 | 7 |
| Employee benefit-defined benefit accounts, managed assets | $2,473,907,000 | 19 |
| Other employee benefit and retirement-related accounts, managed assets | $2,674,672,000 | 6 |
| Corporate trust and agency accounts, managed assets | $2,730,316,000 | 3 |
| Investment management and investment advisory agency accounts, managed assets | $11,378,619,000 | 18 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $470,126,000 | 29 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 17 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $154,637,000,000 | 9 |
| Personal trust and agency accounts, non-managed assets | $2,643,464,000 | 11 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $10,958,921,000 | 14 |
| Employee benefit-defined benefit accounts, non-managed Assets | $19,110,518,000 | 12 |
| Other retirement accounts, non-managed assets | $12,810,146,000 | 6 |
| Corporate trust and agency accounts, non-managed assets | $108,260,732,000 | 4 |
| 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 | $853,219,000 | 23 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $234,615,342,000 | 9 |
| 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 | $204,243,558,000 | 10 |
| Managed Assets ($) | $53,354,243,000 | 16 |
| Personal trust and agency accounts, managed assets | $34,157,313,000 | 4 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, managed assets | $5,393,019,000 | 8 |
| Employee benefit-defined benefit accounts, managed assets | $2,413,583,000 | 25 |
| Other employee benefit and retirement-related accounts, managed assets | $2,788,374,000 | 7 |
| Corporate trust and agency accounts, managed assets | $202,448,000 | 12 |
| Investment management and investment advisory agency accounts, managed assets | $8,378,647,000 | 20 |
| Foundation and endowment trust and agency accounts, managed assets | NA | NA |
| Other fiduciary accounts, managed assets | $20,859,000 | 77 |
| Memoranda |
| Fiduciary accounts held in foreign offices, managed assets | $0 | 15 |
| Individual retirement,health savings and similar accounts, managed assets | NA | NA |
| Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
| Non-managed Assets ($) | $150,889,315,000 | 10 |
| Personal trust and agency accounts, non-managed assets | $7,593,034,000 | 7 |
| Employee benefit and retirement-related trust and agency accounts |
| Employee benefit-defined contribution accounts, non-managed assets | $14,961,176,000 | 10 |
| Employee benefit-defined benefit accounts, non-managed Assets | $15,641,784,000 | 12 |
| Other retirement accounts, non-managed assets | $7,028,796,000 | 8 |
| Corporate trust and agency accounts, non-managed assets | $105,663,928,000 | 5 |
| 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 | $597,000 | 177 |
| Memoranda |
| Custody and safekeeping accounts, non-managed assets | $174,442,968,000 | 9 |
| 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 |
